Performance analysis of NMT (Nuveen Massachusetts Quality Municipal Income Fund)
Annual Return
Over the past 3 years, NMT has had an average annual return of +14.28%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, NMT has had an average annual return of +2.17%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, NMT has had an average annual return of +2.93%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, NMT has had an average annual return of +4.61%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.53% | +5.76% | +16.29% | +2.58% | -30.44% | +12.40% | +6.48% | +25.65% | -14.04% | +13.79% | +0.34% | +9.32% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +14.97% | -14.04% | +6.40% | +15.86% | +4.22% | +47.61% | -19.79% | -6.82% | -3.73% | +4.94% | +7.88% | +4.34% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +7.11% | +13.92% | +10.28% | -6.15% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.57% | +2.01% | +4.53% | +3.29% | +1.37% | +0.78% | +16.53% | ||||||
| 2025 | +1.67% | +2.94% | +0.18% | +0.62% | +2.72% | -2.14% | -3.07% | +0.63% | +3.39% | +0.12% | -0.14% | -1.11% | +5.76% |
| 2024 | +1.72% | -0.32% | +3.47% | -3.93% | +1.64% | +5.69% | +1.08% | +2.52% | +3.36% | +1.17% | +1.17% | -2.03% | +16.29% |
| 2023 | +4.98% | -2.93% | -0.50% | -0.80% | -2.03% | +1.71% | +0.63% | -3.19% | -6.08% | -2.37% | +11.40% | +2.84% | +2.58% |
| 2022 | -8.16% | -8.00% | -3.89% | -7.85% | +4.83% | -2.83% | +3.22% | -4.88% | -7.41% | -5.15% | +7.61% | -1.64% | -30.44% |
| 2021 | +2.72% | -4.13% | +0.53% | +3.40% | +1.54% | +1.85% | +0.90% | +0.37% | +1.15% | -0.24% | +0.54% | +3.35% | +12.40% |
| 2020 | +1.62% | -3.96% | -1.86% | -1.55% | -0.41% | +4.84% | +2.58% | +4.80% | -4.19% | +2.61% | +3.47% | -1.10% | +6.48% |
| 2019 | +6.86% | +0.81% | +0.24% | +0.97% | +1.91% | +1.33% | +7.28% | +3.47% | -0.19% | -0.76% | -0.07% | +1.58% | +25.65% |
| 2018 | -2.47% | -5.63% | +0.08% | -1.32% | -0.71% | -1.23% | -0.77% | +0.36% | -2.52% | -1.24% | +3.67% | -3.00% | -14.04% |
| 2017 | +4.55% | +2.38% | -1.33% | +2% | +0.18% | -0.68% | +6.09% | +0.25% | -0.45% | +0.93% | +0.93% | -1.58% | +13.79% |
Drawdown analysis of NMT (Nuveen Massachusetts Quality Municipal Income Fund)
The maximum drawdown for the NMT was -40.09%, occurring on Oct 10, 2008. Recovery took 237 trading sessions.
The current NMT drawdown is -3.19%.
Since Nov 1, 1999 NMT 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 |
|---|---|---|---|---|---|---|
| -40.09% | Mar 2, 2006 | 658 | Oct 10, 2008 | 237 | Sep 21, 2009 | 895 |
| -38.87% | Nov 22, 2021 | 483 | Oct 25, 2023 | 630 | May 1, 2026 | 1113 |
| -21.47% | Jan 24, 2013 | 226 | Dec 16, 2013 | 495 | Dec 3, 2015 | 721 |
| -20.50% | Jul 25, 2016 | 558 | Oct 10, 2018 | 202 | Aug 1, 2019 | 760 |
| -18.20% | Oct 21, 2010 | 61 | Jan 19, 2011 | 243 | Jan 5, 2012 | 304 |
| -17.05% | Jan 24, 2020 | 40 | Mar 23, 2020 | 76 | Jul 10, 2020 | 116 |
| -16.42% | Jun 4, 2003 | 41 | Aug 1, 2003 | 167 | Mar 31, 2004 | 208 |
| -15.35% | Feb 15, 2005 | 26 | Mar 24, 2005 | 115 | Sep 7, 2005 | 141 |
| -13.69% | Mar 31, 2004 | 61 | Jun 29, 2004 | 84 | Oct 27, 2004 | 145 |
| -9.72% | Nov 3, 1999 | 98 | Mar 24, 2000 | 86 | Jul 27, 2000 | 184 |
| -8.85% | Oct 7, 2009 | 29 | Nov 17, 2009 | 72 | Mar 4, 2010 | 101 |
| -8.71% | Feb 13, 2012 | 23 | Mar 16, 2012 | 32 | May 2, 2012 | 55 |
| -8.29% | Oct 8, 2002 | 12 | Oct 24, 2002 | 93 | Mar 11, 2003 | 105 |
| -7.58% | Oct 15, 2012 | 43 | Dec 18, 2012 | 20 | Jan 17, 2013 | 63 |
| -7.50% | Sep 7, 2005 | 28 | Oct 17, 2005 | 91 | Feb 28, 2006 | 119 |
| -6.38% | Mar 1, 2002 | 19 | Mar 28, 2002 | 33 | May 15, 2002 | 52 |
| -6.29% | Aug 17, 2020 | 27 | Sep 24, 2020 | 36 | Nov 13, 2020 | 63 |
| -6.26% | Feb 11, 2021 | 13 | Mar 3, 2021 | 47 | May 10, 2021 | 60 |
| -6.17% | Sep 4, 2019 | 10 | Sep 18, 2019 | 41 | Nov 14, 2019 | 51 |
| -5.83% | May 14, 2026 | 3 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -5.57% | Nov 24, 2004 | 17 | Dec 20, 2004 | 20 | Jan 19, 2005 | 37 |
| -5.37% | Aug 17, 2000 | 43 | Oct 18, 2000 | 51 | Jan 2, 2001 | 94 |
| -5.26% | Apr 21, 2010 | 11 | May 6, 2010 | 11 | May 21, 2010 | 22 |
| -5.08% | Nov 4, 2004 | 3 | Nov 9, 2004 | 8 | Nov 19, 2004 | 11 |
| -5.04% | Jan 26, 2005 | 8 | Feb 7, 2005 | 5 | Feb 14, 2005 | 13 |