Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NID (Nuveen Intermediate Duration Municipal Term Fund) NA 7.74% 7.11% 7.12% 4.69% NA NA
Data as of 03/28/2023, Common starting date is 12/06/2012
More Performance Analytics Comparison
Name Start Date End Date
NID (Nuveen Intermediate Duration Municipal Term Fund) 12/06/2012 03/28/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 4.33 7.74 7.11 7.12 4.69 NA NA 4.14 -4.26 13.05 2.39 8.10 -8.75 -2.65 -6.07 -2.57 2.72 -26.84 0.67
Sharpe Ratio NA 0.47 0.65 0.59 0.40 NA NA 1.12 -0.53 1.52 0.14 1.06 -1.39 -0.42 -0.58 -0.32 0.38 -1.70 2.71
Standard Deviation(%) NA 10.75 9.94 10.28 10.19 NA NA 11.77 10.71 8.58 15.52 6.31 7.25 7.85 10.74 8.20 7.19 15.83 4.09
Draw Down(%) NA 10.51 12.76 19.87 21.21 NA NA 6.38 12.29 4.39 19.87 4.09 12.07 7.35 15.97 10.87 5.54 30.97 0.60
Yield(%) 0.00 3.70 3.98 4.21 4.14 2.71 2.03 0.61 3.83 3.89 3.61 4.11 4.16 5.02 5.30 5.44 5.97 4.03 0.00
Data as of 03/28/2023, Common starting date is 12/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NID (Nuveen Intermediate Duration Municipal Term Fund) 1.28%
Jan 2013 – Jan 2016
1.96%
Jan 2013 – Jan 2018
4.01%
Feb 2013 – Feb 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NID (Nuveen Intermediate Duration Municipal Term Fund) 13.29%
Jul 2013 – Jul 2016
7.87%
Dec 2016 – Dec 2021
4.24%
Jan 2013 – Jan 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return