Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NMT (Nuveen Massachusetts Quality Municipal Income) | 8.88% | 18.57% | 9.36% | -5.30% | -0.25% | 0.68% | 1.43% | 3.57% |
Data as of 07/16/2025, AR inception is 08/18/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMT (Nuveen Massachusetts Quality Municipal Income) | 08/18/1995 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 18.57 | 9.36 | -5.30 | -0.25 | 0.68 | 1.43 | 3.57 | 8.88 | 20.30 | 7.27 | -27.45 | -31.04 | 6.49 | 21.64 | -17.73 | 10.37 | 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 | 1.35 | 0.54 | -0.30 | -0.07 | NA | NA | 0.11 | 1.16 | 1.55 | 0.31 | -1.73 | -0.58 | 0.24 | 1.66 | -2.16 | 0.85 | 0.01 | 1.05 | 1.91 | -1.02 | 0.49 | 1.28 | 0.17 | 2.39 | -0.67 | -0.79 | -0.45 | 0.15 | 0.46 | 0.24 | 0.51 | 1.27 | 0.76 | -1.83 | 0.33 | -2.14 | 0.21 | 0.54 |
| Standard Deviation(%) | NA | 11.18 | 11.19 | 26.56 | 21.58 | NA | NA | 17.28 | 12.84 | 8.94 | 9.77 | 16.77 | 53.46 | 26.35 | 12.27 | 8.82 | 11.44 | 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 | 7.05 | 18.29 | 55.89 | 55.89 | NA | NA | 55.89 | 7.05 | 3.64 | 15.01 | 32.62 | 43.15 | 17.05 | 6.44 | 20.57 | 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(%) | 0.60 | 7.59 | 4.74 | 3.99 | 4.28 | 4.17 | 4.02 | 5.47 | 4.33 | 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 07/16/2025, AR inception 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) |
20.47%
Dec 2008 - Dec 2011 |
9.80%
Feb 2000 - Feb 2005 |
8.10%
Sep 1995 - Sep 2005 |
6.59%
Sep 1995 - Sep 2010 |
Annualized Rolling Returns Comparison Chart