Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCHRX (NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND – ) | 2.07% | 9.52% | 4.30% | -1.44% | 1.82% | 4.79% | 3.67% | … | … |
Data as of 06/05/2026, Common starting date is 04/18/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCHRX (NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND – ) | 04/18/2006 | 06/05/2026 |
| 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 (%) | 0.13 | 9.52 | 4.30 | -1.44 | 1.82 | 4.79 | 3.67 | … | … | 2.07 | 3.34 | 5.17 | 4.47 | -20.76 | 5.06 | 6.02 | 11.45 | -0.35 | 11.25 | -0.59 | 5.66 | 21.35 | -5.21 | 20.48 | 15.33 | 2.38 | 41.46 | -31.31 | -6.92 | 5.59 |
| Sharpe Ratio | NA | 1.63 | 0.16 | -0.56 | 0.02 | NA | NA | … | … | 0.52 | 0.06 | 0.31 | 0.11 | -2.40 | 2.03 | 0.35 | 3.95 | -0.68 | 3.31 | -0.19 | 2.14 | 8.13 | -0.89 | 7.00 | 3.18 | 0.39 | 6.99 | -2.41 | -1.96 | 2.08 |
| Standard Deviation(%) | NA | 4.22 | 6.68 | 7.02 | 7.49 | NA | NA | … | … | 4.56 | 7.94 | 4.98 | 7.77 | 9.27 | 2.48 | 16.49 | 2.52 | 2.54 | 3.21 | 4.16 | 2.64 | 2.62 | 5.88 | 2.94 | 4.81 | 5.82 | 5.91 | 13.37 | 5.15 | 2.17 |
| Draw Down(%) | NA | 3.64 | 11.85 | 28.51 | 28.51 | NA | NA | … | … | 3.64 | 8.73 | 3.45 | 15.03 | 28.03 | 3.05 | 22.24 | 1.95 | 2.87 | 1.69 | 9.82 | 3.01 | 0.98 | 13.15 | 2.14 | 5.33 | 11.11 | 4.99 | 34.68 | 9.59 | 1.45 |
| Yield(%) | 0.00 | 4.39 | 4.29 | 3.38 | 3.72 | 5.24 | 4.19 | … | … | 1.53 | 4.52 | 4.31 | 4.36 | 3.88 | 3.62 | 3.92 | 3.78 | 3.90 | 4.21 | 4.24 | 4.14 | 5.47 | 4.94 | 6.56 | 7.00 | 5.95 | 8.54 | 5.13 | 4.54 | 3.12 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| NCHRX (NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND – ) |
-7.56%
Oct 2020 – Oct 2023 |
-1.88%
Oct 2018 – Oct 2023 |
1.80%
Jul 2015 – Jul 2025 |
3.24%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCHRX (NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND NUVEEN CALIFORNIA HIGH YIELD MUNICIPAL BOND FUND – ) |
18.64%
Dec 2008 – Dec 2011 |
13.79%
Dec 2008 – Dec 2013 |
10.42%
Dec 2008 – Dec 2018 |
7.03%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart