Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNEAX (Nuveen AMT-Free Quality Municipal Income Fund) | 2.18% | 10.22% | 3.30% | -1.17% | 1.38% | 2.29% | 1.70% | … | … |
Data as of 06/03/2026, Common starting date is 12/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNEAX (Nuveen AMT-Free Quality Municipal Income Fund) | 12/30/2002 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 10.22 | 3.30 | -1.17 | 1.38 | 2.29 | 1.70 | … | … | 2.18 | 2.46 | 0.30 | 8.23 | -18.02 | 3.57 | 7.38 | 12.22 | -0.22 | 6.81 | -4.24 | 0.18 | 19.38 | -8.03 | 3.14 | 8.18 | -3.79 | 18.85 | -16.20 | -1.74 | 1.36 | 1.44 | -0.92 | 2.05 | 0.41 |
| Sharpe Ratio | NA | 1.38 | 0.09 | -0.52 | -0.04 | NA | NA | … | … | 0.41 | -0.05 | -0.60 | 0.58 | -2.29 | 1.38 | 0.55 | 3.64 | -0.61 | 1.76 | -0.90 | 0.05 | 6.49 | -1.34 | 1.10 | 1.98 | -0.85 | 2.91 | -1.23 | -1.27 | -0.65 | -0.23 | -0.29 | 0.18 | NA |
| Standard Deviation(%) | NA | 4.51 | 7.44 | 7.23 | 6.94 | NA | NA | … | … | 4.89 | 9.06 | 5.57 | 7.90 | 8.52 | 2.57 | 12.91 | 2.96 | 2.64 | 3.51 | 4.94 | 3.18 | 2.98 | 6.02 | 2.82 | 4.11 | 4.57 | 6.44 | 13.91 | 3.85 | 3.17 | 3.62 | 6.67 | 7.50 | 0.00 |
| Draw Down(%) | NA | 4.08 | 11.99 | 25.71 | 25.71 | NA | NA | … | … | 4.08 | 9.53 | 4.17 | 12.90 | 25.23 | 3.31 | 18.49 | 2.38 | 3.56 | 2.05 | 12.44 | 6.37 | 1.64 | 14.31 | 3.09 | 5.01 | 10.12 | 5.43 | 26.24 | 5.77 | 3.63 | 4.43 | 12.43 | 12.77 | 0.00 |
| Yield(%) | 0.00 | 7.37 | 5.83 | 4.25 | 3.83 | 3.59 | 2.70 | … | … | 2.91 | 6.97 | 5.79 | 3.50 | 3.93 | 4.39 | 4.32 | 4.47 | 4.40 | 1.67 | 0.41 | 0.45 | 6.15 | 4.89 | 0.00 | 0.99 | 0.00 | 1.00 | 0.00 | 0.00 | 0.00 | 1.44 | 0.48 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNEAX (Nuveen AMT-Free Quality Municipal Income Fund) |
-6.56%
Oct 2020 – Oct 2023 |
-3.45%
Dec 2003 – Dec 2008 |
-0.19%
Jun 2003 – Jun 2013 |
0.81%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNEAX (Nuveen AMT-Free Quality Municipal Income Fund) |
9.74%
Aug 2013 – Aug 2016 |
6.09%
Nov 2016 – Nov 2021 |
4.58%
Jan 2011 – Jan 2021 |
3.12%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart