Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NMI (Nuveen Municipal Income Fund Inc) | 7.18% | 10.63% | 6.46% | 3.26% | 2.10% | 3.34% | 4.28% | 2.78% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMI (Nuveen Municipal Income Fund Inc) | 05/04/1988 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 05/04/1988.
AR inception is since 05/04/1988.
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 10.63 | 6.46 | 3.26 | 2.10 | 3.34 | 4.28 | 2.78 | 7.18 | 7.03 | 1.93 | -14.97 | 3.88 | 4.71 | 16.00 | -8.70 | 7.49 | -2.45 | 5.18 | 23.51 | -12.08 | 10.54 | 18.30 | -0.98 | 21.45 | -3.99 | 2.67 | 8.64 | 9.66 | 7.83 | 1.92 | -3.57 | -0.91 | 18.43 | -15.58 | 2.05 | 4.84 | -4.12 | 11.49 | -17.14 | 1.94 | 0.00 | 7.29 | -1.03 | 8.99 | -7.29 |
| Sharpe Ratio | NA | 0.50 | 0.15 | 0.05 | 0.02 | NA | NA | 0.04 | 1.79 | 0.05 | -0.13 | -1.09 | 0.29 | 0.17 | 1.47 | -0.88 | 0.63 | -0.19 | 0.47 | 1.95 | -0.99 | 0.83 | 1.34 | -0.08 | 1.09 | -0.17 | -0.02 | 0.44 | 0.50 | 0.45 | 0.09 | -0.36 | -0.26 | 1.13 | -1.42 | -0.12 | 0.10 | -0.50 | 0.39 | -0.82 | -0.01 | -0.15 | 0.26 | -0.36 | 0.19 | -0.81 |
| Standard Deviation(%) | NA | 8.61 | 13.62 | 13.61 | 14.65 | NA | NA | 15.47 | 9.79 | 8.05 | 17.80 | 15.03 | 13.30 | 26.73 | 9.91 | 11.42 | 10.94 | 14.26 | 10.87 | 12.05 | 12.25 | 12.80 | 13.64 | 13.66 | 19.53 | 28.61 | 13.35 | 12.24 | 15.08 | 15.44 | 13.35 | 12.94 | 12.82 | 12.74 | 13.21 | 10.27 | 13.11 | 15.27 | 19.52 | 24.47 | 15.67 | 15.74 | 13.32 | 17.20 | 17.16 | 19.40 |
| Draw Down(%) | NA | 7.25 | 15.16 | 28.83 | 28.83 | NA | NA | 29.02 | 5.26 | 7.25 | 15.16 | 25.16 | 6.37 | 19.97 | 3.63 | 13.82 | 10.04 | 16.26 | 12.91 | 6.19 | 22.55 | 6.39 | 7.26 | 14.68 | 8.60 | 20.89 | 9.00 | 6.29 | 11.23 | 13.50 | 11.67 | 15.58 | 9.89 | 7.44 | 20.50 | 5.50 | 7.28 | 8.08 | 12.00 | 21.50 | 10.71 | 9.01 | 4.08 | 11.22 | 6.06 | 13.54 |
| Yield(%) | 0.38 | 4.81 | 4.30 | 3.80 | 3.60 | 4.10 | 4.63 | 2.93 | 2.00 | 4.72 | 3.86 | 3.01 | 3.26 | 3.57 | 4.57 | 3.86 | 4.35 | 4.19 | 4.37 | 5.37 | 4.70 | 5.02 | 5.59 | 5.22 | 5.56 | 4.81 | 4.77 | 4.99 | 5.38 | 5.52 | 5.76 | 5.55 | 5.44 | 6.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMI (Nuveen Municipal Income Fund Inc) |
-7.00%
Sep 2020 - Sep 2023 |
-2.69%
Nov 1994 - Nov 1999 |
-1.50%
Aug 1993 - Aug 2003 |
0.06%
Jun 1989 - Jun 2004 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMI (Nuveen Municipal Income Fund Inc) |
13.53%
Jul 2013 - Jul 2016 |
10.66%
Feb 2011 - Feb 2016 |
8.02%
Nov 2002 - Nov 2012 |
6.44%
Apr 2002 - Apr 2017 |
Annualized Rolling Returns Comparison Chart