Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NQP (Nuveen Pennsylvania Quality Municipal Income) | 6.68% | 3.11% | 6.62% | 4.13% | 5.28% | 5.05% | 4.89% | 8.02% |
Data as of 07/11/2025, AR inception is 02/21/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NQP (Nuveen Pennsylvania Quality Municipal Income) | 02/21/1991 | 07/11/2025 |
| 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 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 3.11 | 6.62 | 4.13 | 5.28 | 5.05 | 4.89 | 8.02 | 6.68 | 7.81 | 11.41 | -18.43 | 9.70 | 7.14 | 16.31 | -7.22 | 2.35 | 0.94 | 6.16 | 18.50 | -16.04 | 9.32 | 20.96 | 6.75 | 51.99 | -24.91 | 0.26 | 4.22 | -5.05 | 5.03 | 13.02 | 5.22 | 14.43 | 12.92 | -16.33 | 18.52 | 23.37 | 7.58 | 45.82 | -8.85 | 32.14 | 16.23 | 21.00 |
| Sharpe Ratio | NA | 0.27 | 0.34 | 0.27 | 0.36 | NA | NA | 0.47 | 1.15 | 0.18 | 0.78 | -1.49 | 1.34 | 0.29 | 2.91 | -1.49 | 0.29 | 0.08 | 0.84 | 2.92 | -1.38 | 0.90 | 2.16 | 0.58 | 3.28 | -0.85 | -0.32 | 0.14 | -0.72 | 0.38 | 1.33 | 0.37 | 0.90 | 0.65 | -1.63 | 1.10 | -2.99 | 0.34 | 2.99 | -0.56 | 1.66 | 0.77 | 1.77 |
| Standard Deviation(%) | NA | 10.00 | 9.63 | 9.74 | 10.87 | NA | NA | 13.02 | 10.93 | 8.45 | 9.29 | 13.39 | 7.22 | 23.40 | 5.16 | 5.72 | 5.87 | 8.69 | 7.30 | 6.33 | 11.66 | 10.39 | 9.69 | 11.39 | 15.84 | 30.32 | 8.54 | 6.71 | 10.01 | 10.87 | 9.27 | 11.11 | 13.73 | 13.68 | 12.00 | 13.83 | 10.61 | 11.94 | 14.05 | 20.98 | 18.06 | 17.75 | 11.96 |
| Draw Down(%) | NA | 9.40 | 17.83 | 27.52 | 27.52 | NA | NA | 41.87 | 6.42 | 9.15 | 14.90 | 25.49 | 3.83 | 24.08 | 3.36 | 8.84 | 4.72 | 15.25 | 8.46 | 2.70 | 23.52 | 6.15 | 7.36 | 14.13 | 7.19 | 41.87 | 8.65 | 7.02 | 12.09 | 17.23 | 11.93 | 9.79 | 8.98 | 8.62 | 20.44 | 5.69 | 3.64 | 5.65 | 4.57 | 17.27 | 13.14 | 9.45 | 3.28 |
| Yield(%) | 0.00 | 7.49 | 4.94 | 4.58 | 5.10 | 5.21 | 4.89 | 9.96 | 4.13 | 6.47 | 3.17 | 3.67 | 4.66 | 4.90 | 4.87 | 4.98 | 5.42 | 5.85 | 6.08 | 6.90 | 5.33 | 6.11 | 6.88 | 6.71 | 7.71 | 5.06 | 4.79 | 4.72 | 6.00 | 6.82 | 6.31 | 6.13 | 5.84 | 7.16 | 6.48 | 6.69 | 8.21 | 7.81 | 10.40 | 8.84 | 11.81 | 10.30 | 7.76 |
Data as of 07/11/2025, AR inception is 02/21/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQP (Nuveen Pennsylvania Quality Municipal Income) |
-7.77%
Dec 2005 - Dec 2008 |
-4.79%
Dec 2003 - Dec 2008 |
0.06%
Dec 1998 - Dec 2008 |
4.04%
Dec 1998 - Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NQP (Nuveen Pennsylvania Quality Municipal Income) |
25.20%
Dec 2008 - Dec 2011 |
20.39%
Apr 1991 - Apr 1996 |
15.10%
Aug 1991 - Aug 2001 |
11.34%
Mar 1991 - Mar 2006 |
Annualized Rolling Returns Comparison Chart