Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNPCX (Nuveen Core Plus Impact Fund) | NA | -6.76% | -6.48% | NA | NA | NA | NA | … | … |
Data as of 06/23/2025, Common starting date is 05/06/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNPCX (Nuveen Core Plus Impact Fund) | 05/06/2021 | 06/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | -6.76 | -6.48 | NA | NA | NA | NA | … | … | -3.95 | -3.09 | -2.76 | -37.35 | -1.75 |
| Sharpe Ratio | NA | -1.53 | -1.08 | NA | NA | NA | NA | … | … | -1.67 | -1.41 | -0.70 | -2.99 | -0.51 |
| Standard Deviation(%) | NA | 6.51 | 9.09 | NA | NA | NA | NA | … | … | 6.76 | 6.90 | 10.03 | 13.00 | 5.28 |
| Draw Down(%) | NA | 12.06 | 27.53 | NA | NA | NA | NA | … | … | 7.60 | 6.75 | 22.01 | 42.09 | 4.53 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/23/2025, Common starting date is 05/06/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNPCX (Nuveen Core Plus Impact Fund) |
-16.05%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNPCX (Nuveen Core Plus Impact Fund) |
-8.80%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart