Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NAKFX (NUVEEN CALIFORNIA MUNICIPAL BOND FUND CLASS C) | 1.49% | 6.64% | 2.89% | -0.71% | 0.95% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NAKFX (NUVEEN CALIFORNIA MUNICIPAL BOND FUND CLASS C) | 02/11/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 6.64 | 2.89 | -0.71 | 0.95 | NA | NA | … | … | 1.49 | 2.01 | 1.99 | 4.67 | -12.38 | 0.56 | 4.34 | 7.03 | -0.67 | 5.78 | -0.48 | 4.14 | 8.98 |
| Sharpe Ratio | NA | 1.33 | 0.00 | -0.75 | -0.15 | NA | NA | … | … | 0.22 | -0.16 | -0.50 | 0.25 | -2.53 | 0.28 | 0.45 | 2.63 | -1.03 | 2.14 | -0.22 | 1.71 | 5.29 |
| Standard Deviation(%) | NA | 2.78 | 4.30 | 4.31 | 4.48 | NA | NA | … | … | 3.01 | 5.43 | 3.26 | 4.17 | 5.47 | 1.91 | 9.11 | 2.12 | 1.99 | 2.40 | 3.16 | 2.40 | 1.92 |
| Draw Down(%) | NA | 2.39 | 6.75 | 18.44 | 18.44 | NA | NA | … | … | 2.39 | 6.03 | 2.35 | 7.20 | 17.43 | 2.64 | 12.84 | 1.73 | 2.80 | 1.46 | 7.49 | 2.72 | 1.07 |
| Yield(%) | 0.00 | 2.81 | 2.83 | 2.16 | 2.18 | 2.05 | 1.54 | … | … | 0.98 | 2.92 | 2.85 | 2.85 | 1.81 | 1.44 | 1.74 | 2.38 | 2.44 | 2.51 | 2.53 | 2.80 | 2.56 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| NAKFX (NUVEEN CALIFORNIA MUNICIPAL BOND FUND CLASS C) |
-4.60%
Oct 2020 – Oct 2023 |
-1.55%
Jul 2020 – Jul 2025 |
0.94%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAKFX (NUVEEN CALIFORNIA MUNICIPAL BOND FUND CLASS C) |
4.86%
Feb 2017 – Feb 2020 |
3.79%
Mar 2014 – Mar 2019 |
1.95%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart