Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NAFOX (NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND CLASS ) | 0.49% | 5.22% | 2.56% | -0.03% | 0.81% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NAFOX (NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND CLASS ) | 02/11/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 5.22 | 2.56 | -0.03 | 0.81 | NA | NA | … | … | 0.49 | 4.24 | 0.01 | 3.85 | -8.10 | -0.42 | 3.81 | 5.32 | -0.15 | 3.04 | -1.24 | 1.69 | 3.34 |
| Sharpe Ratio | NA | 1.32 | -0.15 | -0.88 | -0.24 | NA | NA | … | … | -0.70 | 0.37 | -1.46 | 0.06 | -2.89 | -0.31 | 0.50 | 2.36 | -1.01 | 1.14 | -0.54 | 0.93 | 2.24 |
| Standard Deviation(%) | NA | 1.97 | 3.04 | 2.93 | 3.33 | NA | NA | … | … | 2.21 | 3.64 | 2.48 | 3.12 | 3.30 | 1.44 | 7.15 | 1.63 | 1.52 | 2.10 | 2.70 | 1.79 | 1.68 |
| Draw Down(%) | NA | 2.51 | 4.56 | 12.41 | 12.41 | NA | NA | … | … | 2.51 | 4.05 | 2.14 | 5.65 | 11.66 | 2.05 | 10.69 | 1.61 | 2.34 | 1.81 | 6.13 | 2.36 | 1.27 |
| Yield(%) | 0.00 | 1.97 | 1.89 | 1.44 | 1.37 | 1.22 | 0.91 | … | … | 0.69 | 2.07 | 1.88 | 1.61 | 0.99 | 0.88 | 1.20 | 1.31 | 1.31 | 1.44 | 1.61 | 1.86 | 1.56 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| NAFOX (NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND CLASS ) |
-3.38%
Oct 2020 – Oct 2023 |
-0.84%
Jul 2020 – Jul 2025 |
0.61%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAFOX (NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND NUVEEN OREGON INTERMEDIATE MUNICIPAL BOND FUND CLASS ) |
3.82%
Oct 2022 – Oct 2025 |
2.50%
Nov 2016 – Nov 2021 |
1.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart