Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| FWIRX (NUVEEN WISCONSIN MUNICIPAL BOND FUND NUVEEN WISCONSIN MUNICIPAL BOND FUND - CLASS I) | 3.91% | -2.76% | -3.51% | 1.78% | 0.77% | 1.95% | 2.88% | 3.13% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FWIRX (NUVEEN WISCONSIN MUNICIPAL BOND FUND NUVEEN WISCONSIN MUNICIPAL BOND FUND - CLASS I) | 03/07/1997 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 03/07/1997.
AR inception is since 03/07/1997.
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -3.51 | 1.78 | 0.77 | 1.95 | 2.88 | 3.13 | 3.91 | -2.76 | 1.35 | 5.43 | -9.37 | 4.13 | 3.84 | 7.43 | 2.04 | 5.35 | -0.71 | 3.94 | 12.71 | -6.02 | 7.29 | 11.88 | 1.73 | 16.17 | -6.10 | 2.33 | 4.29 | 3.52 | 4.78 | 4.87 | 9.13 | 4.51 | 13.64 | -6.75 | 6.91 | 9.01 |
| Sharpe Ratio | NA | -1.27 | -0.43 | -0.34 | 0.05 | NA | NA | 0.58 | -0.90 | -1.06 | 0.22 | -1.82 | 2.32 | 0.44 | 3.51 | 0.38 | 2.15 | -0.32 | 1.84 | 5.89 | -1.45 | 2.70 | 4.12 | 0.53 | 3.87 | -0.87 | -0.24 | 0.46 | 0.55 | 1.06 | 1.28 | 2.49 | 0.87 | 3.56 | -3.51 | 1.30 | 2.65 |
| Standard Deviation(%) | NA | 7.70 | 6.50 | 5.26 | 4.75 | NA | NA | 3.99 | 10.70 | 4.92 | 5.50 | 5.94 | 1.77 | 8.26 | 1.72 | 1.91 | 2.21 | 2.83 | 2.13 | 2.16 | 4.19 | 2.70 | 2.88 | 3.10 | 4.15 | 8.08 | 2.80 | 2.21 | 2.46 | 3.64 | 3.27 | 3.22 | 2.56 | 2.68 | 2.85 | 2.77 | 2.85 |
| Draw Down(%) | NA | 11.77 | 11.77 | 14.87 | 14.87 | NA | NA | 14.87 | 7.79 | 6.36 | 8.54 | 14.78 | 1.80 | 12.83 | 1.27 | 1.98 | 1.24 | 6.66 | 2.00 | 1.22 | 10.56 | 2.80 | 2.59 | 6.27 | 3.22 | 14.43 | 2.70 | 1.64 | 2.40 | 5.46 | 5.24 | 4.08 | 3.79 | 3.68 | 8.16 | 2.05 | 1.64 |
| Yield(%) | 0.00 | 2.04 | 2.91 | 2.86 | 3.08 | 3.48 | 3.56 | 4.16 | 0.00 | 2.88 | 3.51 | 3.12 | 2.89 | 3.01 | 2.87 | 3.39 | 3.45 | 3.61 | 3.85 | 4.29 | 3.79 | 3.98 | 4.16 | 3.65 | 4.42 | 3.94 | 4.19 | 4.27 | 4.67 | 4.28 | 4.47 | 4.55 | 4.64 | 4.96 | 4.51 | 4.97 | 4.48 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWIRX (NUVEEN WISCONSIN MUNICIPAL BOND FUND NUVEEN WISCONSIN MUNICIPAL BOND FUND - CLASS I) |
-2.56%
Oct 2020 - Oct 2023 |
0.38%
Oct 2018 - Oct 2023 |
1.60%
Oct 2012 - Oct 2022 |
2.93%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWIRX (NUVEEN WISCONSIN MUNICIPAL BOND FUND NUVEEN WISCONSIN MUNICIPAL BOND FUND - CLASS I) |
9.76%
Dec 2008 - Dec 2011 |
7.71%
Jan 2000 - Jan 2005 |
5.68%
Jan 2000 - Jan 2010 |
5.65%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart