Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FAMTX (NUVEEN MINNESOTA INTERMEDIATE MUNICIPAL BOND FUND CLASS I) | 0.88% | 2.41% | 2.51% | 0.83% | 2.03% | 2.71% | 3.06% | 3.77% |
Data as of 07/07/2025, AR inception is 03/23/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAMTX (NUVEEN MINNESOTA INTERMEDIATE MUNICIPAL BOND FUND CLASS I) | 03/23/1994 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 2.41 | 2.51 | 0.83 | 2.03 | 2.71 | 3.06 | 3.77 | 0.88 | 1.94 | 4.38 | -6.25 | 0.98 | 3.74 | 6.62 | 1.00 | 4.59 | 0.22 | 3.20 | 7.28 | -1.33 | 5.11 | 9.65 | 2.93 | 12.53 | -2.17 | 2.77 | 4.11 | 2.61 | 3.07 | 4.25 | 8.29 | 4.80 | 8.80 | -1.28 | 5.25 | 6.65 | 3.51 | 12.33 | -1.14 |
| Sharpe Ratio | NA | -0.26 | -0.23 | -0.44 | 0.19 | NA | NA | 0.71 | -0.40 | -0.68 | 0.24 | -2.18 | 0.70 | 0.51 | 3.11 | -0.22 | 1.93 | 0.00 | 1.60 | 3.89 | -0.48 | 2.37 | 3.65 | 1.19 | 3.96 | -0.72 | -0.17 | 0.41 | 0.18 | 0.73 | 1.14 | 3.01 | 1.33 | 2.88 | -2.84 | 0.93 | 1.64 | -0.05 | 2.91 | -1.24 |
| Standard Deviation(%) | NA | 3.81 | 3.28 | 2.88 | 3.25 | NA | NA | 2.80 | 4.68 | 2.46 | 3.08 | 3.53 | 1.36 | 6.78 | 1.65 | 1.75 | 2.04 | 2.58 | 1.98 | 1.87 | 2.83 | 2.15 | 2.63 | 2.39 | 3.14 | 4.35 | 2.23 | 1.72 | 1.96 | 2.87 | 3.10 | 2.37 | 1.79 | 1.59 | 1.64 | 1.92 | 1.81 | 2.94 | 2.87 | 3.86 |
| Draw Down(%) | NA | 3.74 | 5.73 | 10.90 | 10.90 | NA | NA | 10.90 | 3.74 | 1.68 | 4.95 | 10.46 | 1.68 | 10.13 | 1.32 | 1.58 | 1.25 | 5.05 | 1.98 | 1.33 | 5.53 | 1.78 | 1.82 | 3.74 | 1.93 | 7.83 | 1.58 | 1.09 | 1.98 | 4.60 | 4.60 | 2.81 | 2.68 | 2.00 | 3.04 | 1.19 | 1.58 | 2.63 | 1.50 | 4.36 |
| Yield(%) | 0.28 | 3.23 | 2.96 | 2.46 | 2.72 | 3.06 | 3.29 | 3.87 | 1.62 | 2.93 | 3.03 | 2.27 | 1.81 | 2.54 | 3.01 | 2.98 | 2.87 | 3.04 | 3.13 | 3.44 | 3.40 | 3.62 | 3.84 | 3.34 | 4.12 | 4.24 | 4.32 | 4.42 | 4.89 | 4.17 | 4.26 | 4.52 | 4.32 | 4.70 | 4.36 | 4.53 | 4.78 | 4.69 | 4.87 | 3.63 |
Data as of 07/07/2025, AR inception is 03/23/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAMTX (NUVEEN MINNESOTA INTERMEDIATE MUNICIPAL BOND FUND CLASS I) |
-2.02%
Oct 2020 - Oct 2023 |
0.38%
Oct 2017 - Oct 2022 |
1.54%
Oct 2012 - Oct 2022 |
2.68%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAMTX (NUVEEN MINNESOTA INTERMEDIATE MUNICIPAL BOND FUND CLASS I) |
8.29%
Dec 2008 - Dec 2011 |
6.08%
Jan 2000 - Jan 2005 |
5.57%
Nov 1994 - Nov 2004 |
5.06%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart