Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NNYAX (NUVEEN NEW YORK MUNICIPAL BOND FUND NUVEEN NEW YORK MUNICIPAL BOND FUND - CLASS A) | -3.51% | -2.80% | 0.97% | -0.46% | 1.50% | 2.38% | 2.87% | 4.16% |
Data as of 07/18/2025, AR inception is 09/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NNYAX (NUVEEN NEW YORK MUNICIPAL BOND FUND NUVEEN NEW YORK MUNICIPAL BOND FUND - CLASS A) | 09/09/1994 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.39 | -2.80 | 0.97 | -0.46 | 1.50 | 2.38 | 2.87 | 4.16 | -3.51 | 1.77 | 7.14 | -12.40 | 2.79 | 3.88 | 7.18 | 0.31 | 5.72 | 0.42 | 3.43 | 11.20 | -4.21 | 6.57 | 10.17 | 2.41 | 18.65 | -7.83 | 2.59 | 4.52 | 3.74 | 4.63 | 5.87 | 9.01 | 3.87 | 11.31 | -3.00 | 6.43 | 9.33 | 4.52 | 17.34 | -3.04 |
| Sharpe Ratio | NA | -1.01 | -0.46 | -0.55 | 0.02 | NA | NA | 0.60 | -1.37 | -0.47 | 0.70 | -2.46 | 1.48 | 0.42 | 2.87 | -0.56 | 2.21 | 0.07 | 1.46 | 5.24 | -1.16 | 3.18 | 3.53 | 0.73 | 4.90 | -1.07 | -0.23 | 0.59 | 0.65 | 1.00 | 1.47 | 2.67 | 0.63 | 3.30 | -2.84 | 1.36 | 1.93 | 0.18 | 3.05 | -1.74 |
| Standard Deviation(%) | NA | 5.93 | 5.21 | 4.57 | 4.48 | NA | NA | 3.89 | 6.93 | 3.97 | 5.04 | 5.64 | 1.86 | 8.62 | 1.98 | 1.94 | 2.30 | 2.86 | 2.33 | 2.13 | 3.65 | 2.06 | 2.87 | 3.19 | 3.79 | 8.16 | 2.44 | 1.87 | 2.26 | 3.64 | 3.51 | 2.95 | 2.27 | 2.15 | 2.24 | 2.17 | 2.92 | 4.87 | 4.38 | 7.58 |
| Draw Down(%) | NA | 6.29 | 9.61 | 17.78 | 17.78 | NA | NA | 17.78 | 5.51 | 2.81 | 7.71 | 17.32 | 2.36 | 12.82 | 1.68 | 2.18 | 1.52 | 6.21 | 2.38 | 1.28 | 8.29 | 2.00 | 3.17 | 6.06 | 2.73 | 14.83 | 2.40 | 1.24 | 2.24 | 5.98 | 5.62 | 3.59 | 3.33 | 2.90 | 4.67 | 1.66 | 1.61 | 4.53 | 2.78 | 7.66 |
| Yield(%) | 0.00 | 3.89 | 3.55 | 2.94 | 3.09 | 3.39 | 3.58 | 4.60 | 1.96 | 3.54 | 3.72 | 2.66 | 2.40 | 2.81 | 2.82 | 3.08 | 3.51 | 3.54 | 3.35 | 3.94 | 3.50 | 3.86 | 4.65 | 4.36 | 4.88 | 4.49 | 4.18 | 4.21 | 4.75 | 4.58 | 4.88 | 5.45 | 5.31 | 5.90 | 5.27 | 5.15 | 5.45 | 5.97 | 5.74 | 1.79 |
Data as of 07/18/2025, AR inception is 09/09/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NNYAX (NUVEEN NEW YORK MUNICIPAL BOND FUND NUVEEN NEW YORK MUNICIPAL BOND FUND - CLASS A) |
-3.71%
Oct 2019 - Oct 2022 |
-0.75%
Oct 2017 - Oct 2022 |
1.14%
Oct 2012 - Oct 2022 |
2.50%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NNYAX (NUVEEN NEW YORK MUNICIPAL BOND FUND NUVEEN NEW YORK MUNICIPAL BOND FUND - CLASS A) |
10.91%
Nov 1994 - Nov 1997 |
7.55%
Nov 1994 - Nov 1999 |
6.95%
Nov 1994 - Nov 2004 |
6.03%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart