Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FLTDX (NUVEEN LIMITED TERM MUNICIPAL BOND FUND NUVEEN LIMITED TERM MUNICIPAL BOND FUND - CLASS A) | 1.76% | 2.05% | 2.49% | 1.10% | 1.72% | 1.98% | 2.43% | 3.94% |
Data as of 07/02/2025, AR inception is 12/30/1987
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FLTDX (NUVEEN LIMITED TERM MUNICIPAL BOND FUND NUVEEN LIMITED TERM MUNICIPAL BOND FUND - CLASS A) | 12/30/1987 | 07/02/2025 |
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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.41 | 2.05 | 2.49 | 1.10 | 1.72 | 1.98 | 2.43 | 3.94 | 1.76 | 1.48 | 4.11 | -4.36 | 1.07 | 3.42 | 4.71 | 1.69 | 3.13 | -1.03 | 1.68 | 3.05 | -0.07 | 2.94 | 6.28 | 2.70 | 7.62 | 1.29 | 3.92 | 3.23 | 1.30 | 2.59 | 4.25 | 5.60 | 5.47 | 6.19 | -0.18 | 5.11 | 6.92 | 4.12 | 10.28 | -1.90 | 9.04 | 8.73 | 9.95 | 6.62 | 8.10 | 6.39 | 0.54 |
Sharpe Ratio | NA | -0.39 | -0.32 | -0.44 | 0.13 | NA | NA | 0.85 | 0.15 | -0.99 | 0.21 | -2.41 | 1.07 | 0.60 | 2.81 | 0.28 | 2.12 | -0.84 | 1.34 | 2.64 | -0.06 | 2.29 | 4.03 | 1.55 | 3.97 | 0.11 | 0.63 | -0.15 | -0.63 | 0.70 | 1.77 | 2.22 | 2.21 | 1.79 | -2.48 | 1.20 | 1.86 | 0.17 | 2.69 | -1.63 | 3.13 | 2.90 | 2.68 | 0.47 | 0.97 | 0.66 | NA |
Standard Deviation(%) | NA | 2.99 | 2.47 | 2.15 | 2.39 | NA | NA | 2.09 | 3.52 | 2.17 | 2.20 | 2.41 | 0.98 | 5.26 | 1.15 | 1.11 | 1.17 | 1.48 | 1.23 | 1.15 | 1.74 | 1.27 | 1.55 | 1.68 | 1.89 | 3.01 | 1.22 | 1.20 | 1.53 | 2.29 | 1.99 | 2.01 | 1.38 | 1.10 | 1.43 | 1.37 | 1.74 | 2.75 | 2.34 | 3.06 | 2.19 | 2.13 | 2.24 | 2.37 | 2.22 | 2.27 | 0.00 |
Draw Down(%) | NA | 3.06 | 4.02 | 7.00 | 8.57 | NA | NA | 8.57 | 2.60 | 2.55 | 2.75 | 6.90 | 1.14 | 8.57 | 1.08 | 0.71 | 1.24 | 3.63 | 1.45 | 0.90 | 3.05 | 1.07 | 1.31 | 2.23 | 1.56 | 4.48 | 0.93 | 0.76 | 1.40 | 3.65 | 2.89 | 2.66 | 1.93 | 1.16 | 1.67 | 1.07 | 1.01 | 2.19 | 1.02 | 4.18 | 1.38 | 1.14 | 0.50 | 1.50 | 1.00 | 1.39 | 0.00 |
Yield(%) | 0.23 | 2.66 | 2.17 | 1.76 | 1.83 | 1.98 | 2.36 | 3.88 | 1.38 | 2.47 | 2.00 | 1.01 | 1.23 | 1.96 | 1.84 | 1.85 | 1.82 | 1.80 | 1.84 | 1.95 | 1.89 | 2.37 | 2.67 | 2.88 | 3.56 | 3.62 | 3.64 | 3.44 | 3.20 | 3.19 | 3.44 | 3.63 | 4.73 | 4.67 | 4.41 | 4.79 | 4.78 | 4.65 | 4.92 | 4.62 | 5.07 | 5.66 | 6.52 | 6.59 | 6.43 | 6.35 | 0.54 |
Data as of 07/02/2025, AR inception is 12/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FLTDX (NUVEEN LIMITED TERM MUNICIPAL BOND FUND NUVEEN LIMITED TERM MUNICIPAL BOND FUND - CLASS A) |
-0.74%
Oct 2020 - Oct 2023 |
0.71%
Oct 2017 - Oct 2022 |
1.06%
Oct 2012 - Oct 2022 |
1.94%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FLTDX (NUVEEN LIMITED TERM MUNICIPAL BOND FUND NUVEEN LIMITED TERM MUNICIPAL BOND FUND - CLASS A) |
9.70%
Sep 1990 - Sep 1993 |
8.49%
Aug 1988 - Aug 1993 |
6.72%
Aug 1988 - Aug 1998 |
5.99%
May 1988 - May 2003 |
Annualized Rolling Returns Comparison Chart