Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNJVX (Nuveen New Jersey Municipal Value Fund) | NA | 8.34% | 4.59% | 2.07% | 3.40% | NA | NA | … | … |
Data as of 04/05/2021, Common starting date is 05/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNJVX (Nuveen New Jersey Municipal Value Fund) | 05/05/2009 | 04/05/2021 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.34 | 4.59 | 2.07 | 3.40 | NA | NA | … | … | -0.71 | 3.54 | 8.89 | 0.77 | 3.73 | -4.15 | -2.42 | 13.85 | -4.24 | 6.31 | 7.55 | -3.63 | 7.91 |
| Sharpe Ratio | NA | 3.10 | 0.59 | 0.24 | 0.69 | NA | NA | … | … | -1.28 | 0.33 | 2.54 | -0.28 | 1.25 | -1.19 | -0.85 | 5.82 | -1.09 | 1.87 | 1.79 | -0.77 | 2.73 |
| Standard Deviation(%) | NA | 2.79 | 6.05 | 5.09 | 4.28 | NA | NA | … | … | 2.21 | 10.04 | 2.94 | 2.02 | 2.48 | 3.65 | 2.90 | 2.38 | 3.94 | 3.38 | 4.19 | 4.84 | 4.42 |
| Draw Down(%) | NA | 2.95 | 14.13 | 14.13 | 14.13 | NA | NA | … | … | 2.34 | 14.13 | 2.19 | 2.28 | 1.60 | 8.15 | 4.87 | 1.28 | 9.83 | 3.89 | 4.37 | 10.96 | 7.17 |
| Yield(%) | 0.00 | 2.39 | 3.80 | 2.91 | 2.89 | 1.96 | 1.47 | … | … | 0.42 | 2.53 | 3.53 | 5.75 | 3.25 | 0.00 | 0.30 | 5.33 | 4.91 | 0.00 | 0.86 | 0.00 | 0.00 |
Data as of 04/05/2021, Common starting date is 05/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNJVX (Nuveen New Jersey Municipal Value Fund) |
-1.98%
Jan 2015 – Jan 2018 |
0.21%
Apr 2015 – Apr 2020 |
1.61%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNJVX (Nuveen New Jersey Municipal Value Fund) |
5.93%
Jul 2009 – Jul 2012 |
4.69%
Mar 2011 – Mar 2016 |
3.49%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart