Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NUV (Nuveen Municipal Value Fund Inc) | 1.60% | 1.96% | 1.02% | -0.56% | 2.55% | 3.20% | 3.89% | 8.82% |
Data as of 07/30/2025, AR inception is 06/17/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUV (Nuveen Municipal Value Fund Inc) | 06/17/1987 | 07/30/2025 |
| 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 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 1.96 | 1.02 | -0.56 | 2.55 | 3.20 | 3.89 | 8.82 | 1.60 | 4.05 | 3.99 | -14.03 | -3.51 | 7.51 | 19.75 | -4.83 | 10.40 | -2.39 | 9.97 | 11.69 | -7.55 | 9.44 | 12.88 | 0.69 | 18.33 | -2.86 | -6.11 | 12.87 | 11.52 | 5.09 | 5.30 | 7.47 | 10.85 | 20.43 | -10.00 | 16.58 | 25.89 | 5.14 | 22.55 | 6.18 | 7.65 | 22.42 | 28.11 | 25.46 | 30.97 | 47.67 | -8.65 |
| Sharpe Ratio | NA | -0.13 | -0.14 | -0.24 | 0.12 | NA | NA | 0.53 | 0.09 | 0.06 | 0.03 | -1.22 | -0.31 | 0.40 | 2.49 | -1.00 | 1.39 | -0.26 | 1.30 | 1.83 | -0.68 | 1.10 | 1.72 | 0.06 | 1.21 | -0.17 | -0.87 | 1.39 | 1.40 | 0.48 | 0.68 | 0.84 | 0.90 | 1.31 | -1.17 | 1.21 | 1.79 | 0.09 | 1.05 | 0.17 | 0.35 | 1.36 | 1.78 | 1.35 | 1.42 | 2.06 | -0.81 |
| Standard Deviation(%) | NA | 8.12 | 9.43 | 10.12 | 10.37 | NA | NA | 12.64 | 8.10 | 7.73 | 9.82 | 12.72 | 11.39 | 18.14 | 7.34 | 6.20 | 7.04 | 9.85 | 7.67 | 6.37 | 11.18 | 8.56 | 7.48 | 10.32 | 15.12 | 22.63 | 10.70 | 6.84 | 6.63 | 8.50 | 6.79 | 7.52 | 9.46 | 12.39 | 11.39 | 10.85 | 12.34 | 15.91 | 17.77 | 17.85 | 15.73 | 14.55 | 13.50 | 14.76 | 17.57 | 20.68 | 24.37 |
| Draw Down(%) | NA | 6.22 | 11.93 | 28.29 | 28.29 | NA | NA | 28.29 | 4.57 | 6.22 | 11.63 | 17.87 | 13.34 | 23.00 | 3.11 | 8.12 | 3.65 | 12.52 | 7.40 | 4.28 | 14.58 | 6.19 | 4.14 | 10.31 | 8.96 | 20.55 | 9.16 | 3.70 | 4.55 | 9.77 | 5.70 | 6.27 | 7.19 | 4.86 | 13.52 | 4.06 | 4.40 | 4.53 | 9.61 | 10.99 | 9.39 | 4.40 | 3.36 | 3.66 | 3.71 | 4.29 | 16.80 |
| Yield(%) | 0.00 | 4.40 | 3.81 | 3.35 | 3.82 | 4.03 | 4.40 | 12.15 | 2.64 | 4.14 | 3.90 | 3.24 | 3.18 | 3.49 | 3.95 | 3.67 | 4.28 | 3.91 | 4.22 | 4.74 | 4.33 | 4.73 | 5.84 | 5.05 | 5.22 | 5.04 | 4.87 | 5.10 | 5.35 | 6.29 | 5.26 | 6.02 | 5.41 | 6.95 | 5.62 | 7.41 | 9.71 | 8.00 | 9.36 | 9.32 | 10.55 | 11.19 | 13.59 | 13.83 | 16.20 | 17.59 | 5.47 |
Data as of 07/30/2025, AR inception is 06/17/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUV (Nuveen Municipal Value Fund Inc) |
-6.32%
Oct 2020 - Oct 2023 |
-0.71%
Dec 2019 - Dec 2024 |
1.79%
Oct 2012 - Oct 2022 |
3.37%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUV (Nuveen Municipal Value Fund Inc) |
34.38%
Dec 1987 - Dec 1990 |
30.64%
Dec 1987 - Dec 1992 |
21.58%
Dec 1987 - Dec 1997 |
17.27%
Oct 1987 - Oct 2002 |
Annualized Rolling Returns Comparison Chart