Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUM (Nuveen Michigan Quality Municipal Income Fund) | NA | 17.70% | 12.33% | 7.75% | 8.09% | 5.82% | 6.10% | … | … |
Data as of 02/08/2021, Common starting date is 10/17/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUM (Nuveen Michigan Quality Municipal Income Fund) | 10/17/1991 | 02/08/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 8.19 | 17.70 | 12.33 | 7.75 | 8.09 | 5.82 | 6.10 | … | … | 11.14 | 8.79 | 13.40 | -6.86 | 1.05 | 2.96 | 6.22 | 16.33 | -12.77 | 10.85 | 18.30 | 6.95 | 38.99 | -20.97 | -4.88 | 4.68 | -4.47 | 5.87 | 13.53 | 7.83 | 16.79 | 19.10 | -17.59 | 14.51 | 22.41 | 19.34 | 36.13 | -6.30 | 23.30 | 20.23 | 0.78 |
| Sharpe Ratio | NA | 0.67 | 0.04 | 0.03 | 0.05 | NA | NA | … | … | 7.61 | 0.34 | 2.48 | -2.45 | 0.08 | 0.33 | 0.92 | 2.11 | -0.99 | 1.21 | 2.01 | 0.63 | 2.75 | -0.78 | -0.75 | 0.15 | -0.60 | 0.41 | 1.23 | 0.67 | 1.62 | 1.10 | -1.97 | 0.82 | -2.65 | 1.39 | 2.11 | -0.57 | 1.28 | 1.21 | 0.05 |
| Standard Deviation(%) | NA | 26.13 | 277.59 | 214.98 | 152.12 | NA | NA | … | … | 24.96 | 24.87 | 4.88 | 7.89 | 5.58 | 8.45 | 6.77 | 7.75 | 12.91 | 9.02 | 9.10 | 10.94 | 14.16 | 27.86 | 10.63 | 9.21 | 10.99 | 11.93 | 10.40 | 10.11 | 9.10 | 13.75 | 10.57 | 13.65 | 12.32 | 11.33 | 15.32 | 16.11 | 16.58 | 14.59 | 17.89 |
| Draw Down(%) | NA | 25.16 | 96.89 | 96.89 | 96.89 | NA | NA | … | … | 1.29 | 25.16 | 3.90 | 5.00 | 6.43 | 14.38 | 6.59 | 4.33 | 20.65 | 6.90 | 6.49 | 14.27 | 12.98 | 37.51 | 13.26 | 7.80 | 10.37 | 12.90 | 11.12 | 8.62 | 7.13 | 6.94 | 21.52 | 7.12 | 4.98 | 3.26 | 5.01 | 11.65 | 6.05 | 4.12 | 6.56 |
| Yield(%) | 0.23 | 4.26 | 4.34 | 4.44 | 5.82 | 4.84 | 5.33 | … | … | 0.58 | 4.08 | 4.26 | 4.12 | 4.85 | 5.78 | 5.79 | 6.92 | 5.70 | 6.09 | 6.59 | 6.47 | 7.06 | 5.09 | 5.53 | 5.59 | 6.13 | 6.45 | 6.05 | 6.58 | 6.31 | 7.27 | 6.25 | 6.61 | 7.24 | 7.82 | 9.89 | 8.75 | 10.09 | 10.18 | 0.00 |
Data as of 02/08/2021, Common starting date is 10/17/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUM (Nuveen Michigan Quality Municipal Income Fund) |
-8.55%
Nov 2005 – Nov 2008 |
-4.47%
Dec 2003 – Dec 2008 |
1.11%
Dec 1998 – Dec 2008 |
3.82%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUM (Nuveen Michigan Quality Municipal Income Fund) |
25.76%
Dec 1994 – Dec 1997 |
18.81%
May 1992 – May 1997 |
13.96%
Feb 1992 – Feb 2002 |
11.12%
Nov 1991 – Nov 2006 |
Annualized Rolling Returns Comparison Chart