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NAADX: NUVEEN INFLATION PROTECTED MUNICIPAL BOND FUND NUVEEN INFLATION PROTECTED MUNICIPAL BOND FUND - CLASS C (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/11/2014 |
Last Dividend Date: | 06/19/2019 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 12/05/2019)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.8 | 1.9 | 1.1 | -0.2 | 2.9 | -2.7 | 4.1 | 1.6 | 0.7 | 1.4 |
Sharpe Ratio | NA | 0.24 | 0.36 | 0.17 | 0.3 | 1.07 | -1.9 | 1.48 | 0.52 | 0.21 | 0.63 |
Draw Down(%) | NA | 1.1 | 3.3 | 3.9 | 5.1 | 1.0 | 3.3 | 1.8 | 3.2 | 3.9 | 3.7 |
Standard Deviation(%) | NA | 1.6 | 2.1 | 2.4 | 2.4 | 1.5 | 2.1 | 2.3 | 2.7 | 3.0 | 2.6 |
Treynor Ratio | NA | 0.14 | 0.28 | 0.13 | 0.3 | 0.58 | -1.33 | -7.54 | 0.26 | 0.26 | -0.53 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.03 | 0.03 | 0.03 | 0.03 | 0.03 | 0.03 | 0.0 | 0.05 | 0.03 | -0.03 |
RSquared | NA | 0.07 | 0.03 | 0.03 | 0.02 | 0.06 | 0.06 | 0.0 | 0.07 | 0.02 | 0.02 |
Yield(%) | N/A | 1.1 | 1.1 | 1.5 | N/A | 1.0 | 1.1 | 1.1 | 2.1 | 2.3 | 1.7 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | -16.7 | 0.0 | -45.5 | -8.3 | 33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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