Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| NOM (Nuveen Missouri Quality Municipal Income) | 2.88% | -6.34% | 15.30% | -0.60% | -1.61% | 0.87% | 1.55% | 2.12% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NOM (Nuveen Missouri Quality Municipal Income) | 05/26/1993 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 05/26/1993.
AR inception is since 05/26/1993.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.86 | 15.30 | -0.60 | -1.61 | 0.87 | 1.55 | 2.12 | 2.88 | -6.34 | 27.18 | -0.78 | -26.15 | 8.85 | 1.21 | 30.62 | -15.20 | -3.04 | 2.04 | 7.62 | 24.94 | -17.15 | 1.83 | 19.30 | -1.91 | 34.82 | -9.44 | -13.03 | 1.80 | -2.63 | 16.97 | 9.76 | 15.15 | 17.76 | 2.97 | -9.80 | 8.89 | 12.50 | 3.09 | 14.12 | -21.30 | -10.74 |
| Sharpe Ratio | NA | 0.24 | -0.28 | -0.22 | -0.05 | NA | NA | 0.04 | -0.92 | 1.44 | -0.48 | -0.88 | 0.37 | 0.03 | 1.57 | -1.03 | -0.13 | 0.06 | 0.22 | 1.25 | -0.77 | 0.10 | 1.08 | -0.09 | 1.24 | -0.30 | -1.13 | -0.11 | -0.36 | 1.29 | 1.04 | 1.27 | 2.39 | -0.13 | -0.88 | 0.41 | 0.52 | -0.03 | 0.56 | -0.91 | -1.45 |
| Standard Deviation(%) | NA | 22.37 | 20.55 | 22.07 | 24.56 | NA | NA | 21.03 | 28.91 | 14.31 | 10.48 | 31.51 | 23.80 | 37.98 | 18.57 | 16.14 | 27.94 | 28.29 | 34.80 | 19.95 | 22.47 | 18.58 | 17.83 | 22.90 | 27.90 | 34.45 | 14.19 | 13.57 | 13.40 | 12.43 | 8.76 | 11.03 | 6.56 | 8.88 | 14.86 | 13.73 | 17.26 | 14.94 | 18.38 | 26.52 | 13.28 |
| Draw Down(%) | NA | 17.63 | 32.97 | 44.27 | 44.27 | NA | NA | 44.27 | 17.63 | 7.82 | 19.51 | 29.35 | 11.76 | 27.27 | 4.38 | 19.75 | 20.08 | 14.11 | 19.68 | 10.14 | 28.00 | 10.96 | 11.47 | 15.80 | 10.61 | 37.48 | 18.06 | 17.75 | 12.02 | 18.99 | 6.62 | 10.88 | 2.46 | 7.90 | 17.74 | 7.02 | 5.61 | 6.60 | 9.09 | 31.36 | 14.05 |
| Yield(%) | 0.63 | 8.00 | 4.08 | 3.53 | 3.70 | 3.72 | 3.67 | 3.77 | 2.86 | 6.57 | 3.07 | 3.18 | 3.70 | 3.37 | 4.47 | 3.91 | 4.37 | 4.76 | 4.85 | 5.74 | 4.40 | 4.68 | 5.51 | 4.94 | 5.47 | 4.73 | 4.73 | 4.41 | 5.17 | 5.18 | 5.42 | 5.61 | 5.23 | 5.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOM (Nuveen Missouri Quality Municipal Income) |
-12.20%
Oct 2020 - Oct 2023 |
-6.23%
Oct 2017 - Oct 2022 |
-0.81%
Feb 2013 - Feb 2023 |
1.51%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOM (Nuveen Missouri Quality Municipal Income) |
18.88%
Nov 2008 - Nov 2011 |
12.67%
May 2000 - May 2005 |
8.83%
Dec 1994 - Dec 2004 |
6.42%
May 2000 - May 2015 |
Annualized Rolling Returns Comparison Chart