Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVHIX (NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS I) | 1.98% | 4.87% | 4.50% | 2.12% | 3.18% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVHIX (NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS I) | 02/05/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 4.87 | 4.50 | 2.12 | 3.18 | NA | NA | … | … | 1.98 | 2.46 | 7.30 | 3.56 | -7.03 | 8.45 | -0.09 | 7.95 | 3.44 | 8.17 | 0.13 | 3.05 | 7.06 | -4.20 |
| Sharpe Ratio | NA | 1.01 | 0.45 | -0.12 | 0.45 | NA | NA | … | … | 0.93 | -0.11 | 1.15 | -0.03 | -2.05 | 5.04 | -0.05 | 4.13 | 1.41 | 4.27 | -0.04 | 1.79 | 5.37 | -1.89 |
| Standard Deviation(%) | NA | 2.31 | 3.36 | 3.34 | 3.49 | NA | NA | … | … | 2.29 | 3.86 | 3.21 | 3.11 | 4.15 | 1.67 | 7.20 | 1.57 | 1.47 | 1.77 | 2.37 | 1.69 | 1.31 | 2.47 |
| Draw Down(%) | NA | 1.80 | 4.34 | 10.54 | 13.54 | NA | NA | … | … | 1.79 | 4.01 | 3.41 | 4.10 | 10.52 | 0.96 | 13.54 | 0.85 | 0.85 | 0.78 | 5.87 | 1.17 | 0.60 | 6.81 |
| Yield(%) | 0.00 | 4.63 | 4.73 | 3.91 | 3.86 | 3.05 | 2.29 | … | … | 1.64 | 5.04 | 4.87 | 4.37 | 3.16 | 3.60 | 3.75 | 3.90 | 3.86 | 3.96 | 3.27 | 3.59 | 1.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVHIX (NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS I) |
-0.44%
Oct 2019 – Oct 2022 |
1.60%
Oct 2018 – Oct 2023 |
2.60%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVHIX (NUVEEN SHORT-DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS I) |
7.08%
Feb 2017 – Feb 2020 |
5.62%
Nov 2016 – Nov 2021 |
3.70%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart