Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNMCX (NUVEEN NEW MEXICO MUNICIPAL BOND FUND NUVEEN NEW MEXICO MUNICIPAL BOND FUND – CLASS C2) | NA | 1.74% | 3.86% | 2.25% | 2.80% | 3.09% | 3.26% | … | … |
Data as of 08/04/2021, Common starting date is 03/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNMCX (NUVEEN NEW MEXICO MUNICIPAL BOND FUND NUVEEN NEW MEXICO MUNICIPAL BOND FUND – CLASS C2) | 03/07/1997 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.74 | 3.86 | 2.25 | 2.80 | 3.09 | 3.26 | … | … | 0.67 | 4.62 | 5.36 | 0.34 | 3.96 | -0.35 | 3.15 | 7.93 | -5.18 | 5.30 | 9.52 | 0.88 | 14.89 | -7.16 | 1.67 | 4.02 | 3.28 | 4.21 | 3.44 | 6.96 | 4.17 | 9.41 | -5.59 | 5.38 | 8.85 |
| Sharpe Ratio | NA | 1.05 | 0.73 | 0.42 | 0.78 | NA | NA | … | … | 0.65 | 0.63 | 2.31 | -0.60 | 1.55 | -0.22 | 1.48 | 4.43 | -1.46 | 2.35 | 3.51 | 0.29 | 4.70 | -1.08 | -0.56 | 0.36 | 0.40 | 0.87 | 0.82 | 1.96 | 0.88 | 2.65 | -3.81 | 0.83 | 2.32 |
| Standard Deviation(%) | NA | 1.59 | 4.26 | 3.60 | 3.10 | NA | NA | … | … | 1.73 | 6.97 | 1.71 | 1.66 | 2.15 | 2.54 | 2.12 | 1.79 | 3.56 | 2.25 | 2.70 | 2.71 | 3.15 | 7.45 | 2.43 | 2.04 | 2.74 | 3.74 | 3.36 | 3.00 | 2.13 | 2.02 | 2.31 | 2.47 | 3.17 |
| Draw Down(%) | NA | 2.12 | 10.22 | 10.22 | 10.22 | NA | NA | … | … | 2.12 | 10.22 | 1.41 | 1.99 | 1.32 | 5.57 | 2.24 | 1.39 | 8.76 | 2.26 | 2.60 | 5.59 | 2.09 | 14.44 | 2.69 | 1.60 | 2.61 | 6.06 | 6.03 | 3.80 | 3.32 | 2.77 | 6.67 | 1.83 | 1.74 |
| Yield(%) | 0.00 | 1.44 | 2.03 | 2.10 | 2.48 | 2.79 | 3.03 | … | … | 0.69 | 1.99 | 2.27 | 2.42 | 2.46 | 2.54 | 2.62 | 2.76 | 2.73 | 2.91 | 3.44 | 3.29 | 4.00 | 3.44 | 3.24 | 3.26 | 3.51 | 3.71 | 3.84 | 4.18 | 4.22 | 4.44 | 3.95 | 4.21 | 3.71 |
Data as of 08/04/2021, Common starting date is 03/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMCX (NUVEEN NEW MEXICO MUNICIPAL BOND FUND NUVEEN NEW MEXICO MUNICIPAL BOND FUND – CLASS C2) |
-0.61%
Dec 2005 – Dec 2008 |
1.11%
Dec 2003 – Dec 2008 |
2.28%
Nov 1998 – Nov 2008 |
2.80%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMCX (NUVEEN NEW MEXICO MUNICIPAL BOND FUND NUVEEN NEW MEXICO MUNICIPAL BOND FUND – CLASS C2) |
8.28%
Dec 2008 – Dec 2011 |
6.11%
Jan 2000 – Jan 2005 |
4.53%
May 2000 – May 2010 |
4.35%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart