NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A started on 08/28/1987
NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A is classified as asset class Muni Single State Long
NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A expense ratio is 1.58%
NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A rating is
(56%)

Dividends


NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) Dividend Info

NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) dividend growth in the last 12 months is -33.20%

The trailing 12-month yield of NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A is 1.76%. its dividend history:

Pay Date Cash Amount
Nov 29, 2024 $0.024
Oct 31, 2024 $0.024
Sep 30, 2024 $0.024
Aug 30, 2024 $0.024
Jul 31, 2024 $0.024
Jun 28, 2024 $0.024
May 31, 2024 $0.024
Apr 30, 2024 $0.024
Feb 29, 2024 $0.024
Jan 31, 2024 $0.024
Dec 28, 2023 $0.0235
Nov 30, 2023 $0.024
Oct 31, 2023 $0.022
Sep 29, 2023 $0.022
Aug 31, 2023 $0.022
Jul 31, 2023 $0.022
Jun 30, 2023 $0.022
May 31, 2023 $0.022
Apr 28, 2023 $0.022
Mar 31, 2023 $0.022
Feb 28, 2023 $0.022
Jan 31, 2023 $0.021
Dec 29, 2022 $0.0205
Nov 30, 2022 $0.021
Oct 31, 2022 $0.019
Sep 30, 2022 $0.019
Aug 31, 2022 $0.019
Jul 29, 2022 $0.019
Jun 30, 2022 $0.019
May 31, 2022 $0.019
Apr 29, 2022 $0.019
Mar 31, 2022 $0.019
Feb 28, 2022 $0.019
Jan 31, 2022 $0.019
Dec 30, 2021 $0.0185
Nov 30, 2021 $0.019
Sep 30, 2021 $0.019
Aug 31, 2021 $0.019
Jul 30, 2021 $0.021
Jun 30, 2021 $0.021
May 28, 2021 $0.021
Apr 30, 2021 $0.024
Mar 31, 2021 $0.024
Feb 26, 2021 $0.024
Jan 29, 2021 $0.024
Dec 30, 2020 $0.0235
Nov 30, 2020 $0.024
Oct 30, 2020 $0.026
Sep 30, 2020 $0.026
Aug 31, 2020 $0.026
Jul 31, 2020 $0.026
Jun 30, 2020 $0.026
May 29, 2020 $0.026
Apr 30, 2020 $0.026
Mar 31, 2020 $0.026
Feb 28, 2020 $0.026
Jan 31, 2020 $0.026
Dec 31, 2019 $0.026
Nov 29, 2019 $0.026
Oct 31, 2019 $0.026
Sep 30, 2019 $0.026
Aug 30, 2019 $0.026
Jul 31, 2019 $0.026
Jun 28, 2019 $0.026
May 31, 2019 $0.026
Apr 30, 2019 $0.026
Mar 29, 2019 $0.026
Feb 28, 2019 $0.026
Jan 31, 2019 $0.0008
Dec 31, 2018 $0.026
Nov 30, 2018 $0.026
Oct 31, 2018 $0.026
Sep 28, 2018 $0.026
Aug 31, 2018 $0.026
Jul 31, 2018 $0.026
Jun 29, 2018 $0.026
May 31, 2018 $0.026
Apr 30, 2018 $0.028
Mar 29, 2018 $0.028
Feb 28, 2018 $0.028
Jan 31, 2018 $0.028
Dec 29, 2017 $0.028
Nov 30, 2017 $0.028
Nov 15, 2017 $0.008
Oct 31, 2017 $0.028
Sep 29, 2017 $0.028
Aug 31, 2017 $0.0275
Jul 31, 2017 $0.0275
Jun 30, 2017 $0.0275
May 31, 2017 $0.0275
Apr 28, 2017 $0.0275
Mar 31, 2017 $0.028
Feb 28, 2017 $0.028
Jan 31, 2017 $0.028
Dec 30, 2016 $0.028
Nov 30, 2016 $0.028
Nov 15, 2016 $0.002
Oct 31, 2016 $0.029
Sep 30, 2016 $0.029
Aug 31, 2016 $0.029
Jul 29, 2016 $0.03
Jun 30, 2016 $0.03
May 31, 2016 $0.03
Apr 29, 2016 $0.03
Mar 31, 2016 $0.03
Feb 29, 2016 $0.03
Jan 29, 2016 $0.03
Dec 31, 2015 $0.03
Nov 16, 2015 $0.001
Oct 30, 2015 $0.03
Sep 30, 2015 $0.03
Aug 31, 2015 $0.03
Jul 31, 2015 $0.03
Jun 30, 2015 $0.03
May 29, 2015 $0.03
Apr 30, 2015 $0.03
Mar 31, 2015 $0.03
Feb 27, 2015 $0.03
Jan 30, 2015 $0.03
Dec 31, 2014 $0.03
Nov 28, 2014 $0.03
Nov 13, 2014 $0.002
Oct 31, 2014 $0.03
Sep 30, 2014 $0.03
Aug 29, 2014 $0.03
Jul 31, 2014 $0.03
Jun 30, 2014 $0.03
May 30, 2014 $0.03
Apr 30, 2014 $0.03
Mar 31, 2014 $0.03
Feb 28, 2014 $0.03
Jan 31, 2014 $0.032
Dec 31, 2013 $0.032
Nov 29, 2013 $0.032
Nov 15, 2013 $0.001
Oct 31, 2013 $0.032
Sep 30, 2013 $0.032
Aug 30, 2013 $0.032
Jul 31, 2013 $0.032
Jun 28, 2013 $0.032
May 31, 2013 $0.032
Apr 30, 2013 $0.032
Mar 28, 2013 $0.032
Feb 28, 2013 $0.032
Jan 31, 2013 $0.032
Dec 31, 2012 $0.032
Nov 30, 2012 $0.032
Nov 15, 2012 $0.007
Oct 31, 2012 $0.033
Sep 28, 2012 $0.033
Aug 31, 2012 $0.033
Jul 31, 2012 $0.033
Jun 29, 2012 $0.033
May 31, 2012 $0.033
Apr 30, 2012 $0.035
Mar 30, 2012 $0.035
Feb 29, 2012 $0.035
Jan 31, 2012 $0.035
Dec 30, 2011 $0.035
Nov 30, 2011 $0.035
Nov 11, 2011 $0.027
Oct 31, 2011 $0.035
Sep 30, 2011 $0.035
Aug 31, 2011 $0.035
Jul 29, 2011 $0.035
Jun 30, 2011 $0.035
May 31, 2011 $0.035
Apr 29, 2011 $0.035
Mar 31, 2011 $0.035
Feb 28, 2011 $0.035
Jan 31, 2011 $0.035
Dec 31, 2010 $0.035
Nov 30, 2010 $0.035
Nov 10, 2010 $0.003
Oct 29, 2010 $0.035
Sep 30, 2010 $0.035
Aug 31, 2010 $0.035
Jul 30, 2010 $0.035
Jun 30, 2010 $0.035
May 28, 2010 $0.035
Mar 31, 2010 $0.035
Feb 26, 2010 $0.035
Jan 29, 2010 $0.035
Dec 24, 2009 $0.035
Nov 30, 2009 $0.035
Oct 30, 2009 $0.035
Sep 30, 2009 $0.035
Aug 31, 2009 $0.035
Jul 31, 2009 $0.035
Jun 30, 2009 $0.035
May 29, 2009 $0.035
Apr 30, 2009 $0.035
Mar 31, 2009 $0.035
Feb 27, 2009 $0.035
Jan 30, 2009 $0.035
Dec 24, 2008 $0.035
Nov 28, 2008 $0.035
Nov 11, 2008 $0.035
Oct 31, 2008 $0.035
Sep 30, 2008 $0.035
Aug 29, 2008 $0.035
Jul 31, 2008 $0.035
Jun 30, 2008 $0.035
May 30, 2008 $0.035
Apr 30, 2008 $0.035
Mar 31, 2008 $0.035
Feb 29, 2008 $0.035
Jan 31, 2008 $0.035
Dec 24, 2007 $0.035
Nov 29, 2007 $0.035
Nov 12, 2007 $0.011
Oct 10, 2007 $0.035
Sep 10, 2007 $0.035
Aug 10, 2007 $0.035
Jul 10, 2007 $0.035
Jun 11, 2007 $0.035
May 10, 2007 $0.035
Apr 10, 2007 $0.035
Mar 12, 2007 $0.035
Feb 12, 2007 $0.035
Jan 10, 2007 $0.035
Dec 11, 2006 $0.035
Nov 10, 2006 $0.067
Oct 10, 2006 $0.035
Sep 11, 2006 $0.035
Aug 10, 2006 $0.035
Jul 10, 2006 $0.035
Jun 12, 2006 $0.035
May 10, 2006 $0.035
Apr 10, 2006 $0.035
Mar 10, 2006 $0.035
Feb 10, 2006 $0.035
Jan 10, 2006 $0.038
Dec 12, 2005 $0.038
Nov 10, 2005 $0.084
Oct 10, 2005 $0.038
Sep 12, 2005 $0.038
Aug 10, 2005 $0.038
Jul 11, 2005 $0.038
Jun 10, 2005 $0.038
May 10, 2005 $0.038
Apr 11, 2005 $0.038
Mar 10, 2005 $0.038
Feb 10, 2005 $0.038
Jan 10, 2005 $0.04
Dec 10, 2004 $0.04
Nov 10, 2004 $0.082
Oct 11, 2004 $0.04
Sep 10, 2004 $0.04
Aug 10, 2004 $0.04
Jul 12, 2004 $0.04
Jun 10, 2004 $0.04
May 10, 2004 $0.04
Apr 12, 2004 $0.042
Mar 10, 2004 $0.042
Feb 10, 2004 $0.042
Jan 12, 2004 $0.042
Dec 10, 2003 $0.042
Nov 10, 2003 $0.087
Oct 10, 2003 $0.042
Sep 10, 2003 $0.042
Aug 11, 2003 $0.042
Jul 10, 2003 $0.042
Jun 10, 2003 $0.042
May 12, 2003 $0.042
Apr 10, 2003 $0.043
Mar 10, 2003 $0.043
Feb 10, 2003 $0.043
Jan 10, 2003 $0.043
Dec 10, 2002 $0.043
Nov 11, 2002 $0.085
Oct 10, 2002 $0.045
Sep 10, 2002 $0.045
Aug 12, 2002 $0.045
Jul 10, 2002 $0.045
Jun 10, 2002 $0.045
May 10, 2002 $0.044
Apr 10, 2002 $0.044
Mar 11, 2002 $0.045
Feb 11, 2002 $0.045
Jan 10, 2002 $0.044
Dec 10, 2001 $0.044
Nov 12, 2001 $0.044
Oct 10, 2001 $0.044
Sep 10, 2001 $0.044
Aug 10, 2001 $0.044
Jul 10, 2001 $0.044
Jun 11, 2001 $0.044
May 10, 2001 $0.044
Apr 10, 2001 $0.045
Mar 12, 2001 $0.045
Feb 12, 2001 $0.045
Jan 10, 2001 $0.045
Dec 11, 2000 $0.045
Nov 10, 2000 $0.045
Oct 10, 2000 $0.045
Sep 11, 2000 $0.045
Aug 10, 2000 $0.045
Jul 10, 2000 $0.045
Jun 12, 2000 $0.044
May 10, 2000 $0.044
Apr 10, 2000 $0.044
Mar 10, 2000 $0.044
Feb 10, 2000 $0.044
Jan 10, 2000 $0.044
Dec 20, 1999 $0.044
Nov 10, 1999 $0.044
Oct 11, 1999 $0.044
Sep 10, 1999 $0.044
Aug 09, 1999 $0.044
Jul 12, 1999 $0.044
Jun 10, 1999 $0.044
May 28, 1999 $0.044
Apr 12, 1999 $0.044
Mar 10, 1999 $0.044
Feb 10, 1999 $0.044
Jan 11, 1999 $0.044
Dec 10, 1998 $0.045
Nov 10, 1998 $0.045
Oct 12, 1998 $0.045
Sep 10, 1998 $0.045
Aug 10, 1998 $0.045
Jul 10, 1998 $0.045
Jun 10, 1998 $0.045
May 11, 1998 $0.045
Apr 13, 1998 $0.045
Mar 10, 1998 $0.045
Feb 10, 1998 $0.045
Jan 12, 1998 $0.045
Dec 10, 1997 $0.047
Nov 10, 1997 $0.047
Oct 10, 1997 $0.047
Sep 09, 1997 $0.047
Aug 11, 1997 $0.047
Jul 10, 1997 $0.047
Jun 10, 1997 $0.047
May 12, 1997 $0.047
Apr 10, 1997 $0.047
Mar 10, 1997 $0.047
Feb 28, 1997 $0.047
Jan 31, 1997 $0.047
Dec 31, 1996 $0.047
Nov 29, 1996 $0.046
Oct 31, 1996 $0.047
Sep 30, 1996 $0.046
Aug 30, 1996 $0.047
Jul 31, 1996 $0.047
Jun 28, 1996 $0.046
May 31, 1996 $0.048
Apr 30, 1996 $0.047
Mar 29, 1996 $0.048
Feb 29, 1996 $0.045
Jan 31, 1996 $0.048
Dec 29, 1995 $0.048
Nov 30, 1995 $0.048
Oct 31, 1995 $0.05
Sep 29, 1995 $0.048
Aug 31, 1995 $0.05
Jul 31, 1995 $0.05
Jun 30, 1995 $0.048
May 31, 1995 $0.05
Apr 28, 1995 $0.048
Mar 31, 1995 $0.05
Feb 28, 1995 $0.045
Jan 31, 1995 $0.05
Dec 30, 1994 $0.05
Nov 30, 1994 $0.048
Oct 31, 1994 $0.05
Sep 30, 1994 $0.048
Aug 31, 1994 $0.05
Jul 29, 1994 $0.05
Jun 30, 1994 $0.049
May 31, 1994 $0.05
Apr 29, 1994 $0.049
Mar 31, 1994 $0.05
Feb 28, 1994 $0.045
Jan 31, 1994 $0.05
Dec 31, 1993 $0.05
Nov 30, 1993 $0.049
Oct 29, 1993 $0.05
Sep 30, 1993 $0.05
Aug 31, 1993 $0.052
Jul 30, 1993 $0.052
Jun 30, 1993 $0.05
May 28, 1993 $0.052
Apr 30, 1993 $0.05
Mar 31, 1993 $0.052
Feb 26, 1993 $0.047
Jan 29, 1993 $0.052
Dec 31, 1992 $0.052
Nov 30, 1992 $0.05
Oct 30, 1992 $0.052
Sep 30, 1992 $0.052
Aug 31, 1992 $0.053
Jul 31, 1992 $0.053
Jun 30, 1992 $0.051
May 29, 1992 $0.053
Apr 30, 1992 $0.051
Mar 31, 1992 $0.053
Feb 28, 1992 $0.05
Jan 31, 1992 $0.054
Dec 31, 1991 $0.054
Nov 29, 1991 $0.052
Oct 31, 1991 $0.054
Sep 30, 1991 $0.052
Aug 30, 1991 $0.054
Jul 31, 1991 $0.054
Jun 28, 1991 $0.052
May 31, 1991 $0.054
Apr 30, 1991 $0.052
Mar 28, 1991 $0.054
Feb 28, 1991 $0.049
Jan 31, 1991 $0.054
Dec 31, 1990 $0.054
Nov 30, 1990 $0.052
Oct 31, 1990 $0.054
Sep 28, 1990 $0.052
Aug 31, 1990 $0.054
Jul 31, 1990 $0.054
Jun 29, 1990 $0.052
May 31, 1990 $0.054
Apr 30, 1990 $0.052
Mar 30, 1990 $0.054
Feb 28, 1990 $0.049
Jan 31, 1990 $0.054
Dec 29, 1989 $0.054
Nov 30, 1989 $0.052
Oct 31, 1989 $0.054
Sep 29, 1989 $0.052
Aug 31, 1989 $0.054
Jul 31, 1989 $0.054
Jun 30, 1989 $0.053
May 31, 1989 $0.055
Apr 28, 1989 $0.053
Mar 31, 1989 $0.055
Feb 27, 1989 $0.049
Jan 31, 1989 $0.055
Dec 30, 1988 $0.055
Nov 30, 1988 $0.054
Oct 28, 1988 $0.054
Sep 30, 1988 $0.054
Aug 30, 1988 $0.054
Jul 29, 1988 $0.054
Jun 30, 1988 $0.054
May 27, 1988 $0.054
Apr 29, 1988 $0.054
Mar 31, 1988 $0.056
Feb 29, 1988 $0.054
Jan 29, 1988 $0.054
Dec 31, 1987 $0.056
Nov 30, 1987 $0.054
Oct 30, 1987 $0.056
Sep 30, 1987 $0.055
Aug 31, 1987 $0.056

Dividend Growth History for NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $0.24 2.49% -9.94% -
2023 $0.2665 2.83% 15.12% -9.94%
2022 $0.2315 2.14% -1.28% 1.82%
2021 $0.2345 2.16% -23.74% 0.78%
2020 $0.3075 2.87% 7.22% -6.01%
2019 $0.2868 2.77% -10.38% -3.50%
2018 $0.32 3.02% -6.30% -4.68%
2017 $0.3415 3.26% -3.80% -4.91%
2016 $0.355 3.27% 7.25% -4.78%
2015 $0.331 3.05% -9.07% -3.51%
2014 $0.364 3.57% -5.45% -4.08%
2013 $0.385 3.49% -5.87% -4.21%
2012 $0.409 3.80% -8.50% -4.35%
2011 $0.447 4.37% 15.21% -4.67%
2010 $0.388 3.73% -7.62% -3.37%
2009 $0.42 4.54% -7.69% -3.66%
2008 $0.455 4.33% 5.57% -3.92%
2007 $0.431 4.05% -5.27% -3.39%
2006 $0.455 4.28% -9.72% -3.49%
2005 $0.504 4.67% -4.91% -3.83%
2004 $0.53 4.90% -4.16% -3.88%
2003 $0.553 5.12% -3.83% -3.90%
2002 $0.575 5.46% 8.08% -3.89%
2001 $0.532 5.07% -0.37% -3.40%
2000 $0.534 5.36% 1.14% -3.28%
1999 $0.528 4.84% -2.22% -3.10%
1998 $0.54 4.98% -4.26% -3.07%
1997 $0.564 5.40% 0.36% -3.11%
1996 $0.562 5.29% -3.93% -2.99%
1995 $0.585 6.07% -0.68% -3.03%
1994 $0.589 5.42% -2.81% -2.95%
1993 $0.606 5.85% -2.88% -2.94%
1992 $0.624 6.18% -1.73% -2.94%
1991 $0.635 6.57% 0.00% -2.91%
1990 $0.635 6.47% -0.78% -2.82%
1989 $0.64 6.72% -1.69% -2.76%
1988 $0.651 7.07% 135.02% -2.73%
1987 $0.277 2.91% - -0.39%

Dividend Growth Chart for NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX)

NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) Historical Returns And Risk Info

From 08/28/1987 to 05/14/2025, the compound annualized total return (dividend reinvested) of NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) is 4.483%. Its cumulative total return (dividend reinvested) is 422.327%.

From 08/28/1987 to 05/14/2025, the Maximum Drawdown of NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) is 16.4%.

From 08/28/1987 to 05/14/2025, the Sharpe Ratio of NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) is 0.6.

From 08/28/1987 to 05/14/2025, the Annualized Standard Deviation of NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) is 3.9%.

From 08/28/1987 to 05/14/2025, the Beta of NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) is 0.78.

The return data shown below all have the same latest date: 05/14/2025.
AR inception is since 12/16/1994.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FCTTX (NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A) -3.13% -1.32% 1.63% 0.06% 1.30% 2.22% 2.62% 4.00%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 0.60% 13.66% 15.29% 17.33% 12.64% 13.60% 10.45% 10.85%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 3.45% 9.21% 8.46% 8.44% 6.01% 6.98% 6.10% 7.55%

Return Calculator for NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX)

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX)

Starting Amount:
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Regular Investment Amount ($):
DCA Frequency:
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Retirement Spending Calculator for NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX)

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Period (Years):
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Rolling Returns


NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 08/28/1987 to 05/14/2025, the worst annualized return of 3-year rolling returns for NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) is -3.6%.
From 08/28/1987 to 05/14/2025, the worst annualized return of 5-year rolling returns for NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) is -0.63%.
From 08/28/1987 to 05/14/2025, the worst annualized return of 10-year rolling returns for NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) is 0.85%.
From 08/28/1987 to 05/14/2025, the worst annualized return of 20-year rolling returns for NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) is 2.67%.

Drawdowns


NUVEEN CONNECTICUT MUNICIPAL BOND FUND NUVEEN CONNECTICUT MUNICIPAL BOND FUND - CLASS A (FCTTX) Maximum Drawdown




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