Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNDMX (Nuveen Dynamic Municipal Opportunities Fund) | -0.57% | 0.29% | -1.70% | -8.40% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNDMX (Nuveen Dynamic Municipal Opportunities Fund) | 09/01/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 0.29 | -1.70 | -8.40 | NA | NA | NA | … | … | -0.57 | -4.48 | -1.09 | 1.85 | -31.52 | 0.64 | 4.67 |
| Sharpe Ratio | NA | -0.74 | -0.73 | -1.50 | NA | NA | NA | … | … | -0.97 | -0.98 | -1.43 | -0.38 | -3.00 | 0.18 | 5.82 |
| Standard Deviation(%) | NA | 4.21 | 6.22 | 7.28 | NA | NA | NA | … | … | 4.50 | 7.59 | 5.41 | 6.38 | 11.00 | 3.47 | 2.51 |
| Draw Down(%) | NA | 4.14 | 11.80 | 40.33 | NA | NA | NA | … | … | 4.14 | 8.94 | 5.16 | 14.51 | 35.04 | 5.13 | 0.93 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNDMX (Nuveen Dynamic Municipal Opportunities Fund) |
-13.11%
Oct 2020 – Oct 2023 |
-8.39%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNDMX (Nuveen Dynamic Municipal Opportunities Fund) |
0.80%
Oct 2022 – Oct 2025 |
-6.60%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart