Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NMNJX (NUVEEN NEW JERSEY MUNICIPAL BOND FUND NUVEEN NEW JERSEY MUNICIPAL BOND FUND - CLASS I) | -1.82% | 2.08% | 1.31% | 0.67% | 2.14% | 3.13% | 3.39% | 4.53% |
Data as of 05/30/2025, AR inception is 04/09/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMNJX (NUVEEN NEW JERSEY MUNICIPAL BOND FUND NUVEEN NEW JERSEY MUNICIPAL BOND FUND - CLASS I) | 04/09/1992 | 05/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 2.08 | 1.31 | 0.67 | 2.14 | 3.13 | 3.39 | 4.53 | -1.82 | 1.15 | 7.37 | -10.26 | 2.02 | 4.50 | 7.75 | 0.86 | 6.94 | 0.89 | 3.22 | 11.21 | -3.78 | 9.65 | 11.81 | 1.35 | 18.28 | -7.28 | 2.23 | 4.64 | 4.27 | 4.67 | 4.98 | 8.22 | 5.00 | 12.29 | -3.48 | 5.51 | 9.20 | 4.30 | 15.23 | -4.85 | 12.03 | 7.68 |
| Sharpe Ratio | NA | -0.20 | -0.34 | -0.30 | 0.16 | NA | NA | 0.70 | -0.91 | -1.39 | 0.66 | -2.20 | 1.20 | 0.46 | 3.03 | -0.20 | 2.42 | 0.21 | 1.29 | 4.81 | -0.98 | 4.21 | 3.87 | 0.38 | 4.86 | -1.05 | -0.30 | 0.71 | 0.89 | 1.05 | 1.28 | 2.44 | 1.20 | 3.43 | -2.68 | 1.09 | 1.21 | 0.19 | 3.37 | -1.45 | 3.20 | 2.35 |
| Standard Deviation(%) | NA | 6.19 | 5.37 | 4.44 | 4.62 | NA | NA | 3.91 | 8.27 | 3.91 | 4.80 | 5.31 | 1.67 | 9.24 | 2.10 | 2.30 | 2.62 | 3.33 | 2.47 | 2.33 | 3.88 | 2.30 | 3.04 | 3.33 | 3.74 | 7.78 | 2.52 | 1.95 | 2.37 | 3.54 | 3.34 | 2.91 | 2.26 | 2.39 | 2.50 | 2.01 | 4.66 | 4.15 | 3.38 | 5.37 | 3.09 | 3.59 |
| Draw Down(%) | NA | 6.46 | 9.38 | 16.35 | 16.35 | NA | NA | 16.35 | 6.12 | 2.99 | 7.62 | 15.90 | 2.17 | 13.29 | 1.69 | 2.39 | 1.55 | 6.83 | 2.78 | 1.73 | 8.67 | 1.86 | 3.29 | 6.67 | 2.68 | 13.60 | 2.54 | 1.31 | 2.27 | 5.90 | 5.35 | 3.49 | 2.99 | 3.20 | 5.40 | 1.44 | 2.73 | 3.61 | 1.69 | 10.05 | 2.34 | 3.21 |
| Yield(%) | 0.00 | 3.47 | 3.00 | 2.70 | 3.13 | 3.57 | 3.69 | 4.71 | 1.42 | 3.07 | 3.14 | 2.45 | 2.34 | 2.88 | 3.03 | 3.66 | 3.97 | 3.83 | 3.48 | 3.92 | 3.68 | 4.18 | 4.53 | 4.18 | 4.87 | 4.33 | 4.21 | 4.15 | 4.74 | 4.44 | 4.48 | 4.59 | 4.73 | 5.15 | 4.86 | 5.26 | 5.69 | 5.53 | 5.87 | 4.95 | 5.21 | 4.21 |
Data as of 05/30/2025, AR inception is 04/09/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMNJX (NUVEEN NEW JERSEY MUNICIPAL BOND FUND NUVEEN NEW JERSEY MUNICIPAL BOND FUND - CLASS I) |
-3.23%
Oct 2019 - Oct 2022 |
-0.14%
Oct 2017 - Oct 2022 |
1.63%
Oct 2012 - Oct 2022 |
3.19%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMNJX (NUVEEN NEW JERSEY MUNICIPAL BOND FUND NUVEEN NEW JERSEY MUNICIPAL BOND FUND - CLASS I) |
10.26%
Dec 2008 - Dec 2011 |
7.47%
Jan 2000 - Jan 2005 |
6.62%
Nov 1994 - Nov 2004 |
5.85%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart