Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCHAX (NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND – ) | 2.14% | 10.07% | 4.18% | -1.52% | 1.56% | 4.55% | 3.45% | … | … |
Data as of 06/03/2026, Common starting date is 04/18/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCHAX (NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND – ) | 04/18/2006 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 10.07 | 4.18 | -1.52 | 1.56 | 4.55 | 3.45 | … | … | 2.14 | 3.17 | 4.99 | 4.42 | -20.88 | 4.84 | 5.79 | 11.25 | -0.51 | 9.96 | -0.77 | 5.41 | 21.13 | -5.43 | 20.13 | 15.21 | 2.23 | 41.21 | -31.42 | -7.03 | 5.51 |
| Sharpe Ratio | NA | 1.64 | 0.24 | -0.58 | -0.01 | NA | NA | … | … | 0.47 | 0.04 | 0.27 | 0.10 | -2.42 | 1.89 | 0.33 | 3.91 | -0.74 | 2.93 | -0.23 | 2.02 | 7.94 | -0.93 | 7.00 | 3.17 | 0.37 | 7.09 | -2.42 | -1.99 | 2.01 |
| Standard Deviation(%) | NA | 4.16 | 6.71 | 7.02 | 7.49 | NA | NA | … | … | 4.55 | 7.94 | 5.04 | 7.74 | 9.27 | 2.55 | 16.48 | 2.50 | 2.56 | 3.19 | 4.23 | 2.66 | 2.66 | 5.90 | 2.89 | 4.79 | 5.86 | 5.80 | 13.35 | 5.13 | 2.18 |
| Draw Down(%) | NA | 3.63 | 11.77 | 28.69 | 28.69 | NA | NA | … | … | 3.63 | 8.73 | 3.58 | 15.10 | 28.10 | 3.14 | 22.32 | 1.94 | 2.90 | 1.69 | 9.91 | 2.94 | 0.87 | 13.29 | 2.14 | 5.20 | 11.13 | 5.00 | 34.77 | 9.68 | 1.46 |
| Yield(%) | 0.00 | 4.26 | 4.13 | 3.26 | 3.57 | 5.03 | 4.03 | … | … | 1.48 | 4.37 | 4.14 | 4.21 | 3.76 | 3.51 | 3.70 | 3.61 | 3.74 | 4.05 | 4.05 | 4.01 | 5.17 | 4.71 | 6.25 | 6.77 | 5.80 | 8.32 | 5.00 | 4.43 | 3.04 |
Data as of 06/03/2026, Common starting date is 04/18/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCHAX (NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND – ) |
-7.65%
Oct 2020 – Oct 2023 |
-2.03%
Oct 2018 – Oct 2023 |
1.53%
Jul 2015 – Jul 2025 |
2.98%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCHAX (NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND – ) |
18.48%
Dec 2008 – Dec 2011 |
13.57%
Dec 2008 – Dec 2013 |
10.11%
Dec 2008 – Dec 2018 |
6.77%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart