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NXR: Nuveen Select Tax-Free Income Portfolio 3 (CEF)
Basic Info
Asset Class: | Muni National Long |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/18/1995 |
Last Dividend Date: | 12/02/2021 |
12-Mo. Yield | 3.80% |
Expenses | - |
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Performance Analytics (As of 12/07/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 4.4 | 9.1 | 7.4 | 5.8 | 5.4 | 5.8 | 7.1 | -0.0 | 10.7 | 14.0 | -5.9 | 8.5 | 1.1 | 6.3 | 15.7 | -7.7 | 6.8 | 14.5 | -8.5 | 13.1 | 8.4 | -1.0 | 9.6 | 8.2 | 3.8 | 5.1 | 6.4 | 3.5 | 18.5 | -10.0 | 17.4 | 21.3 | 16.4 | 8.7 |
Sharpe Ratio | NA | 0.25 | 0.57 | 0.54 | 0.49 | NA | NA | 0.48 | 0.0 | 0.59 | 1.64 | -0.9 | 1.03 | 0.1 | 0.89 | 2.38 | -0.65 | 0.59 | 1.48 | -0.82 | 0.82 | 0.33 | -0.42 | 0.85 | 0.78 | 0.27 | 0.55 | 0.54 | 0.1 | 1.35 | -1.1 | 1.18 | -2.53 | 0.96 | 1.36 |
Draw Down(%) | NA | 11.0 | 17.8 | 17.8 | 20.9 | NA | NA | 20.9 | 11.0 | 17.8 | 3.8 | 8.3 | 5.2 | 12.5 | 7.0 | 3.3 | 18.9 | 9.5 | 7.3 | 15.2 | 8.0 | 17.8 | 7.4 | 2.4 | 3.8 | 10.4 | 6.5 | 8.8 | 7.8 | 6.6 | 14.3 | 4.8 | 5.4 | 5.6 | 2.8 |
Standard Deviation(%) | NA | 17.5 | 14.9 | 12.5 | 11.1 | NA | NA | 11.8 | 17.3 | 17.8 | 7.7 | 8.0 | 7.7 | 8.9 | 7.1 | 6.6 | 12.0 | 11.5 | 9.8 | 10.4 | 15.9 | 22.5 | 9.6 | 7.5 | 7.7 | 10.5 | 7.9 | 9.9 | 11.6 | 10.7 | 12.0 | 12.0 | 13.3 | 13.3 | 16.2 |
Treynor Ratio | NA | 0.02 | 0.1 | 0.08 | 0.06 | NA | NA | 0.08 | 0.0 | 0.14 | 0.2 | -0.1 | 0.09 | 0.01 | 0.06 | 0.27 | -0.06 | 0.07 | 0.61 | -0.09 | 0.54 | 0.13 | -0.09 | 0.09 | 0.08 | 0.03 | 0.07 | 0.08 | 0.01 | 0.56 | -0.14 | 0.36 | -2.12 | 0.24 | 0.68 |
Alpha | NA | 0.0 | 0.02 | 0.01 | 0.01 | NA | NA | 0.01 | -0.02 | 0.03 | 0.03 | -0.03 | 0.01 | 0.0 | 0.01 | 0.03 | -0.01 | 0.0 | 0.05 | -0.04 | 0.04 | 0.05 | -0.01 | 0.02 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.04 | -0.03 | 0.05 | -0.11 | 0.05 | 0.06 |
Beta | NA | 1.93 | 0.81 | 0.82 | 0.89 | NA | NA | 0.69 | 1.96 | 0.77 | 0.62 | 0.7 | 0.89 | 0.82 | 1.01 | 0.59 | 1.38 | 1.02 | 0.24 | 0.97 | 0.24 | 0.57 | 0.47 | 0.72 | 0.72 | 0.83 | 0.63 | 0.69 | 0.93 | 0.26 | 0.92 | 0.4 | 0.16 | 0.53 | 0.32 |
RSquared | NA | 0.05 | 0.08 | 0.08 | 0.08 | NA | NA | 0.05 | 0.05 | 0.13 | 0.03 | 0.04 | 0.09 | 0.08 | 0.11 | 0.04 | 0.18 | 0.04 | 0.0 | 0.08 | 0.0 | 0.03 | 0.02 | 0.06 | 0.07 | 0.11 | 0.12 | 0.07 | 0.07 | 0.0 | 0.05 | 0.01 | 0.0 | 0.04 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/24/1992
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