Performance analysis of NAD (Nuveen Quality Municipal Income Fund)
Annual Return
Over the past 3 years, NAD has had an average annual return of +8.58%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, NAD has had an average annual return of -0.28%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, NAD has had an average annual return of +2.66%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, NAD has had an average annual return of +5.39%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.39% | +11.26% | +8.75% | +1.24% | -22.84% | +9.70% | +10.36% | +21.93% | -6.10% | +6.36% | +1.56% | +8.03% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +21.40% | -13.19% | +12.38% | +20.71% | +1.99% | +45.78% | -20.44% | -10.57% | +13.99% | +4.85% | +2.88% | +10.73% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +9.95% | +10.28% | +18.03% | -11.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.25% | +1.99% | -5.72% | +2.87% | +2.06% | +2.19% | -1.98% | +2.39% | |||||
| 2025 | +1.43% | +2.43% | -3.05% | -1.33% | +0.23% | +1.12% | -0.58% | +2.30% | +3.80% | +3.17% | +1.01% | +0.42% | +11.26% |
| 2024 | -1.01% | +0.30% | +2.07% | -4.18% | +3.31% | +5.12% | +1.33% | +2.42% | +3.54% | -2.55% | +3.15% | -4.52% | +8.75% |
| 2023 | +2.03% | -5.85% | +2.76% | -0.19% | -2.64% | +1.60% | +0.25% | -3.13% | -6.38% | -2.89% | +11.98% | +5.07% | +1.24% |
| 2022 | -8.46% | -1.21% | -7.14% | -3.75% | +2.83% | -4.34% | +6.55% | -6.65% | -10.17% | -2.96% | +12.04% | -0.10% | -22.84% |
| 2021 | -0.20% | -1.45% | +1.34% | +1.58% | +2.75% | +2.49% | +2.25% | +0.12% | -3.65% | +0.45% | +0.44% | +3.40% | +9.70% |
| 2020 | +3.25% | -0.71% | -7.17% | -4.66% | +7.66% | +0.62% | +4.91% | -1.19% | +1.09% | -0.15% | +4.51% | +2.67% | +10.36% |
| 2019 | +5.29% | +2.24% | +1.75% | +0.40% | +1.50% | +2.44% | +3.10% | +1.56% | -0.94% | +0.79% | +0.51% | +1.48% | +21.93% |
| 2018 | -4.58% | -1.00% | +0.21% | -0.32% | +2.21% | +0.66% | -0.17% | +0.28% | -2.71% | -2.55% | +1.88% | +0.03% | -6.10% |
| 2017 | +0.63% | -0.08% | -1.04% | +1.49% | +2.21% | +0.24% | +2.53% | +0.45% | -0.56% | -1.91% | +0.29% | +2.04% | +6.36% |
Drawdown analysis of NAD (Nuveen Quality Municipal Income Fund)
The maximum drawdown for the NAD was -44.61%, occurring on Oct 10, 2008. Recovery took 228 trading sessions.
The current NAD drawdown is -3.73%.
Since Nov 1, 1999 NAD has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.61% | Jan 22, 2007 | 435 | Oct 10, 2008 | 228 | Sep 8, 2009 | 663 |
| -35.57% | Sep 15, 2021 | 531 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -25.39% | Mar 6, 2020 | 8 | Mar 18, 2020 | 169 | Nov 16, 2020 | 177 |
| -21.47% | Nov 30, 2012 | 178 | Aug 16, 2013 | 328 | Dec 4, 2014 | 506 |
| -18.90% | Sep 1, 2010 | 96 | Jan 19, 2011 | 214 | Nov 22, 2011 | 310 |
| -17.47% | Mar 9, 2004 | 43 | May 10, 2004 | 271 | Jun 7, 2005 | 314 |
| -15.78% | Nov 2, 1999 | 95 | Mar 20, 2000 | 184 | Dec 8, 2000 | 279 |
| -15.38% | Aug 12, 2016 | 77 | Dec 1, 2016 | 613 | May 13, 2019 | 690 |
| -10.12% | Jun 17, 2003 | 53 | Sep 2, 2003 | 88 | Jan 7, 2004 | 141 |
| -9.48% | Nov 6, 2001 | 92 | Mar 21, 2002 | 54 | Jun 7, 2002 | 146 |
| -9.39% | Oct 4, 2002 | 12 | Oct 22, 2002 | 131 | May 1, 2003 | 143 |
| -8.79% | Sep 9, 2005 | 72 | Dec 21, 2005 | 164 | Aug 17, 2006 | 236 |
| -8.02% | Oct 8, 2009 | 16 | Oct 30, 2009 | 62 | Feb 1, 2010 | 78 |
| -6.14% | Jan 30, 2015 | 144 | Aug 26, 2015 | 48 | Nov 3, 2015 | 192 |
| -5.87% | Mar 1, 2012 | 11 | Mar 16, 2012 | 33 | May 3, 2012 | 44 |
| -5.18% | Feb 7, 2001 | 8 | Feb 20, 2001 | 8 | Mar 2, 2001 | 16 |
| -4.47% | Feb 11, 2021 | 7 | Feb 23, 2021 | 37 | Apr 16, 2021 | 44 |
| -4.44% | Jul 26, 2012 | 20 | Aug 23, 2012 | 22 | Sep 25, 2012 | 42 |
| -3.95% | Aug 31, 2001 | 8 | Sep 19, 2001 | 5 | Sep 26, 2001 | 13 |
| -3.76% | Mar 20, 2001 | 5 | Mar 27, 2001 | 5 | Apr 3, 2001 | 10 |
| -3.67% | Sep 4, 2019 | 8 | Sep 16, 2019 | 50 | Nov 25, 2019 | 58 |
| -3.51% | Feb 2, 2010 | 13 | Feb 22, 2010 | 7 | Mar 3, 2010 | 20 |
| -3.20% | Dec 14, 2000 | 5 | Dec 21, 2000 | 2 | Dec 26, 2000 | 7 |
| -2.92% | Jul 8, 2016 | 4 | Jul 14, 2016 | 3 | Jul 19, 2016 | 7 |
| -2.77% | Jul 10, 2001 | 11 | Jul 25, 2001 | 8 | Aug 6, 2001 | 19 |