Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NXR (Nuveen Select Tax-Free Income Portfolio 3) | NA | 4.36% | 9.05% | 7.43% | 5.84% | 5.41% | 5.83% | … | … |
Data as of 12/07/2021, Common starting date is 08/18/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NXR (Nuveen Select Tax-Free Income Portfolio 3) | 08/18/1995 | 12/07/2021 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 4.36 | 9.05 | 7.43 | 5.84 | 5.41 | 5.83 | … | … | -0.02 | 10.71 | 13.99 | -5.86 | 8.53 | 1.08 | 6.32 | 15.71 | -7.72 | 6.78 | 14.55 | -8.47 | 13.07 | 8.44 | -1.00 | 9.62 | 8.23 | 3.81 | 5.08 | 6.44 | 3.45 | 18.48 | -10.03 | 17.44 | 21.34 | 16.42 | 8.70 |
| Sharpe Ratio | NA | 0.25 | 0.57 | 0.54 | 0.49 | NA | NA | … | … | 0.00 | 0.59 | 1.64 | -0.90 | 1.03 | 0.10 | 0.89 | 2.38 | -0.65 | 0.59 | 1.48 | -0.82 | 0.82 | 0.33 | -0.42 | 0.85 | 0.78 | 0.27 | 0.55 | 0.54 | 0.10 | 1.35 | -1.10 | 1.18 | -2.53 | 0.96 | 1.36 |
| Standard Deviation(%) | NA | 17.50 | 14.87 | 12.49 | 11.08 | NA | NA | … | … | 17.30 | 17.79 | 7.72 | 8.00 | 7.72 | 8.87 | 7.09 | 6.59 | 12.02 | 11.50 | 9.82 | 10.39 | 15.91 | 22.51 | 9.61 | 7.50 | 7.72 | 10.53 | 7.92 | 9.95 | 11.60 | 10.66 | 12.02 | 11.96 | 13.35 | 13.33 | 16.22 |
| Draw Down(%) | NA | 11.01 | 17.85 | 17.85 | 20.87 | NA | NA | … | … | 11.01 | 17.85 | 3.76 | 8.29 | 5.23 | 12.46 | 6.96 | 3.32 | 18.90 | 9.50 | 7.26 | 15.16 | 8.01 | 17.80 | 7.41 | 2.42 | 3.81 | 10.40 | 6.50 | 8.80 | 7.76 | 6.55 | 14.32 | 4.82 | 5.37 | 5.58 | 2.80 |
| Yield(%) | 0.59 | 4.01 | 3.98 | 3.97 | 4.15 | 4.35 | 4.88 | … | … | 3.60 | 3.21 | 3.59 | 3.52 | 3.86 | 3.75 | 3.99 | 4.87 | 4.24 | 4.63 | 5.34 | 4.44 | 4.71 | 4.92 | 4.67 | 4.88 | 5.06 | 5.51 | 5.79 | 6.43 | 5.37 | 6.70 | 5.71 | 6.37 | 7.26 | 7.77 | 2.64 |
Data as of 12/07/2021, Common starting date is 08/18/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NXR (Nuveen Select Tax-Free Income Portfolio 3) |
-1.77%
Aug 2010 – Aug 2013 |
1.72%
Aug 2008 – Aug 2013 |
3.87%
Feb 2001 – Feb 2011 |
4.35%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NXR (Nuveen Select Tax-Free Income Portfolio 3) |
20.52%
Sep 1995 – Sep 1998 |
12.78%
Sep 1995 – Sep 2000 |
9.20%
Sep 1995 – Sep 2005 |
8.52%
Sep 1995 – Sep 2010 |
Annualized Rolling Returns Comparison Chart