Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FLTRX (NUVEEN LIMITED TERM MUNICIPAL BOND FUND NUVEEN LIMITED TERM MUNICIPAL BOND FUND - CLASS I) | 1.58% | 1.33% | 2.34% | 1.14% | 1.84% | 2.09% | 2.60% | 3.19% |
Data as of 07/22/2025, AR inception is 02/13/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLTRX (NUVEEN LIMITED TERM MUNICIPAL BOND FUND NUVEEN LIMITED TERM MUNICIPAL BOND FUND - CLASS I) | 02/13/1997 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 1.33 | 2.34 | 1.14 | 1.84 | 2.09 | 2.60 | 3.19 | 1.58 | 1.40 | 4.35 | -4.16 | 1.10 | 3.60 | 4.90 | 1.87 | 3.35 | -0.73 | 1.91 | 3.38 | 0.14 | 3.18 | 6.34 | 2.88 | 7.73 | 1.48 | 4.18 | 3.39 | 1.44 | 2.93 | 4.40 | 6.45 | 5.72 | 6.35 | 0.04 | 5.25 | 5.73 |
| Sharpe Ratio | NA | -0.64 | -0.40 | -0.47 | 0.17 | NA | NA | 0.81 | -0.09 | -0.99 | 0.32 | -2.33 | 1.08 | 0.63 | 2.84 | 0.44 | 2.14 | -0.61 | 1.55 | 2.89 | 0.06 | 2.42 | 4.18 | 1.66 | 4.15 | 0.17 | 0.84 | -0.02 | -0.57 | 0.87 | 1.85 | 2.75 | 1.91 | 1.94 | -2.89 | 1.33 | 1.90 |
| Standard Deviation(%) | NA | 3.02 | 2.47 | 2.16 | 2.41 | NA | NA | 1.97 | 3.34 | 2.24 | 2.18 | 2.41 | 0.99 | 5.29 | 1.21 | 1.11 | 1.26 | 1.53 | 1.21 | 1.17 | 1.75 | 1.30 | 1.51 | 1.68 | 1.84 | 3.03 | 1.24 | 1.28 | 1.45 | 2.22 | 2.00 | 1.93 | 1.74 | 1.10 | 1.15 | 1.34 | 1.51 |
| Draw Down(%) | NA | 2.96 | 4.00 | 6.96 | 8.52 | NA | NA | 8.52 | 2.60 | 2.52 | 2.65 | 6.76 | 1.14 | 8.52 | 1.07 | 0.68 | 1.13 | 3.49 | 1.38 | 0.81 | 3.05 | 1.07 | 1.22 | 2.13 | 1.48 | 4.49 | 0.91 | 0.76 | 1.37 | 3.71 | 2.89 | 2.56 | 1.90 | 1.14 | 1.56 | 0.96 | 1.43 |
| Yield(%) | 0.00 | 2.85 | 2.30 | 1.89 | 1.99 | 2.14 | 2.54 | 3.13 | 1.47 | 2.49 | 2.22 | 1.23 | 1.27 | 2.13 | 2.02 | 2.02 | 2.03 | 2.03 | 2.07 | 2.17 | 2.11 | 2.52 | 2.80 | 2.97 | 3.75 | 3.82 | 3.89 | 3.69 | 3.44 | 3.42 | 3.68 | 4.52 | 4.97 | 4.91 | 4.63 | 4.93 | 4.45 |
Data as of 07/22/2025, AR inception is 02/13/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLTRX (NUVEEN LIMITED TERM MUNICIPAL BOND FUND NUVEEN LIMITED TERM MUNICIPAL BOND FUND - CLASS I) |
-0.62%
Oct 2020 - Oct 2023 |
0.88%
Oct 2017 - Oct 2022 |
1.26%
Oct 2012 - Oct 2022 |
2.13%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLTRX (NUVEEN LIMITED TERM MUNICIPAL BOND FUND NUVEEN LIMITED TERM MUNICIPAL BOND FUND - CLASS I) |
7.17%
May 2000 - May 2003 |
5.24%
Jan 2000 - Jan 2005 |
4.58%
May 2000 - May 2010 |
4.39%
Apr 1997 - Apr 2012 |
Annualized Rolling Returns Comparison Chart