Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FORCX (NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND CLASS I) | 0.85% | 5.91% | 3.56% | 0.92% | 1.77% | 2.44% | 2.94% | … | … |
Data as of 06/05/2026, Common starting date is 08/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FORCX (NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND CLASS I) | 08/21/1997 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 5.91 | 3.56 | 0.92 | 1.77 | 2.44 | 2.94 | … | … | 0.85 | 4.96 | 1.29 | 4.85 | -7.00 | 0.22 | 4.77 | 6.35 | 0.87 | 3.90 | -0.27 | 2.85 | 6.48 | -1.99 | 4.51 | 9.28 | 1.96 | 10.24 | -0.03 | 2.95 | 3.45 | 2.10 | 2.88 | 4.39 | 8.59 | 4.38 | 8.82 | -1.50 | 5.35 | 2.51 |
| Sharpe Ratio | NA | 1.67 | 0.19 | -0.54 | 0.05 | NA | NA | … | … | -0.27 | 0.57 | -0.93 | 0.38 | -2.49 | 0.13 | 0.63 | 2.77 | -0.32 | 1.49 | -0.18 | 1.44 | 3.78 | -0.71 | 2.31 | 4.17 | 0.76 | 3.06 | -0.22 | -0.09 | 0.02 | -0.08 | 0.59 | 1.10 | 2.78 | 0.90 | 2.88 | -2.75 | 0.88 | 2.13 |
| Standard Deviation(%) | NA | 2.05 | 3.06 | 2.98 | 3.37 | NA | NA | … | … | 2.42 | 3.65 | 2.49 | 3.14 | 3.40 | 1.57 | 7.16 | 1.76 | 1.62 | 2.18 | 2.72 | 1.96 | 1.71 | 2.87 | 1.95 | 2.22 | 2.46 | 3.32 | 4.55 | 2.28 | 1.80 | 2.06 | 3.24 | 3.33 | 2.68 | 2.17 | 1.60 | 1.77 | 2.15 | 1.61 |
| Draw Down(%) | NA | 2.40 | 4.29 | 11.59 | 11.59 | NA | NA | … | … | 2.40 | 3.93 | 1.97 | 5.13 | 10.96 | 2.12 | 10.70 | 1.60 | 1.92 | 1.62 | 5.69 | 2.10 | 1.28 | 5.91 | 1.77 | 1.74 | 4.25 | 2.35 | 7.13 | 1.79 | 1.21 | 2.29 | 5.19 | 5.08 | 3.22 | 3.24 | 2.11 | 3.27 | 1.49 | 0.50 |
| Yield(%) | 0.00 | 2.93 | 2.89 | 2.35 | 2.28 | 2.62 | 2.96 | … | … | 1.05 | 3.10 | 2.88 | 2.58 | 2.10 | 1.52 | 2.15 | 2.25 | 2.30 | 2.29 | 2.57 | 2.89 | 3.14 | 2.95 | 3.32 | 3.58 | 3.08 | 4.01 | 3.64 | 3.99 | 4.07 | 4.40 | 4.08 | 4.59 | 4.20 | 4.33 | 4.51 | 4.24 | 4.63 | 1.78 |
Data as of 06/05/2026, Common starting date is 08/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORCX (NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND CLASS I) |
-2.46%
Oct 2020 – Oct 2023 |
0.11%
Jul 2020 – Jul 2025 |
1.14%
Oct 2012 – Oct 2022 |
2.18%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORCX (NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND CLASS I) |
8.23%
May 2000 – May 2003 |
6.01%
Jan 2000 – Jan 2005 |
4.85%
May 2000 – May 2010 |
4.61%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart