Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUMBX (NUVEEN INTERMEDIATE DURATION MUNICIPAL BOND FUND NUVEEN INTERMEDIATE DURATION MUNICIPAL BOND FUND – CLASS B) | NA | 0.00% | 1.32% | 2.66% | 2.75% | 3.42% | NA | … | … |
Data as of 06/16/2015, Common starting date is 01/25/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUMBX (NUVEEN INTERMEDIATE DURATION MUNICIPAL BOND FUND NUVEEN INTERMEDIATE DURATION MUNICIPAL BOND FUND – CLASS B) | 01/25/2000 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 1.32 | 2.66 | 2.75 | 3.42 | NA | … | … | 0.00 | 4.05 | -2.53 | 5.06 | 6.69 | 1.69 | 12.28 | -4.61 | 1.91 | 3.21 | 2.17 | 3.95 | 2.56 | 6.15 | 4.11 | 10.48 |
| Sharpe Ratio | NA | -0.06 | 0.66 | 1.29 | 0.76 | NA | NA | … | … | 0.00 | 3.24 | -0.90 | 2.71 | 3.37 | 0.76 | 4.50 | -1.16 | -0.62 | -0.05 | 0.00 | 0.97 | 0.68 | 2.43 | 1.11 | 3.71 |
| Standard Deviation(%) | NA | 0.15 | 1.96 | 2.04 | 2.45 | NA | NA | … | … | NA | 1.24 | 2.84 | 1.86 | 1.98 | 2.11 | 2.71 | 4.75 | 1.80 | 1.65 | 2.03 | 3.09 | 2.76 | 2.08 | 1.64 | 1.93 |
| Draw Down(%) | NA | 0.11 | 6.15 | 6.15 | 9.12 | NA | NA | … | … | 0.00 | 0.77 | 6.15 | 1.68 | 1.58 | 3.51 | 2.53 | 9.12 | 1.83 | 1.18 | 2.13 | 5.05 | 4.79 | 2.22 | 2.27 | 2.53 |
| Yield(%) | 0.00 | 0.00 | 1.66 | 2.21 | 2.60 | 3.25 | 2.60 | … | … | 0.00 | 1.01 | 2.41 | 2.84 | 2.86 | 2.83 | 3.37 | 3.12 | 3.20 | 3.15 | 3.23 | 4.52 | 4.62 | 4.61 | 4.27 | 4.20 |
Data as of 06/16/2015, Common starting date is 01/25/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUMBX (NUVEEN INTERMEDIATE DURATION MUNICIPAL BOND FUND NUVEEN INTERMEDIATE DURATION MUNICIPAL BOND FUND – CLASS B) |
0.11%
Dec 2005 – Dec 2008 |
1.28%
Dec 2003 – Dec 2008 |
2.75%
May 2005 – May 2015 |
3.48%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUMBX (NUVEEN INTERMEDIATE DURATION MUNICIPAL BOND FUND NUVEEN INTERMEDIATE DURATION MUNICIPAL BOND FUND – CLASS B) |
6.80%
Dec 2008 – Dec 2011 |
5.19%
May 2000 – May 2005 |
4.11%
Feb 2000 – Feb 2010 |
3.62%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart