Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBPAX (NUVEEN PENNSYLVANIA MUNICIPAL BOND FUND NUVEEN PENNSYLVANIA MUNICIPAL BOND FUND - CLASS I) | -2.62% | -3.29% | 0.94% | -0.28% | 1.83% | 2.91% | 3.27% | 3.97% |
Data as of 07/25/2025, AR inception is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBPAX (NUVEEN PENNSYLVANIA MUNICIPAL BOND FUND NUVEEN PENNSYLVANIA MUNICIPAL BOND FUND - CLASS I) | 06/20/1996 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | -3.29 | 0.94 | -0.28 | 1.83 | 2.91 | 3.27 | 3.97 | -2.62 | 1.21 | 5.89 | -10.28 | 3.28 | 4.01 | 7.86 | 1.14 | 6.10 | -0.27 | 4.07 | 11.90 | -3.49 | 8.85 | 10.85 | 1.44 | 19.71 | -8.56 | 2.57 | 4.76 | 4.05 | 5.66 | 5.41 | 7.55 | 6.78 | 10.99 | -5.20 | 5.63 | 6.32 | 4.55 |
| Sharpe Ratio | NA | -1.05 | -0.46 | -0.55 | 0.09 | NA | NA | 0.61 | -1.07 | -0.57 | 0.50 | -2.20 | 1.88 | 0.44 | 3.11 | -0.11 | 2.20 | -0.15 | 1.75 | 5.78 | -1.00 | 3.90 | 3.65 | 0.39 | 5.02 | -1.12 | -0.23 | 0.66 | 0.78 | 1.40 | 1.50 | 2.55 | 1.84 | 3.23 | -3.32 | 0.98 | 0.68 | 1.24 |
| Standard Deviation(%) | NA | 6.66 | 5.30 | 4.58 | 4.52 | NA | NA | 3.84 | 7.86 | 4.21 | 4.53 | 5.34 | 1.73 | 8.61 | 2.05 | 2.12 | 2.48 | 3.16 | 2.31 | 2.06 | 3.53 | 2.27 | 2.96 | 3.49 | 3.90 | 8.45 | 2.58 | 2.05 | 2.29 | 3.34 | 3.12 | 2.51 | 2.39 | 2.10 | 2.58 | 2.20 | 3.86 | 4.08 |
| Draw Down(%) | NA | 7.30 | 8.89 | 15.32 | 15.32 | NA | NA | 15.32 | 6.54 | 3.65 | 7.14 | 15.32 | 2.09 | 12.25 | 1.76 | 2.17 | 1.45 | 7.09 | 2.02 | 1.11 | 8.13 | 1.76 | 3.08 | 6.61 | 2.58 | 14.67 | 2.54 | 1.39 | 1.89 | 4.92 | 5.06 | 2.56 | 3.01 | 2.87 | 6.55 | 1.59 | 3.95 | 2.57 |
| Yield(%) | 0.00 | 3.33 | 2.92 | 2.51 | 2.99 | 3.48 | 3.63 | 4.17 | 1.74 | 2.94 | 2.86 | 2.29 | 2.10 | 2.70 | 2.83 | 3.73 | 3.59 | 3.60 | 3.88 | 4.18 | 3.92 | 4.23 | 4.53 | 4.04 | 4.90 | 4.18 | 4.12 | 4.15 | 4.44 | 4.63 | 4.79 | 5.18 | 5.44 | 5.58 | 5.27 | 5.95 | 5.28 | 0.00 |
Data as of 07/25/2025, AR inception is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBPAX (NUVEEN PENNSYLVANIA MUNICIPAL BOND FUND NUVEEN PENNSYLVANIA MUNICIPAL BOND FUND - CLASS I) |
-3.06%
Oct 2020 - Oct 2023 |
-0.02%
Jun 2020 - Jun 2025 |
1.81%
Oct 2012 - Oct 2022 |
3.01%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBPAX (NUVEEN PENNSYLVANIA MUNICIPAL BOND FUND NUVEEN PENNSYLVANIA MUNICIPAL BOND FUND - CLASS I) |
10.42%
Dec 2008 - Dec 2011 |
7.77%
Jan 2000 - Jan 2005 |
5.91%
May 2000 - May 2010 |
5.92%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart