Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NZF (Nuveen Municipal Credit Income) | 1.90% | 4.33% | 4.27% | 1.31% | 4.57% | 4.62% | 4.91% | 5.34% |
Data as of 06/30/2025, AR inception is 10/03/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NZF (Nuveen Municipal Credit Income) | 10/03/2001 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.36 | 4.33 | 4.27 | 1.31 | 4.57 | 4.62 | 4.91 | 5.34 | 1.90 | 10.10 | 2.30 | -25.49 | 11.40 | 3.61 | 28.34 | -6.79 | 14.39 | 4.44 | 10.40 | 17.87 | -13.59 | 9.04 | 19.29 | 5.86 | 44.38 | -20.94 | -11.45 | 15.08 | 12.24 | 6.38 | 12.00 | 7.10 | -9.17 |
| Sharpe Ratio | NA | 0.01 | 0.14 | -0.07 | 0.23 | NA | NA | 0.28 | 0.00 | 0.72 | -0.11 | -1.53 | 1.49 | 0.12 | 3.57 | -1.06 | 2.51 | 0.47 | 1.46 | 2.78 | -1.23 | 0.96 | 1.76 | 0.48 | 2.32 | -0.52 | -1.70 | 1.64 | 1.18 | 0.50 | 1.41 | 0.50 | -3.13 |
| Standard Deviation(%) | NA | 10.69 | 12.20 | 11.91 | 12.97 | NA | NA | 14.44 | 12.37 | 8.98 | 12.49 | 17.65 | 7.65 | 27.39 | 7.52 | 7.72 | 5.50 | 9.00 | 7.08 | 6.43 | 11.08 | 9.42 | 10.92 | 12.08 | 19.11 | 42.38 | 8.61 | 7.13 | 8.43 | 10.80 | 8.00 | 11.93 | 10.90 |
| Draw Down(%) | NA | 10.85 | 25.06 | 37.47 | 37.47 | NA | NA | 48.59 | 10.06 | 6.55 | 18.85 | 34.31 | 5.58 | 29.83 | 6.42 | 10.58 | 3.33 | 13.69 | 7.16 | 3.58 | 21.16 | 7.98 | 5.95 | 12.10 | 15.07 | 46.78 | 16.25 | 6.48 | 8.23 | 15.12 | 8.37 | 8.75 | 9.71 |
| Yield(%) | 0.00 | 7.76 | 5.79 | 5.06 | 5.91 | 5.64 | 5.54 | 5.77 | 3.87 | 7.04 | 4.36 | 4.13 | 4.96 | 4.70 | 5.74 | 5.35 | 6.23 | 6.16 | 5.73 | 5.98 | 4.75 | 6.38 | 7.69 | 7.29 | 8.82 | 5.70 | 5.12 | 6.11 | 6.71 | 6.80 | 6.89 | 6.61 | 1.01 |
Data as of 06/30/2025, AR inception is 10/03/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NZF (Nuveen Municipal Credit Income) |
-7.67%
Oct 2019 - Oct 2022 |
-1.45%
Sep 2018 - Sep 2023 |
1.75%
Oct 2012 - Oct 2022 |
4.40%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NZF (Nuveen Municipal Credit Income) |
22.17%
Dec 2008 - Dec 2011 |
11.43%
Dec 2008 - Dec 2013 |
9.57%
Mar 2009 - Mar 2019 |
7.57%
Jun 2004 - Jun 2019 |
Annualized Rolling Returns Comparison Chart