Skip to main content

Want a detailed portfolio tracker?

Performance analysis of NAN (Nuveen New York Quality Municipal Income Fund)

Annual Return

Over the past 3 years, NAN has had an average annual return of +9.15%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, NAN has had an average annual return of +0.57%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, NAN has had an average annual return of +2.44%, underperforming the benchmark SPY, which returned +15.45% annual.

Since Nov 1, 1999, NAN has had an average annual return of +5.02%, underperforming the benchmark SPY, which returned +8.56% annual.

202620252024202320222021202020192018201720162015
+5.94%+6.56%+10.20%+7.70%-24.07%+9.01%+4.21%+20.90%-7.21%+8.45%-0.61%+11.41%
201420132012201120102009200820072006200520042003
+12.73%-12.26%+12.83%+16.66%+5.89%+45.35%-25.08%-8.76%+0.15%+14.75%+3.90%+14.13%
2002200120001999
+11.28%+11.38%+12.48%-9.22%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.43%+3.02%-3.44%+4.06%+0.37%+0.52%+5.94%
2025+1.08%+3.87%-3.11%-0.06%+1%+1.26%-2.72%+0.11%+4.85%+1.86%+0.45%-1.89%+6.56%
2024+0.03%-0.34%+0.72%-2.39%+0.55%+6.31%+1.53%+1.78%+3.33%-2.79%+2.65%-1.28%+10.20%
2023+7.56%-7.27%+4.52%-1.49%+0.53%-0.67%+0.52%-3.57%-6.23%-4.40%+13.19%+6.78%+7.70%
2022-9.09%-1.05%-4.48%-7.58%+4.41%-2.08%+2.73%-4.12%-8.24%-6.10%+12.42%-1.99%-24.07%
2021+2.85%-3.65%+2.75%+1.06%+3.44%+2.18%+1.81%-0.05%-2.95%-3.08%+2.16%+2.49%+9.01%
2020+2.39%-0.09%-8.66%-3.61%+7.10%+0.69%+5.30%-3.18%+0.52%-2.34%+5.14%+1.96%+4.21%
2019+4.64%+1.16%+4.42%+0.28%+2.67%+1.60%+2.22%+1.26%+0.42%-1.00%+1.20%+0.41%+20.90%
2018-3.53%-1.63%-2.17%-1.12%+1.18%+0.30%-0.34%+1.11%-1.85%-1.31%+2.05%-0.02%-7.21%
2017+3.06%+0.29%-1.01%+2.36%+2.11%+1.07%+1.78%+0.63%-1.35%-1.30%+1.18%-0.55%+8.45%

Drawdown analysis of NAN (Nuveen New York Quality Municipal Income Fund)

The maximum drawdown for the NAN was -44.95%, occurring on Oct 10, 2008. Recovery took 344 trading sessions.

The current NAN drawdown is -0.97%.

Since Nov 1, 1999 NAN has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 4 times
  • 10% or more: 8 times
DepthStartTo BottomBottomTo RecoverEndTotal
-44.95%Feb 7, 2007423Oct 10, 2008344Feb 24, 2010767
-34.64%Aug 18, 2021550Oct 25, 2023OngoingOngoingOngoing
-24.81%Mar 5, 20209Mar 18, 2020184Dec 8, 2020193
-21.32%Dec 5, 2012192Sep 11, 2013554Nov 20, 2015746
-17.70%Mar 1, 200449May 10, 2004173Jan 14, 2005222
-15.64%Jul 27, 201681Nov 18, 2016644Jun 14, 2019725
-14.48%Nov 2, 1999141May 24, 2000152Dec 29, 2000293
-13.00%Nov 9, 201046Jan 14, 2011205Nov 7, 2011251
-9.86%Jun 30, 200326Aug 6, 2003100Dec 29, 2003126
-8.46%Oct 1, 200214Oct 21, 2002129Apr 28, 2003143
-8.10%Jan 17, 2006125Jul 17, 2006128Jan 19, 2007253
-7.75%Sep 20, 200521Oct 19, 200546Dec 23, 200567
-7.00%Feb 27, 200218Mar 25, 200250Jun 5, 200268
-6.49%Nov 16, 200124Dec 21, 200141Feb 22, 200265
-6.03%Jan 25, 200543Mar 29, 200521Apr 27, 200564
-5.60%Mar 13, 20123Mar 16, 201265Jun 19, 201268
-5.33%Aug 31, 200110Sep 21, 200133Nov 7, 200143
-4.49%Jul 27, 20058Aug 8, 200520Sep 6, 200528
-4.26%Feb 8, 202112Feb 25, 202129Apr 8, 202141
-3.76%Mar 30, 200141May 30, 200122Jun 29, 200163
-3.53%Aug 30, 20199Sep 13, 20199Sep 26, 201918
-3.44%Feb 5, 200115Feb 27, 200123Mar 30, 200138
-2.86%Jul 12, 202110Jul 26, 20214Jul 30, 202114
-2.81%Jul 11, 20163Jul 14, 20166Jul 22, 20169
-2.41%Oct 25, 201010Nov 8, 20101Nov 9, 201011