Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSHAX (NUVEEN SHORT TERM MUNICIPAL BOND FUND CLASS A) | 1.84% | 3.52% | 2.53% | 1.17% | 1.26% | 1.42% | 1.83% | 1.87% |
Data as of 07/03/2025, AR inception is 11/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSHAX (NUVEEN SHORT TERM MUNICIPAL BOND FUND CLASS A) | 11/05/2002 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 3.52 | 2.53 | 1.17 | 1.26 | 1.42 | 1.83 | 1.87 | 1.84 | 2.59 | 3.26 | -3.11 | 0.29 | 1.90 | 3.24 | 1.22 | 1.18 | -0.15 | 0.65 | 0.88 | 1.01 | 2.35 | 3.98 | 1.72 | 6.98 | -0.29 | 3.86 | 2.98 | 1.03 | 0.82 | 2.26 | 0.99 |
| Sharpe Ratio | NA | 0.18 | -0.55 | -0.67 | -0.12 | NA | NA | 0.47 | 0.35 | -0.80 | -0.28 | -2.99 | 0.36 | 0.58 | 2.06 | -0.20 | 0.60 | -0.42 | 0.81 | 1.24 | 1.16 | 2.70 | 3.92 | 1.40 | 4.21 | -0.40 | 0.56 | -0.49 | -1.58 | -0.11 | 0.92 | 3.02 |
| Standard Deviation(%) | NA | 1.60 | 1.47 | 1.32 | 1.40 | NA | NA | 1.42 | 1.85 | 1.28 | 1.45 | 1.53 | 0.74 | 2.84 | 0.86 | 0.78 | 0.87 | 0.85 | 0.77 | 0.69 | 0.84 | 0.86 | 1.01 | 1.16 | 1.63 | 3.13 | 1.27 | 0.89 | 0.78 | 1.55 | 1.68 | 1.96 |
| Draw Down(%) | NA | 1.22 | 2.78 | 5.22 | 5.22 | NA | NA | 5.22 | 1.22 | 0.61 | 1.32 | 4.87 | 0.59 | 4.96 | 0.75 | 0.59 | 0.84 | 1.46 | 0.57 | 0.49 | 1.07 | 0.29 | 0.62 | 1.37 | 1.09 | 4.31 | 0.31 | 0.31 | 0.51 | 2.65 | 1.79 | 0.89 |
| Yield(%) | 0.25 | 2.96 | 2.29 | 1.72 | 1.46 | 1.50 | 1.81 | 1.92 | 1.52 | 2.75 | 1.98 | 0.93 | 0.93 | 1.53 | 1.53 | 1.22 | 0.98 | 0.95 | 0.95 | 1.07 | 1.39 | 1.94 | 1.93 | 1.52 | 2.49 | 2.91 | 3.18 | 2.73 | 2.83 | 2.30 | 3.32 | 0.00 |
Data as of 07/03/2025, AR inception is 11/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSHAX (NUVEEN SHORT TERM MUNICIPAL BOND FUND CLASS A) |
-0.75%
Oct 2019 - Oct 2022 |
0.27%
Oct 2017 - Oct 2022 |
0.54%
Oct 2012 - Oct 2022 |
1.36%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSHAX (NUVEEN SHORT TERM MUNICIPAL BOND FUND CLASS A) |
4.20%
Dec 2008 - Dec 2011 |
3.37%
Jan 2007 - Jan 2012 |
2.59%
May 2004 - May 2014 |
2.10%
Feb 2005 - Feb 2020 |
Annualized Rolling Returns Comparison Chart