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Performance analysis of NMI (Nuveen Municipal Income Fund)

Annual Return

Over the past 3 years, NMI has had an average annual return of +8.46%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, NMI has had an average annual return of +2.69%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, NMI has had an average annual return of +2.55%, underperforming the benchmark SPY, which returned +15.44% annual.

Since Nov 1, 1999, NMI has had an average annual return of +4.84%, underperforming the benchmark SPY, which returned +8.56% annual.

202620252024202320222021202020192018201720162015
+11.65%+10.52%+7.02%+1.88%-15.08%+3.86%+4.71%+16%-8.06%+7.49%-2.50%+5.13%
201420132012201120102009200820072006200520042003
+23.48%-12.13%+10.07%+18.23%-1.01%+21.45%-3.99%+2.67%+8.62%+9.66%+7.83%+1.92%
2002200120001999
-3.58%-0.45%+18.63%-3.48%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.78%+0.27%+5.32%-4.11%+7.13%+2.11%+11.65%
2025+4.88%+1.51%-0.62%-1.03%+1.11%+3.27%-1.22%-2.04%+3.09%+1.80%+0.18%-0.62%+10.52%
2024+2.75%-1.86%+3%-2.80%+1.37%+6.52%+3.08%+1.65%-1.20%-3.22%+0.19%-2.20%+7.02%
2023+5.75%-3.43%-1.57%+0.85%+2.85%-1.93%+4.80%-6.08%-6.40%-2.55%+5.64%+5.06%+1.88%
2022-5.71%-3.46%-3.23%-5.72%+3.36%-4.37%+3.22%-2.45%-5.97%-1.50%+6.80%+3.87%-15.08%
2021+1.18%-1.72%+1.80%+1.43%+0.81%+2.10%+0.84%+0%+1.35%-2.70%+3.68%-4.67%+3.86%
2020+3.43%-1.07%-1.17%-8.92%+2.57%+2.41%+6.76%+2.89%+1.96%-4.60%+1.80%-0.49%+4.71%
2019+5.09%+1.75%+1.54%+1.80%+1.51%+0.77%+2.01%+0.58%+0.66%-1.17%-0.93%+1.45%+16%
2018-3.56%-0.82%+6.26%-3.36%+2.05%-0.73%-1.36%-2.12%-5.32%-0.82%+1.54%+0.36%-8.06%
2017+3.66%+1.39%+4.82%+0.97%-3.41%-0.75%+1.54%-1.09%-1.03%-0.35%+0.18%+1.58%+7.49%

Drawdown analysis of NMI (Nuveen Municipal Income Fund)

The maximum drawdown for the NMI was -28.91%, occurring on Oct 24, 2022. Recovery took 679 trading sessions.

The current NMI drawdown is -1.06%.

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

  • 20% or more: 3 times
  • 10% or more: 15 times
DepthStartTo BottomBottomTo RecoverEndTotal
-28.91%Dec 21, 2021211Oct 24, 2022679Jul 11, 2025890
-22.57%Mar 13, 2013110Aug 19, 2013332Dec 11, 2014442
-20.89%May 30, 200892Oct 9, 2008136Apr 27, 2009228
-19.97%Mar 5, 20209Mar 18, 20208Mar 30, 202017
-18.02%Apr 7, 2017377Oct 5, 2018215Aug 15, 2019592
-17.54%Aug 29, 2001286Oct 23, 2002143May 20, 2003429
-16.27%Oct 11, 201636Dec 1, 201687Apr 7, 2017123
-15.15%Nov 5, 201048Jan 14, 2011179Sep 30, 2011227
-13.51%Mar 19, 200437May 12, 2004176Jan 24, 2005213
-13.09%Mar 30, 202023May 1, 202084Aug 31, 2020107
-12.93%May 6, 201577Aug 25, 201583Dec 22, 2015160
-11.67%May 22, 200385Sep 23, 2003123Mar 19, 2004208
-11.64%Nov 8, 199921Dec 8, 199948Feb 16, 200069
-11.23%Aug 19, 200539Oct 14, 2005284Nov 30, 2006323
-10.96%Apr 21, 20269May 4, 2026OngoingOngoingOngoing
-9.00%May 15, 2007131Nov 19, 200720Dec 18, 2007151
-8.70%Jul 11, 202536Sep 2, 2025145Mar 31, 2026181
-8.64%Feb 4, 200532Mar 23, 200540May 19, 200572
-8.11%Oct 8, 20095Oct 15, 200939Dec 10, 200944
-7.87%Jun 22, 201655Sep 9, 201622Oct 11, 201677
-7.38%Sep 8, 200067Dec 13, 200014Jan 4, 200181
-6.94%Sep 18, 202064Dec 18, 2020117Jun 9, 2021181
-6.70%Oct 2, 201253Dec 19, 201224Jan 25, 201377
-6.40%Mar 6, 20128Mar 16, 201238May 10, 201246
-6.34%Jan 31, 200157Apr 24, 200114May 14, 200171