Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NAAEX (NUVEEN SHORT TERM MUNICIPAL BOND FUND NUVEEN SHORT TERM MUNICIPAL BOND FUND CLASS C) | 0.18% | 1.75% | 2.18% | 0.44% | 0.54% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NAAEX (NUVEEN SHORT TERM MUNICIPAL BOND FUND NUVEEN SHORT TERM MUNICIPAL BOND FUND CLASS C) | 02/11/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 1.75 | 2.18 | 0.44 | 0.54 | NA | NA | … | … | 0.18 | 2.60 | 1.76 | 2.32 | -3.86 | -0.74 | 1.21 | 2.44 | 0.35 | 0.44 | -0.87 | 0.08 | 0.11 |
| Sharpe Ratio | NA | -0.72 | -0.73 | -1.57 | -0.81 | NA | NA | … | … | -2.03 | -0.20 | -1.51 | -0.93 | -3.35 | -1.07 | 0.34 | 1.23 | -1.55 | -0.28 | -1.34 | 0.07 | 0.16 |
| Standard Deviation(%) | NA | 1.01 | 1.31 | 1.33 | 1.39 | NA | NA | … | … | 1.14 | 1.38 | 1.24 | 1.44 | 1.59 | 0.71 | 2.82 | 0.79 | 0.67 | 0.78 | 0.81 | 0.72 | 0.67 |
| Draw Down(%) | NA | 0.95 | 1.22 | 6.11 | 6.28 | NA | NA | … | … | 0.95 | 1.22 | 0.64 | 1.48 | 5.37 | 0.96 | 4.98 | 0.82 | 0.68 | 1.05 | 1.70 | 0.79 | 0.39 |
| Yield(%) | 0.00 | 1.90 | 1.89 | 1.18 | 0.84 | 0.62 | 0.47 | … | … | 0.65 | 2.17 | 1.94 | 1.16 | 0.20 | 0.15 | 0.71 | 0.73 | 0.45 | 0.24 | 0.23 | 0.47 | 0.50 |
Data as of 06/05/2026, Common starting date is 02/11/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAAEX (NUVEEN SHORT TERM MUNICIPAL BOND FUND NUVEEN SHORT TERM MUNICIPAL BOND FUND CLASS C) |
-1.55%
Oct 2019 – Oct 2022 |
-0.54%
Sep 2017 – Sep 2022 |
0.12%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAAEX (NUVEEN SHORT TERM MUNICIPAL BOND FUND NUVEEN SHORT TERM MUNICIPAL BOND FUND CLASS C) |
2.59%
Sep 2022 – Sep 2025 |
0.76%
Nov 2016 – Nov 2021 |
0.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart