Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOTAX (NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND CLASS A) | 0.88% | 5.91% | 3.34% | 0.70% | 1.56% | 2.23% | 2.74% | … | … |
Data as of 06/03/2026, Common starting date is 02/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOTAX (NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND CLASS A) | 02/22/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 5.91 | 3.34 | 0.70 | 1.56 | 2.23 | 2.74 | … | … | 0.88 | 4.60 | 1.05 | 4.61 | -7.30 | 0.04 | 4.64 | 6.08 | 0.68 | 3.98 | -0.54 | 2.51 | 6.34 | -2.19 | 4.29 | 9.05 | 1.83 | 10.17 | -0.16 | 2.82 | 3.33 | 1.87 | 2.76 | 4.26 | 7.61 | 4.25 | 8.82 | -2.16 |
| Sharpe Ratio | NA | 1.52 | 0.10 | -0.62 | -0.02 | NA | NA | … | … | -0.25 | 0.47 | -1.05 | 0.30 | -2.61 | 0.01 | 0.61 | 2.58 | -0.44 | 1.54 | -0.28 | 1.27 | 3.51 | -0.77 | 2.17 | 4.08 | 0.71 | 3.26 | -0.25 | -0.15 | -0.05 | -0.19 | 0.57 | 1.06 | 2.40 | 0.86 | 2.87 | -3.09 |
| Standard Deviation(%) | NA | 2.01 | 3.07 | 2.96 | 3.36 | NA | NA | … | … | 2.39 | 3.65 | 2.45 | 3.15 | 3.37 | 1.49 | 7.16 | 1.78 | 1.60 | 2.17 | 2.73 | 1.96 | 1.80 | 2.89 | 1.96 | 2.21 | 2.44 | 3.09 | 4.50 | 2.23 | 1.79 | 2.07 | 3.13 | 3.34 | 2.69 | 2.11 | 1.60 | 1.90 |
| Draw Down(%) | NA | 2.40 | 4.43 | 11.76 | 11.76 | NA | NA | … | … | 2.40 | 3.96 | 1.89 | 5.20 | 11.14 | 2.04 | 10.72 | 1.53 | 1.89 | 1.66 | 5.88 | 2.18 | 1.20 | 5.98 | 1.77 | 1.76 | 4.29 | 2.43 | 7.14 | 1.86 | 1.17 | 2.22 | 5.20 | 5.01 | 3.52 | 3.25 | 2.11 | 2.94 |
| Yield(%) | 0.00 | 2.71 | 2.68 | 2.13 | 2.10 | 2.43 | 2.77 | … | … | 0.97 | 2.86 | 2.65 | 2.45 | 1.73 | 1.33 | 2.03 | 2.08 | 2.11 | 2.26 | 2.40 | 2.66 | 2.90 | 2.75 | 3.20 | 3.35 | 2.95 | 3.80 | 3.52 | 3.86 | 3.95 | 4.27 | 3.97 | 4.47 | 3.18 | 4.30 | 4.52 | 3.86 |
Data as of 06/03/2026, Common starting date is 02/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOTAX (NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND CLASS A) |
-2.71%
Oct 2020 – Oct 2023 |
-0.13%
Jul 2020 – Jul 2025 |
0.95%
Oct 2012 – Oct 2022 |
1.97%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOTAX (NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND CLASS A) |
7.81%
May 2000 – May 2003 |
5.76%
Jan 2000 – Jan 2005 |
4.64%
May 2000 – May 2010 |
4.42%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart