Performance analysis of NMZ (Nuveen Municipal High Income Opportunity Fund)
Annual Return
Over the past 3 years, NMZ has had an average annual return of +6.10%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, NMZ has had an average annual return of -1.58%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, NMZ has had an average annual return of +2.69%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 20, 2003, NMZ has had an average annual return of +4.94%, underperforming the benchmark SPY, which returned +11.26% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.70% | +1.53% | +16.53% | +0.66% | -27.33% | +10.40% | +7.39% | +28.37% | -9.48% | +12.85% | -1.25% | +10.40% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +19.89% | -9.24% | +23.70% | +14.93% | -1.68% | +51.54% | -34.30% | -9.82% | +16.93% | +13.59% | +7.49% | -0% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.90% | +3.23% | -2.29% | -1.30% | +1.93% | -0.68% | +3.70% | ||||||
| 2025 | +4.41% | +0.95% | -2.53% | -2.86% | -0.62% | +0.35% | -3.63% | +2.68% | +5.19% | +1.19% | +0.61% | -3.72% | +1.53% |
| 2024 | +1.45% | +4.74% | +1.91% | -2.11% | +0.35% | +5.60% | -0.05% | +7.36% | +2.49% | -3.83% | +3.56% | -5.29% | +16.53% |
| 2023 | +6.93% | -6.69% | +6.04% | +0.41% | -2.64% | +1.39% | +0.52% | -4.31% | -7.52% | -9.38% | +15.81% | +2.82% | +0.66% |
| 2022 | -5.61% | -2.71% | -4.99% | -5.58% | +2.52% | -5.56% | +6.08% | -3.92% | -12.50% | -3.67% | +12.97% | -6.14% | -27.33% |
| 2021 | +0.43% | -1.32% | +2.28% | +3.30% | +1.79% | +2.77% | +0.48% | +0.09% | -3.43% | +0.10% | +1.32% | +2.33% | +10.40% |
| 2020 | +3.03% | -1.59% | -12.30% | -3.16% | +6.29% | +4.43% | +3.28% | -0.07% | +0.46% | -1.55% | +4.64% | +5.18% | +7.39% |
| 2019 | +7.02% | +5.47% | +4.47% | +0.95% | +2.65% | +0.79% | +1.50% | +2.62% | -0.55% | -0.00361% | +0.84% | -0.21% | +28.37% |
| 2018 | -3.06% | -0.42% | -3.46% | -0.24% | +2.59% | +0.48% | +2.29% | +2.09% | -3.85% | -5.85% | +0.13% | -0.21% | -9.48% |
| 2017 | +2.24% | +1.29% | +0.68% | +1.04% | +2.18% | +0.35% | +1.92% | +0.65% | +0.33% | -0.11% | +0.70% | +0.90% | +12.85% |
Drawdown analysis of NMZ (Nuveen Municipal High Income Opportunity Fund)
The maximum drawdown for the NMZ was -58.44%, occurring on Dec 16, 2008. Recovery took 775 trading sessions.
The current NMZ drawdown is -11.94%.
Since Nov 20, 2003 NMZ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.44% | May 11, 2007 | 404 | Dec 16, 2008 | 775 | Jan 13, 2012 | 1179 |
| -40.01% | Jul 13, 2021 | 578 | Oct 27, 2023 | Ongoing | Ongoing | Ongoing |
| -32.55% | Feb 20, 2020 | 19 | Mar 18, 2020 | 199 | Dec 30, 2020 | 218 |
| -22.40% | Jan 24, 2013 | 143 | Aug 19, 2013 | 184 | May 13, 2014 | 327 |
| -15.03% | Jul 8, 2016 | 102 | Dec 1, 2016 | 568 | Mar 8, 2019 | 670 |
| -12.79% | Mar 17, 2004 | 67 | Jun 23, 2004 | 79 | Oct 14, 2004 | 146 |
| -6.78% | Feb 2, 2015 | 88 | Jun 9, 2015 | 73 | Sep 22, 2015 | 161 |
| -5.68% | Feb 2, 2012 | 30 | Mar 16, 2012 | 8 | Mar 28, 2012 | 38 |
| -5.52% | Feb 11, 2021 | 7 | Feb 23, 2021 | 34 | Apr 13, 2021 | 41 |
| -5.15% | Jun 2, 2006 | 18 | Jun 28, 2006 | 28 | Aug 8, 2006 | 46 |
| -5.05% | Aug 12, 2019 | 24 | Sep 16, 2019 | 40 | Nov 11, 2019 | 64 |
| -4.75% | Nov 1, 2012 | 10 | Nov 15, 2012 | 13 | Dec 5, 2012 | 23 |
| -4.52% | May 28, 2014 | 48 | Aug 5, 2014 | 53 | Oct 20, 2014 | 101 |
| -4.47% | Dec 13, 2012 | 3 | Dec 18, 2012 | 11 | Jan 4, 2013 | 14 |
| -4.05% | Jul 31, 2012 | 17 | Aug 23, 2012 | 17 | Sep 18, 2012 | 34 |
| -3.73% | Feb 25, 2005 | 18 | Mar 23, 2005 | 25 | Apr 28, 2005 | 43 |
| -3.53% | Jun 5, 2012 | 8 | Jun 15, 2012 | 11 | Jul 2, 2012 | 19 |
| -3.45% | Jul 13, 2005 | 3 | Jul 18, 2005 | 32 | Aug 31, 2005 | 35 |
| -3.18% | Mar 22, 2006 | 21 | Apr 21, 2006 | 7 | May 2, 2006 | 28 |
| -3.13% | Sep 12, 2005 | 64 | Dec 12, 2005 | 10 | Dec 27, 2005 | 74 |
| -3.07% | May 11, 2021 | 6 | May 19, 2021 | 10 | Jun 3, 2021 | 16 |
| -2.96% | Aug 22, 2006 | 18 | Sep 18, 2006 | 15 | Oct 9, 2006 | 33 |
| -2.84% | Nov 2, 2004 | 5 | Nov 9, 2004 | 14 | Nov 30, 2004 | 19 |
| -2.71% | Nov 2, 2015 | 7 | Nov 11, 2015 | 18 | Dec 8, 2015 | 25 |
| -2.41% | Nov 11, 2014 | 8 | Nov 21, 2014 | 7 | Dec 3, 2014 | 15 |