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NXJ: Nuveen New Jersey Quality Municipal Income (CEF)
Basic Info 11.67 0.13(1.10%) April 25
Asset Class: | Muni New Jersey |
MyPlanIQ Rating: | (97%) |
Start Date: | 09/13/2002 |
Last Dividend Date: | 04/12/2024 |
12-Mo. Yield | 3.12% |
Expenses | - |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.5 | 0.8 | 7.3 | -0.6 | 3.1 | 4.5 | 6.1 | 4.9 | 4.8 | 11.7 | -19.2 | 14.0 | 2.8 | 14.7 | -7.0 | 6.0 | 2.9 | 6.7 | 14.1 | -14.6 | 14.3 | 13.0 | 6.8 | 50.1 | -25.4 | -14.0 | 9.6 | 7.4 | 6.4 | 14.3 | -2.0 |
Sharpe Ratio | NA | 0.33 | 0.47 | -0.24 | 0.14 | 0.35 | NA | NA | 0.28 | 0.84 | -1.63 | 2.06 | 0.11 | 2.47 | -1.54 | 0.89 | 0.29 | 1.0 | 2.2 | -1.22 | 1.18 | 1.23 | 0.56 | 2.74 | -0.89 | -1.14 | 0.4 | 0.33 | 0.36 | 1.15 | -0.48 |
Draw Down(%) | NA | 2.8 | 11.8 | 26.1 | 26.4 | 26.4 | NA | NA | 46.1 | 12.7 | 25.7 | 5.1 | 26.4 | 4.1 | 10.3 | 3.5 | 15.8 | 7.2 | 3.5 | 23.0 | 7.4 | 8.8 | 16.0 | 9.3 | 38.9 | 20.0 | 12.5 | 12.6 | 19.5 | 8.8 | 10.3 |
Standard Deviation(%) | NA | 7.8 | 8.6 | 9.9 | 13.4 | 10.6 | NA | NA | 13.7 | 9.0 | 12.7 | 6.8 | 23.9 | 5.4 | 5.4 | 6.1 | 9.4 | 6.7 | 6.4 | 11.9 | 12.2 | 10.5 | 12.0 | 18.2 | 29.4 | 15.1 | 15.9 | 15.9 | 15.1 | 11.8 | 15.8 |
Treynor Ratio | NA | 0.03 | 0.04 | -0.02 | 0.02 | 0.03 | NA | NA | 0.03 | 0.06 | -0.16 | 0.12 | 0.03 | 0.15 | -0.09 | 0.05 | 0.02 | 0.06 | 0.2 | -0.12 | 0.16 | 0.14 | 0.06 | 0.82 | -0.17 | -0.13 | 0.11 | 0.03 | 0.06 | 0.16 | -0.06 |
Alpha | NA | 0.04 | 0.02 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | -0.04 | 0.04 | 0.0 | 0.03 | -0.03 | -0.01 | 0.01 | 0.01 | 0.03 | -0.05 | 0.03 | 0.02 | 0.02 | 0.14 | -0.08 | -0.07 | 0.02 | 0.02 | 0.02 | 0.04 | -0.03 |
Beta | NA | 1.02 | 1.14 | 1.27 | 1.07 | 1.07 | NA | NA | 1.11 | 1.18 | 1.33 | 1.21 | 0.91 | 0.89 | 0.94 | 1.01 | 1.35 | 1.13 | 0.72 | 1.23 | 0.92 | 0.91 | 1.22 | 0.61 | 1.57 | 1.31 | 0.6 | 1.62 | 0.86 | 0.83 | 1.25 |
RSquared | NA | 0.19 | 0.38 | 0.32 | 0.19 | 0.18 | NA | NA | 0.1 | 0.42 | 0.34 | 0.12 | 0.12 | 0.13 | 0.15 | 0.21 | 0.21 | 0.18 | 0.06 | 0.14 | 0.03 | 0.05 | 0.09 | 0.01 | 0.11 | 0.07 | 0.01 | 0.09 | 0.05 | 0.08 | 0.14 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.6 | 5.9 | 6.6 | 6.6 | 7.6 | 6.0 | 4.7 | 5.1 | 6.6 | 6.3 | 6.6 | N/A |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -13.3 | -2.4 | 1.2 | 15.1 | -7.6 | 6.8 | -5.1 | -22.0 | 4.2 | 2.1 | 347.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/2001
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