Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NMS (Nuveen Minnesota Quality Municipal Income) | 8.16% | 15.73% | 10.19% | -0.18% | 1.86% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMS (Nuveen Minnesota Quality Municipal Income) | 10/09/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | 15.73 | 10.19 | -0.18 | 1.86 | NA | NA | … | … | 8.16 | 2.11 | 19.60 | 1.93 | -22.00 | 5.26 | 5.80 | 25.71 | -13.30 | -1.57 | 12.95 | 7.43 | -4.64 |
| Sharpe Ratio | NA | 1.55 | 0.71 | -0.21 | 0.04 | NA | NA | … | … | 2.05 | -0.09 | 1.46 | -0.14 | -1.14 | 0.34 | 0.23 | 2.69 | -1.70 | -0.19 | 0.81 | 0.80 | -1.15 |
| Standard Deviation(%) | NA | 8.04 | 10.30 | 13.46 | 14.64 | NA | NA | … | … | 7.91 | 8.82 | 10.97 | 12.14 | 20.66 | 15.55 | 24.57 | 9.01 | 8.69 | 12.01 | 15.70 | 9.26 | 16.55 |
| Draw Down(%) | NA | 2.84 | 17.15 | 38.66 | 38.66 | NA | NA | … | … | 2.84 | 7.76 | 8.42 | 23.08 | 33.04 | 8.08 | 24.31 | 6.19 | 15.93 | 12.67 | 11.81 | 7.31 | 6.32 |
| Yield(%) | 0.00 | 7.22 | 6.61 | 4.11 | 3.98 | 3.50 | 2.63 | … | … | 2.86 | 6.99 | 6.79 | 3.86 | 3.92 | 4.29 | 4.05 | 4.79 | 4.57 | 4.78 | 5.54 | 5.65 | 0.91 |
Data as of 06/05/2026, Common starting date is 10/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMS (Nuveen Minnesota Quality Municipal Income) |
-10.15%
Oct 2020 – Oct 2023 |
-2.12%
Oct 2017 – Oct 2022 |
2.01%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMS (Nuveen Minnesota Quality Municipal Income) |
12.42%
Sep 2018 – Sep 2021 |
5.56%
Aug 2015 – Aug 2020 |
3.60%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart