Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNXRX (Nuveen Select Tax-Free Income Portfolio 3) | NA | 0.28% | 5.22% | 4.36% | 3.81% | 2.48% | 1.94% | … | … |
Data as of 01/07/2022, Common starting date is 10/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNXRX (Nuveen Select Tax-Free Income Portfolio 3) | 10/29/1999 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.28 | 5.22 | 4.36 | 3.81 | 2.48 | 1.94 | … | … | 0.00 | 0.18 | 6.06 | 10.48 | 1.52 | 4.89 | -1.62 | 1.70 | 15.24 | -4.14 | 6.54 | 3.96 | -2.85 | 7.78 | -8.41 | -1.31 | 0.49 | 1.51 | 0.21 | -0.21 | -0.21 | -0.62 | 1.26 | -0.76 |
| Sharpe Ratio | NA | -0.37 | 0.71 | 0.70 | 0.82 | NA | NA | … | … | NA | 0.11 | 0.61 | 2.83 | 0.10 | 1.55 | -0.51 | 0.70 | 6.71 | -1.04 | 2.67 | 1.58 | -1.17 | 2.56 | -1.56 | -1.83 | -1.30 | -0.26 | -0.21 | -0.26 | -0.53 | -1.61 | -1.44 | -3.77 |
| Standard Deviation(%) | NA | 3.10 | 5.89 | 4.81 | 4.03 | NA | NA | … | … | NA | 2.32 | 9.45 | 3.20 | 1.94 | 2.76 | 3.58 | 2.39 | 2.27 | 4.02 | 2.45 | 2.50 | 2.52 | 3.00 | 5.95 | 2.37 | 2.17 | 2.53 | 3.56 | 3.51 | 2.47 | 1.86 | 1.93 | 2.10 |
| Draw Down(%) | NA | 4.45 | 13.66 | 13.66 | 13.66 | NA | NA | … | … | NA | 2.69 | 13.66 | 2.33 | 2.17 | 1.74 | 8.55 | 4.11 | 1.34 | 10.10 | 2.29 | 2.20 | 5.26 | 2.68 | 13.54 | 3.79 | 2.22 | 2.81 | 6.16 | 5.93 | 2.69 | 1.99 | 1.95 | 1.31 |
| Yield(%) | 0.00 | 3.57 | 3.57 | 3.11 | 2.56 | 1.75 | 1.38 | … | … | 0.00 | 3.57 | 3.20 | 3.41 | 3.35 | 1.26 | 0.00 | 0.32 | 4.53 | 3.87 | 0.00 | 0.79 | 0.00 | 0.41 | 0.00 | 0.00 | 0.00 | 1.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/07/2022, Common starting date is 10/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNXRX (Nuveen Select Tax-Free Income Portfolio 3) |
-3.16%
Dec 2005 – Dec 2008 |
-1.57%
Nov 2003 – Nov 2008 |
-0.59%
Jan 2001 – Jan 2011 |
1.01%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNXRX (Nuveen Select Tax-Free Income Portfolio 3) |
8.60%
Aug 2013 – Aug 2016 |
5.30%
Jun 2011 – Jun 2016 |
4.50%
Jan 2011 – Jan 2021 |
2.74%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart