Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSIOX (NUVEEN STRATEGIC MUNICIPAL OPPORTUNITIES FUND CLASS I) | 1.56% | 5.96% | 4.61% | 0.62% | 3.09% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSIOX (NUVEEN STRATEGIC MUNICIPAL OPPORTUNITIES FUND CLASS I) | 01/09/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 5.96 | 4.61 | 0.62 | 3.09 | NA | NA | … | … | 1.56 | 3.22 | 5.00 | 7.19 | -13.80 | 5.21 | 6.82 | 10.09 | 3.28 | 9.78 | -0.22 | 3.71 |
| Sharpe Ratio | NA | 1.13 | 0.40 | -0.41 | 0.31 | NA | NA | … | … | 0.34 | 0.06 | 0.38 | 0.82 | -2.59 | 2.64 | 0.68 | 3.78 | 0.94 | 3.98 | -0.12 | 1.72 |
| Standard Deviation(%) | NA | 3.00 | 4.41 | 4.53 | 4.72 | NA | NA | … | … | 3.27 | 5.36 | 3.65 | 4.34 | 5.90 | 1.97 | 9.58 | 2.28 | 2.03 | 2.30 | 3.79 | 2.19 |
| Draw Down(%) | NA | 2.91 | 6.16 | 18.38 | 18.38 | NA | NA | … | … | 2.91 | 5.69 | 2.36 | 6.52 | 18.38 | 2.55 | 14.68 | 1.86 | 1.92 | 1.25 | 8.67 | 2.04 |
| Yield(%) | 0.00 | 4.29 | 4.30 | 3.69 | 3.72 | 2.85 | 2.14 | … | … | 1.54 | 4.49 | 4.31 | 3.97 | 3.48 | 4.29 | 2.98 | 3.49 | 3.10 | 3.44 | 3.97 | 2.56 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| NSIOX (NUVEEN STRATEGIC MUNICIPAL OPPORTUNITIES FUND CLASS I) |
-2.38%
Oct 2019 – Oct 2022 |
0.67%
May 2021 – May 2026 |
3.11%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSIOX (NUVEEN STRATEGIC MUNICIPAL OPPORTUNITIES FUND CLASS I) |
8.68%
Feb 2017 – Feb 2020 |
7.17%
Nov 2016 – Nov 2021 |
3.67%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart