Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NJV (Nuveen New Jersey Municipal Value Fund) | NA | -34.87% | -12.40% | -7.87% | -0.34% | NA | NA | … | … |
Data as of 03/16/2021, Common starting date is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NJV (Nuveen New Jersey Municipal Value Fund) | 05/04/2009 | 03/16/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -34.87 | -12.40 | -7.87 | -0.34 | NA | NA | … | … | 3.80 | -43.41 | 9.81 | -9.58 | -13.79 | 20.05 | 4.82 | 13.71 | -17.15 | 18.48 | 9.16 | 5.53 | 2.15 |
| Sharpe Ratio | NA | -0.55 | -0.36 | -0.29 | -0.03 | NA | NA | … | … | 2.11 | -0.69 | 0.70 | -1.15 | -1.13 | 1.06 | 0.38 | 1.93 | -1.47 | 1.56 | 0.81 | 0.35 | 0.21 |
| Standard Deviation(%) | NA | 63.09 | 37.04 | 30.21 | 22.64 | NA | NA | … | … | 9.78 | 62.96 | 11.13 | 9.50 | 12.77 | 18.69 | 12.47 | 7.11 | 11.70 | 11.95 | 11.25 | 15.72 | 14.96 |
| Draw Down(%) | NA | 46.52 | 51.21 | 51.21 | 51.21 | NA | NA | … | … | 2.23 | 51.21 | 6.81 | 14.84 | 16.06 | 14.15 | 8.62 | 4.62 | 21.65 | 7.40 | 11.16 | 11.42 | 7.51 |
| Yield(%) | 0.00 | 2.54 | 4.09 | 4.39 | 5.44 | 3.94 | 2.96 | … | … | 0.47 | 2.60 | 4.12 | 5.96 | 5.67 | 5.32 | 5.57 | 5.99 | 3.58 | 7.21 | 5.25 | 5.34 | 2.99 |
Data as of 03/16/2021, Common starting date is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NJV (Nuveen New Jersey Municipal Value Fund) |
-17.56%
Jun 2017 – Jun 2020 |
-8.12%
May 2015 – May 2020 |
-2.25%
Jun 2010 – Jun 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NJV (Nuveen New Jersey Municipal Value Fund) |
12.69%
Dec 2013 – Dec 2016 |
8.69%
Jul 2011 – Jul 2016 |
5.25%
Aug 2009 – Aug 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart