Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| NEA (Nuveen AMT-Free Municipal IF) | 4.27% | 0.13% | 7.58% | 3.40% | 1.35% | 3.14% | 3.65% | 4.18% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEA (Nuveen AMT-Free Municipal IF) | 11/22/2002 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 11/22/2002.
AR inception is since 11/22/2002.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 7.58 | 3.40 | 1.35 | 3.14 | 3.65 | 4.18 | 4.27 | 0.13 | 9.50 | 0.75 | -23.32 | 8.16 | 9.67 | 22.42 | -5.73 | 8.77 | 1.61 | 6.30 | 22.08 | -13.74 | 7.33 | 15.90 | 1.81 | 41.69 | -23.36 | 5.05 | 13.36 | 3.89 | -5.42 | 8.56 | 0.07 |
| Sharpe Ratio | NA | 0.12 | -0.08 | -0.12 | 0.12 | NA | NA | 0.20 | -0.20 | 0.34 | -0.30 | -1.61 | 1.19 | 0.39 | 3.81 | -1.06 | 1.48 | 0.16 | 0.72 | 3.18 | -1.01 | 0.70 | 1.55 | 0.13 | 2.32 | -0.63 | 0.11 | 0.96 | 0.14 | -0.45 | 0.61 | -0.21 |
| Standard Deviation(%) | NA | 10.56 | 12.09 | 10.87 | 11.69 | NA | NA | 14.57 | 13.03 | 8.59 | 11.70 | 15.40 | 6.83 | 24.05 | 5.52 | 6.69 | 5.52 | 8.83 | 8.76 | 6.94 | 13.58 | 10.45 | 10.25 | 13.26 | 17.90 | 38.25 | 18.44 | 10.54 | 12.00 | 14.13 | 12.82 | 0.71 |
| Draw Down(%) | NA | 11.29 | 24.04 | 36.57 | 36.57 | NA | NA | 43.82 | 10.72 | 6.14 | 18.71 | 31.43 | 6.59 | 25.05 | 3.31 | 9.38 | 3.65 | 12.37 | 9.24 | 3.99 | 22.40 | 7.70 | 6.27 | 16.83 | 13.56 | 43.82 | 12.64 | 4.74 | 10.91 | 16.45 | 10.62 | 0.07 |
| Yield(%) | 0.66 | 7.99 | 5.39 | 4.92 | 5.00 | 5.01 | 5.08 | 5.06 | 3.21 | 6.76 | 3.78 | 4.02 | 4.66 | 4.32 | 5.14 | 4.83 | 5.52 | 5.50 | 5.69 | 6.76 | 5.34 | 5.67 | 6.19 | 5.83 | 6.78 | 4.81 | 4.93 | 5.37 | 5.81 | 6.04 | 6.20 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEA (Nuveen AMT-Free Municipal IF) |
-8.83%
Oct 2020 - Oct 2023 |
-2.16%
Dec 2003 - Dec 2008 |
1.03%
Oct 2012 - Oct 2022 |
3.31%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEA (Nuveen AMT-Free Municipal IF) |
18.69%
Dec 2008 - Dec 2011 |
9.37%
Sep 2008 - Sep 2013 |
7.73%
Sep 2008 - Sep 2018 |
6.59%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart