Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNNCX (Nuveen North Carolina Quality Municipal Income Fund) | NA | 8.54% | 3.76% | 1.53% | 2.21% | 1.29% | 1.86% | … | … |
Data as of 12/27/2019, Common starting date is 10/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNNCX (Nuveen North Carolina Quality Municipal Income Fund) | 10/28/1999 | 12/27/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.54 | 3.76 | 1.53 | 2.21 | 1.29 | 1.86 | … | … | 7.85 | -0.72 | 3.17 | -4.03 | 0.66 | 16.11 | -7.22 | 3.35 | 7.15 | -2.90 | 17.71 | -12.51 | -2.94 | 0.14 | -3.18 | -0.33 | 1.68 | 6.81 | -0.92 | 11.74 | -0.79 |
| Sharpe Ratio | NA | 2.36 | 0.87 | 0.23 | 0.51 | NA | NA | … | … | 2.38 | -0.85 | 0.82 | -1.04 | 0.22 | 5.52 | -1.36 | 1.17 | 1.94 | -0.80 | 3.54 | -1.11 | -1.58 | -0.99 | -1.31 | -0.24 | 0.21 | 1.21 | -0.87 | 1.92 | -1.45 |
| Standard Deviation(%) | NA | 2.72 | 2.76 | 3.10 | 3.48 | NA | NA | … | … | 2.73 | 2.41 | 3.10 | 4.04 | 2.93 | 2.92 | 5.32 | 2.85 | 3.68 | 3.75 | 4.97 | 12.02 | 3.79 | 3.19 | 4.08 | 5.24 | 4.65 | 4.73 | 3.78 | 4.01 | 5.47 |
| Draw Down(%) | NA | 2.72 | 5.09 | 10.41 | 13.34 | NA | NA | … | … | 2.72 | 4.25 | 2.47 | 10.41 | 4.82 | 2.14 | 12.36 | 2.85 | 3.91 | 8.33 | 3.73 | 22.08 | 6.64 | 4.01 | 6.53 | 8.82 | 7.98 | 5.02 | 5.30 | 6.21 | 3.89 |
| Yield(%) | 0.00 | 2.88 | 2.32 | 1.48 | 1.77 | 1.20 | 1.08 | … | … | 2.87 | 3.13 | 0.91 | 0.37 | 0.33 | 4.73 | 3.97 | 0.40 | 0.86 | 0.00 | 0.85 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/27/2019, Common starting date is 10/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNNCX (Nuveen North Carolina Quality Municipal Income Fund) |
-5.72%
Nov 2005 – Nov 2008 |
-3.98%
Nov 2003 – Nov 2008 |
-0.37%
Dec 2003 – Dec 2013 |
0.47%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNNCX (Nuveen North Carolina Quality Municipal Income Fund) |
7.80%
Aug 2013 – Aug 2016 |
4.33%
Jan 2011 – Jan 2016 |
3.04%
Dec 2008 – Dec 2018 |
2.30%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart