Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NMT (Nuveen Massachusetts Quality Municipal Income) | 20.20% | 25.56% | 21.40% | 7.50% | 0.40% | 2.72% | 2.99% | … | … |
Data as of 06/04/2026, Common starting date is 08/18/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMT (Nuveen Massachusetts Quality Municipal Income) | 08/18/1995 | 06/04/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.04 | 25.56 | 21.40 | 7.50 | 0.40 | 2.72 | 2.99 | … | … | 20.20 | 14.35 | 22.43 | 6.30 | -27.45 | -31.04 | 6.49 | 25.70 | -14.07 | 13.82 | 0.34 | 9.33 | 15.02 | -13.98 | 5.72 | 15.44 | 2.61 | 47.58 | -19.75 | -6.74 | -3.72 | 4.99 | 7.80 | 3.81 | 7.18 | 12.44 | 10.26 | -10.90 | 8.22 | 24.11 | 6.12 | 3.92 |
| Sharpe Ratio | NA | 1.78 | 1.74 | 0.36 | -0.06 | NA | NA | … | … | 3.98 | 1.06 | 2.09 | 0.28 | -1.73 | -0.58 | 0.24 | 1.99 | -1.78 | 1.16 | 0.01 | 1.05 | 1.91 | -1.02 | 0.49 | 1.28 | 0.17 | 2.39 | -0.67 | -0.80 | -0.45 | 0.14 | 0.46 | 0.24 | 0.51 | 1.25 | 0.74 | -1.85 | 0.32 | 1.40 | 0.20 | 0.53 |
| Standard Deviation(%) | NA | 10.59 | 10.26 | 12.50 | 21.59 | NA | NA | … | … | 11.98 | 11.08 | 9.01 | 9.59 | 16.77 | 53.46 | 26.35 | 12.18 | 8.70 | 11.42 | 12.23 | 8.88 | 7.86 | 13.78 | 11.75 | 12.01 | 15.20 | 19.90 | 30.80 | 12.42 | 15.76 | 18.91 | 14.95 | 12.99 | 11.82 | 8.11 | 8.13 | 7.73 | 14.96 | 14.51 | 12.26 | 13.77 |
| Draw Down(%) | NA | 5.37 | 12.38 | 33.82 | 55.89 | NA | NA | … | … | 5.37 | 7.05 | 3.64 | 15.01 | 32.62 | 43.15 | 17.05 | 6.17 | 17.46 | 6.67 | 16.63 | 3.80 | 4.85 | 21.44 | 8.72 | 7.99 | 18.17 | 8.81 | 35.50 | 12.73 | 15.48 | 15.37 | 13.71 | 16.36 | 8.27 | 4.51 | 5.32 | 14.57 | 6.24 | 4.12 | 5.10 | 5.88 |
| Yield(%) | 0.00 | 6.59 | 6.53 | 3.97 | 3.80 | 4.60 | 4.49 | … | … | 2.83 | 7.17 | 6.51 | 3.01 | 3.00 | 3.64 | 3.70 | 4.12 | 3.83 | 4.99 | 5.05 | 5.33 | 5.57 | 4.52 | 5.39 | 5.95 | 6.05 | 7.20 | 5.22 | 4.50 | 4.71 | 5.58 | 5.66 | 5.55 | 5.48 | 5.10 | 5.94 | 5.16 | 5.29 | 6.18 | 5.90 | 1.96 |
Data as of 06/04/2026, Common starting date is 08/18/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMT (Nuveen Massachusetts Quality Municipal Income) |
-21.97%
Oct 2020 – Oct 2023 |
-11.68%
Oct 2017 – Oct 2022 |
-4.22%
Oct 2012 – Oct 2022 |
-0.30%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMT (Nuveen Massachusetts Quality Municipal Income) |
20.80%
May 2023 – May 2026 |
9.80%
Feb 2000 – Feb 2005 |
8.10%
Sep 1995 – Sep 2005 |
6.59%
Sep 1995 – Sep 2010 |
Annualized Rolling Returns Comparison Chart