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FWIRX: NUVEEN WISCONSIN MUNICIPAL BOND FUND NUVEEN WISCONSIN MUNICIPAL BOND FUND - CLASS I (MUTUAL FUND)
Basic Info 9.52 0.02(0.21%) May 19
| Asset Class: | Muni Single State Long |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 03/07/1997 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 2.03% |
| Expenses | 1.69% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/07/1997 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | -2.8 | -3.7 | 1.4 | 0.8 | 1.9 | 2.9 | 3.1 | 3.9 | 1.4 | 5.4 | -9.4 | 4.1 | 3.8 | 7.4 | 2.0 | 5.3 | -0.7 | 3.9 | 12.7 | -6.0 | 7.3 | 11.9 | 1.7 | 16.2 | -6.1 | 2.3 | 4.3 | 3.5 | 4.8 | 4.9 | 9.1 | 4.5 | 13.6 | -6.7 | 6.9 | 9.0 |
| Sharpe Ratio | NA | -0.9 | -1.27 | -0.43 | -0.34 | 0.05 | NA | NA | 0.58 | -1.06 | 0.22 | -1.82 | 2.32 | 0.44 | 3.51 | 0.38 | 2.15 | -0.32 | 1.84 | 5.89 | -1.45 | 2.7 | 4.12 | 0.53 | 3.87 | -0.87 | -0.24 | 0.46 | 0.55 | 1.06 | 1.28 | 2.49 | 0.87 | 3.56 | -3.51 | 1.3 | 2.65 |
| Draw Down(%) | NA | 7.8 | 11.8 | 11.8 | 14.9 | 14.9 | NA | NA | 14.9 | 6.4 | 8.5 | 14.8 | 1.8 | 12.8 | 1.3 | 2.0 | 1.2 | 6.7 | 2.0 | 1.2 | 10.6 | 2.8 | 2.6 | 6.3 | 3.2 | 14.4 | 2.7 | 1.6 | 2.4 | 5.5 | 5.2 | 4.1 | 3.8 | 3.7 | 8.2 | 2.0 | 1.6 |
| Standard Deviation(%) | NA | 10.7 | 7.7 | 6.5 | 5.3 | 4.7 | NA | NA | 4.0 | 4.9 | 5.5 | 5.9 | 1.8 | 8.3 | 1.7 | 1.9 | 2.2 | 2.8 | 2.1 | 2.2 | 4.2 | 2.7 | 2.9 | 3.1 | 4.1 | 8.1 | 2.8 | 2.2 | 2.5 | 3.6 | 3.3 | 3.2 | 2.6 | 2.7 | 2.8 | 2.8 | 2.8 |
| Treynor Ratio | NA | -0.07 | -0.08 | -0.02 | -0.02 | 0.0 | NA | NA | 0.02 | -0.05 | 0.01 | -0.1 | 0.05 | 0.04 | 0.09 | 0.01 | 0.06 | -0.01 | 0.05 | 0.14 | -0.06 | 0.07 | 0.12 | 0.02 | 0.17 | -0.06 | -0.01 | 0.02 | 0.02 | 0.05 | 0.06 | 0.12 | 0.04 | 0.14 | -0.14 | 0.05 | 0.11 |
| Alpha | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.02 | 0.01 | 0.01 |
| Beta | NA | 1.3 | 1.23 | 1.14 | 1.1 | 1.0 | NA | NA | 0.93 | 1.09 | 1.07 | 1.05 | 0.77 | 0.93 | 0.69 | 0.8 | 0.77 | 0.83 | 0.82 | 0.89 | 1.07 | 1.07 | 0.95 | 0.92 | 0.97 | 1.12 | 0.78 | 0.63 | 0.76 | 0.78 | 0.67 | 0.67 | 0.63 | 0.69 | 0.73 | 0.68 | 0.68 |
| RSquared | NA | 0.98 | 0.89 | 0.88 | 0.85 | 0.87 | NA | NA | 0.81 | 0.72 | 0.89 | 0.89 | 0.66 | 0.93 | 0.78 | 0.79 | 0.85 | 0.85 | 0.85 | 0.81 | 0.91 | 0.84 | 0.84 | 0.87 | 0.73 | 0.88 | 0.68 | 0.57 | 0.74 | 0.84 | 0.76 | 0.64 | 0.64 | 0.56 | 0.57 | 0.6 | 0.56 |
| Yield(%) | N/A | 0.0 | 2.0 | 2.9 | 2.9 | 3.1 | 3.5 | 3.6 | N/A | 2.9 | 3.5 | 3.1 | 2.9 | 3.0 | 2.9 | 3.4 | 3.4 | 3.6 | 3.8 | 4.3 | 3.8 | 4.0 | 4.2 | 3.7 | 4.4 | 3.9 | 4.2 | 4.3 | 4.7 | 4.3 | 4.5 | 4.5 | 4.6 | 5.0 | 4.5 | 5.0 | 4.5 |
| Dividend Growth(%) | N/A | -100.0 | -33.5 | -11.6 | -15.5 | -21.2 | N/A | N/A | N/A | -16.7 | -1.3 | 9.1 | -3.3 | 9.6 | -16.4 | 0.0 | -8.6 | -6.2 | -2.8 | 2.4 | -1.9 | 2.9 | 11.8 | -8.1 | 1.0 | -7.6 | -1.8 | -9.8 | 9.8 | -3.9 | 2.2 | -2.6 | 2.2 | -2.6 | -7.8 | 15.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/07/1997
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni Single State Long Asset Class Trend Rankings |
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