Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRK (Nuveen New York AMT Free Quality Municipal Income) | 10.95% | 26.18% | 14.91% | 5.53% | 5.15% | 5.60% | 5.35% | … | … |
Data as of 06/05/2026, Common starting date is 12/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRK (Nuveen New York AMT Free Quality Municipal Income) | 12/27/2002 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 26.18 | 14.91 | 5.53 | 5.15 | 5.60 | 5.35 | … | … | 10.95 | 13.09 | 12.86 | 10.61 | -17.64 | 7.91 | 4.09 | 16.22 | -10.11 | 2.88 | 2.67 | 7.65 | 11.85 | -13.73 | 13.29 | 12.82 | 0.05 | 38.80 | -19.25 | -0.83 | 12.77 | 7.62 | -6.47 | 8.33 |
| Sharpe Ratio | NA | 3.03 | 1.37 | 0.34 | 0.37 | NA | NA | … | … | 3.24 | 1.09 | 0.66 | 0.59 | -1.42 | 1.27 | 0.19 | 2.50 | -1.97 | 0.40 | 0.27 | 1.04 | 1.75 | -0.99 | 1.17 | 1.26 | 0.00 | 1.93 | -0.58 | -0.27 | 0.71 | 0.44 | -0.49 | 0.59 |
| Standard Deviation(%) | NA | 8.44 | 9.01 | 10.00 | 10.44 | NA | NA | … | … | 9.58 | 8.84 | 8.10 | 10.92 | 13.42 | 6.21 | 20.37 | 5.97 | 5.80 | 5.61 | 9.00 | 7.30 | 6.75 | 13.96 | 11.42 | 10.11 | 11.83 | 20.11 | 34.66 | 14.23 | 13.39 | 12.47 | 15.16 | 13.69 |
| Draw Down(%) | NA | 5.32 | 12.02 | 26.46 | 26.46 | NA | NA | … | … | 5.32 | 6.87 | 6.63 | 15.13 | 25.49 | 4.13 | 23.09 | 4.61 | 11.90 | 5.06 | 13.06 | 6.35 | 3.16 | 22.42 | 7.62 | 4.40 | 16.40 | 12.66 | 40.19 | 11.51 | 6.17 | 11.79 | 21.73 | 12.51 |
| Yield(%) | 0.00 | 8.46 | 6.97 | 4.57 | 4.40 | 4.86 | 4.88 | … | … | 3.42 | 7.87 | 6.69 | 4.19 | 4.05 | 4.27 | 4.13 | 4.57 | 4.21 | 4.95 | 5.33 | 5.53 | 6.56 | 5.03 | 5.15 | 5.57 | 5.55 | 7.08 | 4.86 | 4.62 | 5.12 | 5.85 | 5.83 | NA |
Data as of 06/05/2026, Common starting date is 12/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRK (Nuveen New York AMT Free Quality Municipal Income) |
-4.53%
Oct 2019 – Oct 2022 |
-1.89%
Dec 2003 – Dec 2008 |
0.96%
Oct 2012 – Oct 2022 |
3.02%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRK (Nuveen New York AMT Free Quality Municipal Income) |
16.31%
Nov 2008 – Nov 2011 |
8.89%
Dec 2008 – Dec 2013 |
6.71%
Nov 2008 – Nov 2018 |
5.80%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart