Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NAC (Nuveen California Dividend Advantage Muni Fund) | 5.51% | 19.22% | 11.52% | 0.56% | 2.32% | 5.51% | 4.78% | … | … |
Data as of 06/04/2026, Common starting date is 05/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NAC (Nuveen California Dividend Advantage Muni Fund) | 05/26/1999 | 06/04/2026 |
| 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 (%) | 0.75 | 19.22 | 11.52 | 0.56 | 2.32 | 5.51 | 4.78 | … | … | 5.51 | 13.10 | 8.67 | 4.47 | -25.66 | 7.43 | 6.34 | 22.31 | -6.19 | 6.82 | -3.40 | 9.48 | 24.98 | -14.86 | 20.12 | 24.24 | 6.18 | 38.69 | -21.57 | -10.81 | 4.45 | 15.66 | 4.31 | 11.01 | 8.69 | 10.89 | 23.49 | -21.90 |
| Sharpe Ratio | NA | 2.28 | 1.00 | -0.17 | 0.06 | NA | NA | … | … | 1.50 | 1.16 | 0.60 | 0.08 | -1.75 | 0.88 | 0.23 | 3.05 | -1.07 | 0.87 | -0.35 | 1.07 | 2.97 | -1.04 | 1.84 | 2.40 | 0.49 | 1.66 | -0.60 | -1.37 | 0.10 | 1.61 | 0.35 | 1.08 | 0.71 | 0.63 | 1.08 | -1.89 |
| Standard Deviation(%) | NA | 7.72 | 8.99 | 10.79 | 12.46 | NA | NA | … | … | 8.32 | 8.86 | 8.47 | 10.42 | 15.57 | 8.39 | 26.88 | 6.82 | 7.10 | 7.08 | 10.47 | 8.85 | 8.42 | 14.37 | 11.01 | 10.10 | 12.44 | 23.29 | 37.37 | 10.21 | 9.92 | 8.31 | 9.50 | 9.53 | 10.69 | 13.60 | 17.93 | 19.62 |
| Draw Down(%) | NA | 4.96 | 13.60 | 36.35 | 36.35 | NA | NA | … | … | 4.96 | 8.88 | 5.81 | 18.01 | 32.32 | 5.98 | 28.72 | 7.68 | 10.77 | 6.57 | 17.76 | 7.61 | 3.97 | 24.55 | 8.45 | 5.66 | 17.05 | 14.33 | 43.71 | 15.22 | 6.79 | 7.09 | 15.23 | 10.99 | 7.31 | 8.40 | 9.09 | 23.05 |
| Yield(%) | 0.00 | 8.12 | 7.14 | 4.40 | 4.27 | 6.10 | 5.07 | … | … | 3.13 | 7.77 | 6.79 | 4.02 | 3.88 | 4.31 | 4.23 | 5.07 | 4.79 | 5.62 | 5.72 | 6.22 | 7.17 | 5.45 | 6.49 | 7.46 | 7.12 | 7.83 | 7.43 | 5.02 | 5.65 | 6.74 | 6.74 | 6.52 | 6.12 | 5.39 | 6.93 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAC (Nuveen California Dividend Advantage Muni Fund) |
-9.93%
Dec 2005 – Dec 2008 |
-2.49%
Dec 2003 – Dec 2008 |
1.00%
Oct 2012 – Oct 2022 |
4.07%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAC (Nuveen California Dividend Advantage Muni Fund) |
22.31%
Dec 2008 – Dec 2011 |
13.41%
Mar 2009 – Mar 2014 |
9.62%
Nov 2008 – Nov 2018 |
8.51%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison Chart