Performance analysis of NKX (Nuveen California AMT-Free Quality Municipal Income Fund)
Annual Return
Over the past 3 years, NKX has had an average annual return of +11.33%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, NKX has had an average annual return of +0.88%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, NKX has had an average annual return of +2.64%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 16, 2003, NKX has had an average annual return of +4.97%, underperforming the benchmark SPY, which returned +11.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.53% | +5.97% | +16.47% | -1.93% | -18.43% | +4.70% | +8.11% | +25.20% | -13.34% | +13.02% | -1.49% | +10.57% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +28.23% | -11.85% | +6.53% | +28.01% | +2.05% | +30.40% | -23.26% | +0.31% | +15.35% | +0.58% | +7.84% | +0.81% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.98% | +0.90% | -7.20% | +5.10% | +2.64% | -0.47% | +4.53% | ||||||
| 2025 | +1.23% | +1.86% | -1.67% | -3.67% | -1.13% | +0.06% | -1.58% | +3.34% | +7.85% | +2.03% | +0.36% | -2.37% | +5.97% |
| 2024 | +0.14% | +0.13% | +6.30% | -3.70% | -1.04% | +9.66% | +3.15% | +4.57% | +2.44% | -2.40% | -1.78% | -1.28% | +16.47% |
| 2023 | +2.04% | -5.99% | -0.33% | -0.86% | -3.22% | +4.44% | +0.54% | -3.97% | -6.88% | -3.90% | +14.52% | +3.45% | -1.93% |
| 2022 | -7.50% | -2.63% | -3.77% | +0.36% | +1.55% | -5.56% | +8.49% | -2.95% | -11.91% | -6.74% | +12.77% | +0.22% | -18.43% |
| 2021 | -0.54% | -2.80% | +2.48% | +1.91% | +3.03% | +1.52% | +0.77% | +1.51% | -0.69% | +0.23% | -1.01% | -1.64% | +4.70% |
| 2020 | +5.15% | -2.25% | -8.48% | -0.92% | +6.40% | +1.11% | +4.06% | -0.17% | -0.49% | -0.63% | +3.14% | +1.77% | +8.11% |
| 2019 | +5.22% | +1.97% | +3.50% | +1.38% | +2.51% | +2.04% | +4.27% | +2.12% | -1.74% | +2% | -2.47% | +2.16% | +25.20% |
| 2018 | -5.67% | -2.83% | -2.68% | -0.85% | +2.59% | -0.18% | -0.69% | +0.34% | -3.73% | -2.55% | +2.49% | -0.15% | -13.34% |
| 2017 | +3.19% | -0.10% | +1.28% | +2.22% | +2.24% | +2.40% | +2.48% | +0.54% | -0.49% | -1.96% | -0.35% | +0.99% | +13.02% |
Drawdown analysis of NKX (Nuveen California AMT-Free Quality Municipal Income Fund)
The maximum drawdown for the NKX was -43.86%, occurring on Oct 10, 2008. Recovery took 234 trading sessions.
The current NKX drawdown is -1.68%.
Since Jan 16, 2003 NKX 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
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.86% | Jan 14, 2008 | 188 | Oct 10, 2008 | 234 | Sep 16, 2009 | 422 |
| -35.62% | Nov 12, 2021 | 489 | Oct 25, 2023 | 575 | Feb 11, 2026 | 1064 |
| -27.52% | Feb 7, 2020 | 27 | Mar 18, 2020 | 100 | Aug 10, 2020 | 127 |
| -23.95% | Nov 30, 2012 | 178 | Aug 16, 2013 | 332 | Dec 10, 2014 | 510 |
| -19.95% | Sep 8, 2016 | 530 | Oct 16, 2018 | 189 | Jul 19, 2019 | 719 |
| -19.40% | Aug 16, 2010 | 106 | Jan 14, 2011 | 198 | Oct 27, 2011 | 304 |
| -15.06% | Jun 13, 2003 | 53 | Aug 28, 2003 | 266 | Sep 20, 2004 | 319 |
| -12.43% | Apr 23, 2007 | 147 | Nov 19, 2007 | 37 | Jan 14, 2008 | 184 |
| -9.74% | Feb 11, 2026 | 32 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -9.66% | Oct 8, 2009 | 33 | Nov 24, 2009 | 141 | Jun 18, 2010 | 174 |
| -9.62% | Jun 2, 2006 | 17 | Jun 27, 2006 | 69 | Oct 4, 2006 | 86 |
| -8.70% | May 31, 2005 | 122 | Nov 21, 2005 | 41 | Jan 23, 2006 | 163 |
| -7.75% | Feb 15, 2012 | 21 | Mar 16, 2012 | 31 | May 1, 2012 | 52 |
| -7.27% | Jan 30, 2015 | 103 | Jun 29, 2015 | 71 | Oct 8, 2015 | 174 |
| -6.76% | Mar 14, 2005 | 14 | Apr 4, 2005 | 40 | May 31, 2005 | 54 |
| -6.24% | Aug 15, 2019 | 20 | Sep 13, 2019 | 83 | Jan 13, 2020 | 103 |
| -6.17% | Nov 24, 2004 | 16 | Dec 17, 2004 | 18 | Jan 13, 2005 | 34 |
| -5.87% | Jan 16, 2003 | 19 | Feb 13, 2003 | 35 | Apr 4, 2003 | 54 |
| -5.85% | May 1, 2012 | 13 | May 18, 2012 | 30 | Jul 2, 2012 | 43 |
| -5.26% | Feb 11, 2021 | 9 | Feb 25, 2021 | 34 | Apr 15, 2021 | 43 |
| -4.99% | Jan 29, 2007 | 18 | Feb 23, 2007 | 33 | Apr 12, 2007 | 51 |
| -4.56% | Oct 29, 2004 | 8 | Nov 10, 2004 | 10 | Nov 24, 2004 | 18 |
| -4.33% | Feb 3, 2006 | 10 | Feb 17, 2006 | 51 | May 3, 2006 | 61 |
| -4.19% | Jul 11, 2012 | 30 | Aug 22, 2012 | 21 | Sep 21, 2012 | 51 |
| -4.11% | Sep 22, 2021 | 21 | Oct 21, 2021 | 15 | Nov 11, 2021 | 36 |