Performance analysis of NAC (Nuveen California Quality Municipal Income Fund)
Annual Return
Over the past 3 years, NAC has had an average annual return of +11.75%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, NAC has had an average annual return of +0.70%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, NAC has had an average annual return of +2.38%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, NAC has had an average annual return of +5.75%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.77% | +13.06% | +8.68% | +4.45% | -25.64% | +7.63% | +6.33% | +22.27% | -6.23% | +6.79% | -3.41% | +9.48% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +24.34% | -14.86% | +20.12% | +24.21% | +6.15% | +38.67% | -21.59% | -10.82% | +4.42% | +15.64% | +4.31% | +11.01% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +9.23% | +11.94% | +23.63% | -13.99% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.73% | +1.63% | -2.80% | +2.88% | +2.40% | -0.08% | +5.77% | ||||||
| 2025 | +1.19% | +2.95% | -2.56% | -2.00% | +0.58% | +2.88% | -0.78% | +2.67% | +3.06% | +4.83% | -0.40% | +0.20% | +13.06% |
| 2024 | -0.06% | -0.24% | +0.90% | -1.82% | +2.03% | +6.06% | +1.16% | +2.36% | +1.47% | -2.93% | +2.14% | -2.39% | +8.68% |
| 2023 | +4.22% | -5.18% | +1.63% | -0.59% | -2.52% | +3.36% | -0.31% | -3.82% | -6.88% | -2.44% | +13.49% | +5.04% | +4.45% |
| 2022 | -4.25% | -7.74% | -3.90% | -7.55% | +4.76% | -1.71% | +2.87% | -3.49% | -9.25% | -6.36% | +10.62% | -1.39% | -25.64% |
| 2021 | -0.43% | -2.78% | +2.37% | +2.66% | +3% | +1.96% | +1.16% | +0.47% | -1.60% | -1.89% | +1% | +1.65% | +7.63% |
| 2020 | +3.31% | -1.23% | -8.93% | -1.46% | +7.03% | -0.06% | +4.08% | -0.74% | -0.19% | +0.51% | +3.40% | +1.30% | +6.33% |
| 2019 | +4.68% | +0.49% | +4.04% | +0.62% | +3.52% | +2.08% | +2.88% | +4.16% | -2.32% | -0.59% | +0.83% | +0.15% | +22.27% |
| 2018 | -3.66% | -1.32% | -0.32% | -0.16% | +1.87% | -0.62% | +0.12% | +1.77% | -3.75% | -4.13% | +2.72% | +1.39% | -6.23% |
| 2017 | +3.67% | +0.20% | -0.48% | +2.42% | +1.70% | +1.59% | +2.90% | -0.03% | -2.34% | -2.28% | +0.07% | -0.64% | +6.79% |
Drawdown analysis of NAC (Nuveen California Quality Municipal Income Fund)
The maximum drawdown for the NAC was -46.34%, occurring on Dec 12, 2008. Recovery took 202 trading sessions.
The current NAC drawdown is -0.79%.
Since Nov 1, 1999 NAC has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.34% | May 8, 2007 | 405 | Dec 12, 2008 | 202 | Oct 2, 2009 | 607 |
| -36.30% | Sep 14, 2021 | 532 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -28.72% | Feb 21, 2020 | 18 | Mar 18, 2020 | 183 | Dec 7, 2020 | 201 |
| -24.55% | Jan 4, 2013 | 156 | Aug 19, 2013 | 303 | Oct 30, 2014 | 459 |
| -18.84% | Jul 8, 2016 | 586 | Nov 2, 2018 | 175 | Jul 18, 2019 | 761 |
| -17.75% | Sep 9, 2010 | 91 | Jan 19, 2011 | 157 | Sep 1, 2011 | 248 |
| -15.95% | Nov 2, 1999 | 40 | Dec 30, 1999 | 131 | Jul 7, 2000 | 171 |
| -15.22% | Mar 11, 2004 | 44 | May 13, 2004 | 107 | Oct 15, 2004 | 151 |
| -10.99% | Jun 13, 2003 | 34 | Aug 1, 2003 | 114 | Jan 14, 2004 | 148 |
| -10.27% | Oct 8, 2009 | 32 | Nov 23, 2009 | 111 | May 5, 2010 | 143 |
| -8.73% | Nov 15, 2001 | 86 | Mar 22, 2002 | 74 | Jul 9, 2002 | 160 |
| -8.51% | Sep 7, 2000 | 18 | Oct 3, 2000 | 57 | Dec 22, 2000 | 75 |
| -8.45% | Feb 29, 2012 | 12 | Mar 16, 2012 | 33 | May 3, 2012 | 45 |
| -7.68% | Sep 3, 2019 | 8 | Sep 13, 2019 | 95 | Jan 30, 2020 | 103 |
| -7.64% | Jan 31, 2001 | 36 | Mar 23, 2001 | 82 | Jul 20, 2001 | 118 |
| -7.61% | Apr 23, 2015 | 46 | Jun 29, 2015 | 67 | Oct 2, 2015 | 113 |
| -7.31% | Oct 1, 2002 | 15 | Oct 22, 2002 | 128 | Apr 28, 2003 | 143 |
| -7.10% | Sep 9, 2005 | 29 | Oct 20, 2005 | 38 | Dec 14, 2005 | 67 |
| -6.79% | Feb 3, 2006 | 48 | Apr 13, 2006 | 78 | Aug 4, 2006 | 126 |
| -5.50% | Feb 11, 2021 | 9 | Feb 25, 2021 | 41 | Apr 26, 2021 | 50 |
| -5.25% | Nov 3, 2004 | 50 | Jan 14, 2005 | 17 | Feb 9, 2005 | 67 |
| -5.14% | Feb 9, 2005 | 31 | Mar 28, 2005 | 26 | May 3, 2005 | 57 |
| -4.91% | Feb 2, 2015 | 10 | Feb 17, 2015 | 46 | Apr 23, 2015 | 56 |
| -4.88% | Sep 5, 2001 | 7 | Sep 20, 2001 | 10 | Oct 4, 2001 | 17 |
| -3.75% | Dec 5, 2006 | 14 | Dec 26, 2006 | 88 | May 4, 2007 | 102 |