Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NITAX (NUVEEN INFLATION PROTECTED MUNICIPAL BOND FUND CLASS A) | NA | 2.14% | 2.40% | 1.81% | NA | NA | NA | … | … |
Data as of 12/06/2019, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NITAX (NUVEEN INFLATION PROTECTED MUNICIPAL BOND FUND CLASS A) | 04/07/2011 | 12/06/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.14 | 2.40 | 1.81 | NA | NA | NA | … | … | 3.12 | -1.87 | 4.90 | 2.12 | 1.48 | 4.63 | -6.09 | 10.38 | 5.25 |
| Sharpe Ratio | NA | 0.41 | 0.60 | 0.42 | NA | NA | NA | … | … | 1.15 | -1.54 | 1.72 | 0.70 | 0.46 | 1.79 | -1.27 | 3.34 | 1.88 |
| Standard Deviation(%) | NA | 1.68 | 2.16 | 2.52 | NA | NA | NA | … | … | 1.66 | 2.08 | 2.49 | 2.74 | 3.15 | 2.59 | 4.81 | 3.12 | 3.82 |
| Draw Down(%) | NA | 1.05 | 2.97 | 3.59 | NA | NA | NA | … | … | 1.04 | 2.97 | 1.67 | 3.15 | 3.59 | 3.57 | 9.71 | 2.16 | 4.02 |
| Yield(%) | 0.00 | 1.75 | 2.04 | 2.13 | 2.09 | 1.39 | 1.04 | … | … | 1.57 | 2.05 | 2.19 | 2.31 | 2.48 | 2.53 | 2.16 | 3.09 | 1.70 |
Data as of 12/06/2019, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NITAX (NUVEEN INFLATION PROTECTED MUNICIPAL BOND FUND CLASS A) |
-0.75%
Nov 2012 – Nov 2015 |
0.77%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NITAX (NUVEEN INFLATION PROTECTED MUNICIPAL BOND FUND CLASS A) |
4.54%
Sep 2011 – Sep 2014 |
3.30%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart