Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNMTX (NUVEEN NEW MEXICO MUNICIPAL BOND FUND NUVEEN NEW MEXICO MUNICIPAL BOND FUND – CLASS A) | 1.72% | 8.09% | 3.80% | 0.75% | 1.84% | 2.65% | 2.96% | … | … |
Data as of 06/03/2026, Common starting date is 11/27/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNMTX (NUVEEN NEW MEXICO MUNICIPAL BOND FUND NUVEEN NEW MEXICO MUNICIPAL BOND FUND – CLASS A) | 11/27/1992 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 8.09 | 3.80 | 0.75 | 1.84 | 2.65 | 2.96 | … | … | 1.72 | 3.75 | 1.99 | 5.52 | -9.16 | 1.33 | 5.20 | 5.85 | 0.99 | 4.54 | 0.31 | 3.75 | 8.57 | -4.73 | 5.87 | 10.16 | 1.50 | 15.48 | -6.68 | 2.26 | 4.53 | 3.88 | 4.82 | 3.97 | 7.63 | 4.67 | 10.07 | -4.90 | 5.95 | 10.23 | 4.04 | 17.87 | -6.93 | 13.66 | 1.81 |
| Sharpe Ratio | NA | 1.74 | 0.20 | -0.46 | 0.06 | NA | NA | … | … | 0.41 | 0.16 | -0.49 | 0.47 | -2.64 | 0.80 | 0.70 | 2.57 | -0.22 | 1.81 | 0.04 | 1.73 | 4.70 | -1.30 | 2.55 | 3.61 | 0.51 | 4.89 | -1.03 | -0.37 | 0.58 | 0.58 | 1.01 | 0.98 | 2.22 | 1.05 | 2.85 | -3.35 | 0.99 | 1.91 | 0.07 | 2.81 | -1.32 | 2.98 | 7.83 |
| Standard Deviation(%) | NA | 2.82 | 4.35 | 3.97 | 3.82 | NA | NA | … | … | 3.02 | 5.51 | 3.36 | 4.02 | 4.03 | 1.62 | 7.00 | 1.71 | 1.78 | 2.15 | 2.65 | 2.15 | 1.82 | 3.65 | 2.30 | 2.81 | 2.79 | 3.14 | 7.42 | 2.43 | 1.93 | 2.78 | 3.78 | 3.32 | 2.92 | 2.15 | 2.05 | 2.47 | 2.51 | 3.41 | 5.55 | 4.94 | 7.58 | 3.84 | 2.48 |
| Draw Down(%) | NA | 2.55 | 6.27 | 13.70 | 13.70 | NA | NA | … | … | 2.55 | 5.85 | 2.45 | 6.29 | 13.27 | 2.12 | 10.21 | 1.41 | 1.85 | 1.25 | 5.35 | 2.06 | 1.25 | 8.62 | 2.26 | 2.60 | 5.48 | 2.15 | 14.11 | 2.41 | 1.41 | 2.53 | 5.97 | 5.91 | 3.85 | 3.23 | 2.72 | 6.30 | 1.73 | 2.20 | 5.21 | 3.26 | 13.59 | 3.45 | 0.21 |
| Yield(%) | 0.26 | 3.24 | 3.11 | 2.50 | 2.62 | 2.96 | 3.18 | … | … | 1.29 | 3.12 | 3.08 | 2.86 | 2.17 | 1.96 | 2.56 | 2.76 | 2.96 | 3.02 | 3.12 | 3.20 | 3.37 | 3.19 | 3.37 | 4.02 | 3.91 | 4.53 | 3.95 | 3.82 | 3.84 | 4.09 | 4.29 | 4.45 | 4.80 | 4.80 | 5.06 | 4.54 | 4.67 | 5.00 | 4.93 | 5.74 | 5.09 | 5.71 | 0.97 |
Data as of 06/03/2026, Common starting date is 11/27/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMTX (NUVEEN NEW MEXICO MUNICIPAL BOND FUND NUVEEN NEW MEXICO MUNICIPAL BOND FUND – CLASS A) |
-3.15%
Oct 2020 – Oct 2023 |
-0.29%
Jul 2020 – Jul 2025 |
1.08%
Oct 2012 – Oct 2022 |
2.19%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMTX (NUVEEN NEW MEXICO MUNICIPAL BOND FUND NUVEEN NEW MEXICO MUNICIPAL BOND FUND – CLASS A) |
11.10%
Nov 1994 – Nov 1997 |
7.52%
Apr 1994 – Apr 1999 |
6.48%
Nov 1994 – Nov 2004 |
5.58%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart