Performance analysis of NRK (Nuveen New York AMT-Free Quality Municipal Income Fund)
Annual Return
Over the past 3 years, NRK has had an average annual return of +8.41%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, NRK has had an average annual return of +0.30%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, NRK has had an average annual return of +2.46%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 16, 2003, NRK has had an average annual return of +4.09%, underperforming the benchmark SPY, which returned +11.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.41% | +4.72% | +5.94% | +7.01% | -21.82% | +6.24% | +4.09% | +21.44% | -5.97% | +6.16% | +2.62% | +7.62% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11.85% | -14.04% | +11.71% | +12.84% | +2.26% | +38.12% | -19.26% | -0.88% | +12.71% | +7.63% | -6.54% | +10.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.47% | +3.94% | -2.11% | +4.22% | +1.14% | -0.37% | +8.41% | ||||||
| 2025 | +1.33% | +2.75% | -3.55% | -2.24% | -1.12% | +1.63% | -4.87% | +2.34% | +8% | +0.29% | +0.68% | -0% | +4.72% |
| 2024 | +2.01% | +1.60% | +0.80% | -1.69% | +1.28% | +4% | +0.17% | +1.08% | +1.61% | -2.34% | +2.58% | -4.99% | +5.94% |
| 2023 | +9.23% | -7.58% | +3.07% | -1.48% | -0.63% | +1.01% | +0.82% | -3.61% | -5.07% | -3.67% | +11.50% | +4.98% | +7.01% |
| 2022 | -5.25% | -2.16% | -3.95% | -8.35% | +5.60% | -4.73% | +5.33% | -5.04% | -10.00% | -2.24% | +11.45% | -2.92% | -21.82% |
| 2021 | +1.62% | -1.55% | +1.93% | +1.74% | +1.15% | +2.07% | +1.33% | -0.64% | -2.20% | -0.89% | +1.52% | +0.13% | +6.24% |
| 2020 | +2.62% | -0.83% | -8.57% | -4.06% | +7.43% | +1.08% | +3.25% | -0.78% | -1.47% | -0.10% | +3.51% | +2.87% | +4.09% |
| 2019 | +4.17% | +2.61% | +3.28% | +1.15% | +2.85% | -0.04% | +2.72% | +2.06% | -0.91% | -0.71% | +1.47% | +1.08% | +21.44% |
| 2018 | -4.35% | +0.06% | -0.85% | -0.45% | +1.12% | +1.04% | -0.45% | +0.45% | -1.61% | -2.73% | +1.69% | +0.12% | -5.97% |
| 2017 | +1.59% | +0.18% | +0.82% | +1.42% | +0.87% | -0.06% | +2.17% | +0.63% | -0.90% | -1.43% | +0.16% | +0.60% | +6.16% |
Drawdown analysis of NRK (Nuveen New York AMT-Free Quality Municipal Income Fund)
The maximum drawdown for the NRK was -40.13%, occurring on Oct 10, 2008. Recovery took 209 trading sessions.
The current NRK drawdown is -2.18%.
Since Jan 16, 2003 NRK has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.13% | Jan 14, 2008 | 188 | Oct 10, 2008 | 209 | Aug 11, 2009 | 397 |
| -31.05% | Aug 10, 2021 | 556 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -24.00% | Nov 23, 2012 | 200 | Sep 11, 2013 | 609 | Feb 11, 2016 | 809 |
| -23.08% | Feb 24, 2020 | 20 | Mar 23, 2020 | 196 | Dec 30, 2020 | 216 |
| -21.71% | Mar 10, 2004 | 45 | May 13, 2004 | 296 | Jul 18, 2005 | 341 |
| -15.65% | Sep 14, 2010 | 64 | Dec 14, 2010 | 275 | Jan 18, 2012 | 339 |
| -13.07% | Aug 12, 2016 | 65 | Nov 14, 2016 | 617 | May 1, 2019 | 682 |
| -12.55% | Jul 14, 2003 | 20 | Aug 11, 2003 | 99 | Dec 31, 2003 | 119 |
| -11.79% | Jul 25, 2005 | 82 | Nov 17, 2005 | 215 | Sep 27, 2006 | 297 |
| -11.55% | Mar 30, 2007 | 81 | Jul 26, 2007 | 118 | Jan 14, 2008 | 199 |
| -7.62% | Mar 13, 2012 | 3 | Mar 16, 2012 | 74 | Jul 2, 2012 | 77 |
| -7.51% | Oct 7, 2009 | 34 | Nov 24, 2009 | 66 | Mar 3, 2010 | 100 |
| -4.24% | Feb 4, 2003 | 11 | Feb 20, 2003 | 5 | Feb 27, 2003 | 16 |
| -4.21% | Sep 3, 2019 | 9 | Sep 16, 2019 | 69 | Dec 23, 2019 | 78 |
| -3.80% | Dec 12, 2006 | 24 | Jan 19, 2007 | 12 | Feb 6, 2007 | 36 |
| -3.75% | Jun 4, 2003 | 16 | Jun 26, 2003 | 11 | Jul 14, 2003 | 27 |
| -3.27% | Feb 9, 2021 | 11 | Feb 25, 2021 | 31 | Apr 12, 2021 | 42 |
| -3.01% | Mar 13, 2003 | 9 | Mar 26, 2003 | 11 | Apr 10, 2003 | 20 |
| -2.79% | May 17, 2016 | 3 | May 20, 2016 | 12 | Jun 8, 2016 | 15 |
| -2.76% | Aug 12, 2009 | 3 | Aug 17, 2009 | 4 | Aug 21, 2009 | 7 |
| -2.76% | Jan 17, 2003 | 5 | Jan 27, 2003 | 4 | Jan 31, 2003 | 9 |
| -2.68% | Mar 10, 2010 | 2 | Mar 12, 2010 | 32 | Apr 28, 2010 | 34 |
| -2.68% | May 1, 2003 | 4 | May 7, 2003 | 4 | May 13, 2003 | 8 |
| -2.67% | Jan 16, 2004 | 12 | Feb 4, 2004 | 5 | Feb 11, 2004 | 17 |
| -2.60% | Aug 8, 2012 | 13 | Aug 27, 2012 | 36 | Oct 17, 2012 | 49 |