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FSHAX: Nuveen Short Term Municipal Bond A (MUTUAL FUND)
Basic Info 10.2 0(0.0%) May 10
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 11/05/2002 |
| Last Dividend Date: | 04/30/2021 |
| 12-Mo. Yield | 1.42% |
| Expenses | 0.73% |
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Performance Analytics (As of 05/07/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 0.3 | 2.8 | 2.2 | 1.4 | 1.5 | 2.1 | 2.0 | 1.9 | 3.2 | 1.2 | 1.2 | -0.1 | 0.7 | 0.9 | 1.0 | 2.4 | 4.0 | 1.7 | 7.0 | -0.3 | 3.9 | 3.0 | 1.0 | 0.8 | 2.3 | 1.0 |
| SR | NA | 0.88 | 3.34 | 0.77 | 0.43 | 0.95 | NA | 0.82 | 0.58 | 2.14 | -0.14 | 0.63 | -0.41 | 0.81 | 1.24 | 1.16 | 2.7 | 3.92 | 1.41 | 4.21 | -0.39 | 0.66 | -0.35 | -1.46 | -0.08 | 0.93 | 3.04 |
| DD(%) | NA | 0.6 | 0.6 | 5.0 | 5.0 | 5.0 | NA | 5.0 | 5.0 | 0.8 | 0.6 | 0.8 | 1.5 | 0.6 | 0.5 | 1.1 | 0.3 | 0.6 | 1.4 | 1.1 | 4.3 | 0.3 | 0.3 | 0.5 | 2.6 | 1.8 | 0.9 |
| SD(%) | NA | 0.9 | 0.9 | 1.8 | 1.5 | 1.2 | NA | 1.4 | 2.8 | 0.9 | 0.8 | 0.9 | 0.9 | 0.8 | 0.7 | 0.8 | 0.9 | 1.0 | 1.2 | 1.6 | 3.1 | 1.3 | 0.9 | 0.8 | 1.5 | 1.7 | 2.0 |
| TR | NA | 0.01 | 0.03 | 0.01 | 0.01 | 0.01 | NA | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.03 | 0.01 | 0.05 | -0.01 | 0.01 | -0.01 | -0.05 | 0.0 | 0.02 | 0.05 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta(%) | NA | 1.18 | 0.92 | 1.3 | 1.24 | 1.18 | NA | 1.09 | 1.4 | 0.92 | 0.6 | 0.76 | 0.75 | 0.62 | 0.79 | 0.88 | 1.02 | 1.17 | 1.34 | 1.32 | 1.59 | 0.79 | 0.33 | 0.25 | 1.13 | 0.92 | 1.19 |
| RS | NA | 0.33 | 0.27 | 0.78 | 0.69 | 0.58 | NA | 0.41 | 0.88 | 0.44 | 0.23 | 0.23 | 0.22 | 0.11 | 0.17 | 0.28 | 0.29 | 0.36 | 0.46 | 0.44 | 0.45 | 0.45 | 0.13 | 0.06 | 0.36 | 0.21 | 0.28 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2002
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni National Short Asset Class Trend Rankings |
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Best ETFs
- SMB (Market Vectors Short Municipal ETF) 0.06% (93%)
- SMMU (PIMCO Short Term Municipal Bond Actv ETF) 0.02% (77%)
- SHM (SPDR Nuveen Barclays ST Muni Bd ETF) 0.10% (67%)
- SUB (iShares ST National AMTFree Muni Bnd) 0.06% (34%)
- PVI (PowerShares VRDO Tax-Free Weekly ETF) 0.0% (26%)
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