Performance analysis of NEA (Nuveen AMT-Free Quality Municipal Income Fund)
Annual Return
Over the past 3 years, NEA has had an average annual return of +8.15%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, NEA has had an average annual return of -0.65%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, NEA has had an average annual return of +2.63%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 22, 2002, NEA has had an average annual return of +4.50%, underperforming the benchmark SPY, which returned +11.21% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.41% | +11.30% | +9.49% | +0.73% | -23.30% | +8.17% | +10.09% | +22.43% | -5.73% | +8.77% | +1.62% | +6.32% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +22.10% | -14.11% | +7.36% | +15.94% | +1.84% | +41.73% | -23.34% | +5.08% | +13.39% | +3.92% | -5.39% | +8.59% |
| 2002 | |||||||||||
| +0.07% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.92% | +2.13% | -4.67% | +2.74% | +1.22% | +2.33% | -3.01% | +1.41% | |||||
| 2025 | +1.90% | +2.22% | -2.82% | -2.19% | +0.48% | +1.23% | -0.99% | +3.11% | +4.17% | +2.89% | -0.01% | +1.03% | +11.30% |
| 2024 | +0.66% | -0.34% | +1.56% | -3.43% | +2.64% | +6.10% | +1.25% | +1.24% | +3.82% | -2.49% | +3.15% | -4.53% | +9.49% |
| 2023 | +2.34% | -6.96% | +3.68% | +0.22% | -3.20% | +2.29% | +0.32% | -4.17% | -6.96% | -1.82% | +12.50% | +4.08% | +0.73% |
| 2022 | -9.26% | +0.79% | -6.73% | -4.78% | +1.65% | -6.39% | +8.72% | -5.43% | -11.11% | -2.24% | +13.06% | -1.76% | -23.30% |
| 2021 | -0.00728% | -3.21% | +2.62% | +1.95% | +1.99% | +3.07% | +1.45% | +0.44% | -3.99% | +0.32% | +1.11% | +2.42% | +8.17% |
| 2020 | +2.88% | -0.11% | -7.33% | -4.29% | +7.89% | +0.63% | +5.02% | -2.24% | +1.67% | +0.34% | +3.48% | +2.64% | +10.09% |
| 2019 | +4.91% | +2.04% | +2.64% | +0.11% | +1.91% | +2.54% | +2.78% | +1.79% | +0.17% | -0.40% | -0.32% | +2.37% | +22.43% |
| 2018 | -4.90% | +0.52% | +0.21% | -1.17% | +2.41% | +0.18% | +0.26% | +0.10% | -1.84% | -3.76% | +2.92% | -0.54% | -5.73% |
| 2017 | +0.17% | +1.22% | +0.18% | +1.81% | +1.80% | +0.23% | +2.58% | +0.52% | -0.59% | -1.61% | +0.20% | +2.01% | +8.77% |
Drawdown analysis of NEA (Nuveen AMT-Free Quality Municipal Income Fund)
The maximum drawdown for the NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 237 trading sessions.
The current NEA drawdown is -5.71%.
Since Nov 22, 2002 NEA 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 |
|---|---|---|---|---|---|---|
| -43.81% | Feb 12, 2008 | 168 | Oct 10, 2008 | 237 | Sep 21, 2009 | 405 |
| -36.56% | Sep 15, 2021 | 529 | Oct 23, 2023 | Ongoing | Ongoing | Ongoing |
| -25.03% | Mar 6, 2020 | 8 | Mar 18, 2020 | 100 | Aug 10, 2020 | 108 |
| -23.18% | Nov 30, 2012 | 173 | Aug 9, 2013 | 355 | Jan 7, 2015 | 528 |
| -18.08% | Sep 10, 2010 | 88 | Jan 14, 2011 | 223 | Dec 2, 2011 | 311 |
| -16.44% | Mar 5, 2004 | 45 | May 10, 2004 | 287 | Jun 29, 2005 | 332 |
| -12.37% | Jul 8, 2016 | 102 | Dec 1, 2016 | 567 | Mar 7, 2019 | 669 |
| -12.29% | Feb 12, 2007 | 197 | Nov 21, 2007 | 36 | Jan 15, 2008 | 233 |
| -10.90% | Jul 28, 2005 | 87 | Nov 30, 2005 | 153 | Jul 12, 2006 | 240 |
| -10.61% | Jul 14, 2003 | 31 | Aug 26, 2003 | 88 | Dec 31, 2003 | 119 |
| -9.23% | Feb 2, 2015 | 88 | Jun 9, 2015 | 139 | Dec 24, 2015 | 227 |
| -9.16% | Oct 7, 2009 | 26 | Nov 12, 2009 | 54 | Feb 2, 2010 | 80 |
| -6.55% | Mar 12, 2012 | 4 | Mar 16, 2012 | 42 | May 16, 2012 | 46 |
| -4.92% | Jan 27, 2021 | 18 | Feb 23, 2021 | 34 | Apr 13, 2021 | 52 |
| -4.74% | Nov 30, 2006 | 11 | Dec 15, 2006 | 37 | Feb 12, 2007 | 48 |
| -4.54% | Nov 12, 2012 | 3 | Nov 15, 2012 | 10 | Nov 30, 2012 | 13 |
| -4.11% | Aug 10, 2020 | 13 | Aug 27, 2020 | 52 | Nov 10, 2020 | 65 |
| -4.00% | Nov 27, 2002 | 26 | Jan 7, 2003 | 7 | Jan 16, 2003 | 33 |
| -3.44% | May 12, 2010 | 5 | May 19, 2010 | 9 | Jun 2, 2010 | 14 |
| -3.41% | Jun 11, 2010 | 7 | Jun 22, 2010 | 7 | Jul 1, 2010 | 14 |
| -3.31% | Sep 3, 2019 | 9 | Sep 16, 2019 | 57 | Dec 5, 2019 | 66 |
| -2.95% | Jul 25, 2012 | 28 | Sep 4, 2012 | 13 | Sep 21, 2012 | 41 |
| -2.78% | Feb 3, 2010 | 5 | Feb 10, 2010 | 23 | Mar 16, 2010 | 28 |
| -2.64% | Aug 18, 2010 | 4 | Aug 24, 2010 | 8 | Sep 3, 2010 | 12 |
| -2.63% | Nov 13, 2006 | 4 | Nov 17, 2006 | 8 | Nov 30, 2006 | 12 |