Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNIDX (Nuveen Intermediate Duration Municipal Term Fd) | NA | 2.26% | -4.09% | -0.99% | 0.15% | NA | NA | … | … |
Data as of 05/25/2023, Common starting date is 12/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNIDX (Nuveen Intermediate Duration Municipal Term Fd) | 12/06/2012 | 05/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.26 | -4.09 | -0.99 | 0.15 | NA | NA | … | … | 1.44 | -8.83 | -14.94 | 3.79 | 9.59 | 2.87 | 5.63 | -3.85 | -0.46 | 14.73 | -7.88 | -1.74 |
| Sharpe Ratio | NA | -0.62 | -0.44 | -0.23 | -0.10 | NA | NA | … | … | -0.35 | -1.69 | -0.88 | 0.33 | 2.65 | 0.94 | 2.20 | -1.15 | -0.20 | 6.45 | -1.47 | -5.15 |
| Standard Deviation(%) | NA | 5.80 | 13.73 | 11.66 | 8.58 | NA | NA | … | … | 3.35 | 6.07 | 25.00 | 10.79 | 3.09 | 1.65 | 2.28 | 3.51 | 2.40 | 2.28 | 5.38 | 4.70 |
| Draw Down(%) | NA | 9.94 | 30.22 | 30.22 | 30.22 | NA | NA | … | … | 2.40 | 13.30 | 18.47 | 17.89 | 1.64 | 1.74 | 1.27 | 9.41 | 4.10 | 1.52 | 13.94 | 2.44 |
| Yield(%) | 0.00 | 2.96 | 3.65 | 3.71 | 2.79 | 1.83 | 1.37 | … | … | 0.65 | 3.69 | 3.80 | 3.62 | 3.78 | 3.93 | 1.62 | 0.00 | 0.41 | 4.94 | 1.95 | 0.00 |
Data as of 05/25/2023, Common starting date is 12/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNIDX (Nuveen Intermediate Duration Municipal Term Fd) |
-7.22%
Oct 2019 – Oct 2022 |
-2.17%
Oct 2017 – Oct 2022 |
0.06%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNIDX (Nuveen Intermediate Duration Municipal Term Fd) |
7.59%
Aug 2013 – Aug 2016 |
4.32%
Aug 2013 – Aug 2018 |
0.24%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart