Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSAOX (NUVEEN STRATEGIC MUNICIPAL OPPORTUNITIES FUND CLASS A) | 1.58% | 6.06% | 4.43% | 0.32% | 2.81% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSAOX (NUVEEN STRATEGIC MUNICIPAL OPPORTUNITIES FUND CLASS A) | 01/09/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 6.06 | 4.43 | 0.32 | 2.81 | NA | NA | … | … | 1.58 | 2.98 | 4.81 | 6.86 | -13.93 | 4.28 | 6.60 | 9.86 | 3.07 | 9.48 | -0.45 | 3.59 |
| Sharpe Ratio | NA | 1.12 | 0.36 | -0.48 | 0.26 | NA | NA | … | … | 0.37 | 0.02 | 0.32 | 0.75 | -2.60 | 2.10 | 0.66 | 3.66 | 0.83 | 3.85 | -0.18 | 1.67 |
| Standard Deviation(%) | NA | 2.90 | 4.37 | 4.52 | 4.71 | NA | NA | … | … | 3.13 | 5.32 | 3.68 | 4.30 | 5.92 | 2.02 | 9.53 | 2.29 | 2.02 | 2.30 | 3.74 | 2.19 |
| Draw Down(%) | NA | 2.91 | 6.22 | 19.04 | 19.04 | NA | NA | … | … | 2.91 | 5.62 | 2.36 | 6.65 | 18.53 | 2.47 | 14.62 | 1.86 | 1.94 | 1.24 | 8.85 | 2.21 |
| Yield(%) | 0.00 | 4.08 | 4.08 | 3.38 | 3.44 | 2.64 | 1.98 | … | … | 1.46 | 4.26 | 4.13 | 3.76 | 3.27 | 3.38 | 2.77 | 3.27 | 2.90 | 3.26 | 3.74 | 2.34 |
Data as of 06/03/2026, Common starting date is 01/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSAOX (NUVEEN STRATEGIC MUNICIPAL OPPORTUNITIES FUND CLASS A) |
-2.82%
Oct 2019 – Oct 2022 |
0.34%
May 2021 – May 2026 |
2.83%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSAOX (NUVEEN STRATEGIC MUNICIPAL OPPORTUNITIES FUND CLASS A) |
8.43%
Feb 2017 – Feb 2020 |
6.95%
Nov 2016 – Nov 2021 |
3.38%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart