Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NMAI (Nuveen Multi-Asset Income Fund) 8.14% 19.34% 18.41% NA NA NA NA
Data as of 06/10/2026, Common starting date is 11/22/2021
More Performance Analytics Comparison
Name Start Date End Date
NMAI (Nuveen Multi-Asset Income Fund) 11/22/2021 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) -3.22 19.34 18.41 NA NA NA NA 8.14 20.03 11.65 19.52 -26.38 -1.71
Sharpe Ratio NA 1.48 1.23 NA NA NA NA 1.27 1.26 0.65 1.31 -1.16 -0.57
Standard Deviation(%) NA 12.81 13.14 NA NA NA NA 16.28 13.70 12.29 12.22 23.98 26.23
Draw Down(%) NA 11.88 13.04 NA NA NA NA 11.88 12.17 7.56 12.65 35.61 8.09
Yield(%) 0.00 11.48 12.91 7.66 3.83 2.55 1.91 4.48 10.67 13.58 11.21 11.88 1.81
Data as of 06/10/2026, Common starting date is 11/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NMAI (Nuveen Multi-Asset Income Fund) -0.59%
Dec 2021 – Dec 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NMAI (Nuveen Multi-Asset Income Fund) 21.47%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return