Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBMAX (NUVEEN MASSACHUSETTS MUNICIPAL BOND FUND NUVEEN MASSACHUSETTS MUNICIPAL BOND FUND - CLASS I) | -2.82% | -1.88% | 0.30% | -0.77% | 1.49% | 2.47% | 2.95% | 4.55% |
Data as of 07/30/2025, AR inception is 12/30/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBMAX (NUVEEN MASSACHUSETTS MUNICIPAL BOND FUND NUVEEN MASSACHUSETTS MUNICIPAL BOND FUND - CLASS I) | 12/30/1986 | 07/30/2025 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | -1.88 | 0.30 | -0.77 | 1.49 | 2.47 | 2.95 | 4.55 | -2.82 | 1.69 | 5.62 | -11.46 | 2.03 | 4.93 | 7.33 | 0.02 | 5.25 | 0.82 | 3.45 | 10.78 | -3.77 | 8.35 | 10.17 | 2.24 | 22.39 | -11.05 | 2.03 | 4.80 | 3.66 | 5.28 | 5.25 | 8.33 | 5.10 | 10.37 | -3.21 | 5.89 | 7.52 | 4.65 | 15.97 | -4.98 | 12.05 | 9.95 | 12.60 | 5.49 | 10.09 | 10.41 | -3.68 | -2.36 |
| Sharpe Ratio | NA | -0.99 | -0.63 | -0.73 | 0.01 | NA | NA | 0.59 | -1.32 | -0.63 | 0.48 | -2.73 | 1.06 | 0.53 | 2.79 | -0.69 | 2.04 | 0.23 | 1.56 | 5.00 | -1.07 | 3.57 | 2.90 | 0.61 | 5.87 | -1.67 | -0.42 | 0.69 | 0.54 | 1.19 | 1.37 | 2.25 | 1.23 | 3.34 | -2.92 | 1.56 | 1.88 | 0.27 | 3.52 | -1.51 | 3.56 | 3.17 | 4.42 | 0.00 | 1.20 | 1.33 | -0.83 | NA |
| Standard Deviation(%) | NA | 5.23 | 4.34 | 3.89 | 4.18 | NA | NA | 3.92 | 6.22 | 3.08 | 4.09 | 4.75 | 1.90 | 8.83 | 2.10 | 1.99 | 2.26 | 2.58 | 2.19 | 2.15 | 3.55 | 2.34 | 3.49 | 3.52 | 3.79 | 7.15 | 2.68 | 2.01 | 2.61 | 3.61 | 3.29 | 3.19 | 2.18 | 1.84 | 2.26 | 1.56 | 2.04 | 3.67 | 3.41 | 5.35 | 2.76 | 2.33 | 1.96 | 5.62 | 3.46 | 4.14 | 9.46 | 0.00 |
| Draw Down(%) | NA | 5.71 | 7.72 | 15.74 | 15.74 | NA | NA | 18.69 | 5.21 | 2.23 | 6.04 | 15.31 | 2.53 | 12.25 | 1.72 | 2.38 | 1.27 | 5.29 | 2.25 | 1.29 | 8.47 | 2.08 | 2.85 | 6.56 | 2.53 | 16.65 | 2.92 | 1.31 | 2.57 | 5.68 | 5.54 | 3.30 | 3.02 | 2.20 | 4.41 | 1.04 | 0.93 | 3.45 | 1.76 | 10.48 | 2.29 | 2.79 | 1.13 | 3.17 | 2.56 | 2.70 | 18.69 | 2.36 |
| Yield(%) | 0.00 | 3.44 | 2.85 | 2.40 | 2.73 | 3.24 | 3.47 | 4.66 | 1.74 | 3.04 | 2.98 | 2.07 | 1.82 | 2.55 | 2.72 | 3.04 | 2.87 | 3.31 | 3.38 | 4.17 | 3.82 | 4.04 | 4.83 | 4.48 | 5.49 | 4.56 | 4.36 | 3.98 | 4.38 | 4.34 | 4.61 | 4.88 | 5.41 | 5.70 | 5.05 | 5.33 | 5.46 | 5.74 | 6.05 | 5.32 | 5.69 | 6.16 | 6.69 | 6.61 | 6.82 | 7.22 | 6.47 | 0.24 |
Data as of 07/30/2025, AR inception is 12/30/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMAX (NUVEEN MASSACHUSETTS MUNICIPAL BOND FUND NUVEEN MASSACHUSETTS MUNICIPAL BOND FUND - CLASS I) |
-3.33%
Oct 2020 - Oct 2023 |
-0.23%
Oct 2017 - Oct 2022 |
1.34%
Oct 2012 - Oct 2022 |
2.64%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBMAX (NUVEEN MASSACHUSETTS MUNICIPAL BOND FUND NUVEEN MASSACHUSETTS MUNICIPAL BOND FUND - CLASS I) |
12.81%
Oct 1990 - Oct 1993 |
10.76%
Sep 1987 - Sep 1992 |
8.71%
Sep 1987 - Sep 1997 |
7.69%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison Chart