Performance analysis of NXN (Nuveen New York Select Tax-Free Income Portfolio)
Annual Return
Over the past 3 years, NXN has had an average annual return of +4.40%, underperforming the benchmark SPY, which returned +22.20% annual.
Over the past 5 years, NXN has had an average annual return of +0.65%, underperforming the benchmark SPY, which returned +13.03% annual.
Over the past 10 years, NXN has had an average annual return of +2.05%, underperforming the benchmark SPY, which returned +15.10% annual.
Since Nov 1, 1999, NXN has had an average annual return of +4.11%, underperforming the benchmark SPY, which returned +8.34% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.58% | +11% | +0.75% | +5.61% | -11.90% | -1.10% | +3.86% | +14.05% | -1.95% | +7.19% | +0.42% | +4.56% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +6.78% | -8.39% | +12.23% | +13.85% | +1.32% | +13.09% | +0.63% | -0.64% | +9.94% | +4.34% | -3.60% | +8.96% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +6.40% | +14.04% | +5.65% | -3.85% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.58% | +0.58% | |||||||||||
| 2025 | +2.39% | +2.70% | +0.10% | -1.92% | +0.18% | +1.24% | -0.93% | +2.81% | +2.56% | +0.52% | +1.22% | -0.27% | +11% |
| 2024 | +1.89% | -1.42% | -0.33% | -0.03% | +0.30% | +1.30% | +0.35% | +1.89% | +2.80% | -1.63% | -0.15% | -4.04% | +0.75% |
| 2023 | +5.60% | -0.09% | -0.51% | -0.41% | +0.68% | -0.66% | +3.79% | -4.23% | -1.28% | -3.64% | +2.99% | +3.70% | +5.61% |
| 2022 | -2.62% | -2.01% | -3.92% | -2.89% | +0.11% | -2.40% | +3.29% | -1.23% | -5.91% | +1.41% | +2.81% | +1.19% | -11.90% |
| 2021 | -3.41% | +2.91% | +3.69% | -2.04% | -0.17% | +0.81% | +0.86% | +0.83% | -3.18% | -0.83% | +0.17% | -0.47% | -1.10% |
| 2020 | +1.27% | -3.22% | -7.98% | -0.88% | +4.89% | -1.54% | +5.15% | +0.59% | -2.76% | +0.69% | +0.83% | +7.74% | +3.86% |
| 2019 | +2.81% | +3.44% | -0.15% | +1.11% | +1.91% | -2.39% | +2.82% | +2.53% | -2.06% | +3.69% | -4.21% | +4.12% | +14.05% |
| 2018 | -3.23% | -2.12% | +1.50% | -1.15% | +2.69% | -0.13% | -0.52% | -0.68% | +0.17% | -0.45% | +2.08% | +0.02% | -1.95% |
| 2017 | +1.55% | +1.09% | +1.83% | +2.35% | -0.78% | +2% | +1.54% | -1.16% | +0.40% | -2.61% | +1.15% | -0.28% | +7.19% |
Drawdown analysis of NXN (Nuveen New York Select Tax-Free Income Portfolio)
The maximum drawdown for the NXN was -21.98%, occurring on Oct 21, 2022. Recovery took 769 trading sessions.
The current NXN drawdown is -0.39%.
Since Nov 1, 1999 NXN has experienced the following drawdowns:
- 20% or more: 3 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.98% | Jul 28, 2021 | 312 | Oct 21, 2022 | 769 | Nov 14, 2025 | 1081 |
| -21.00% | Jan 9, 2020 | 48 | Mar 19, 2020 | 194 | Dec 23, 2020 | 242 |
| -20.86% | Jul 16, 2008 | 107 | Dec 16, 2008 | 97 | May 7, 2009 | 204 |
| -19.57% | Dec 5, 2012 | 174 | Aug 15, 2013 | 620 | Feb 2, 2016 | 794 |
| -13.83% | Jul 12, 2005 | 88 | Nov 14, 2005 | 242 | Oct 31, 2006 | 330 |
| -13.49% | Apr 1, 2004 | 49 | Jun 14, 2004 | 220 | Apr 27, 2005 | 269 |
| -10.95% | Jul 21, 2016 | 105 | Dec 19, 2016 | 174 | Aug 29, 2017 | 279 |
| -10.75% | Sep 21, 2010 | 80 | Jan 13, 2011 | 208 | Nov 9, 2011 | 288 |
| -10.41% | Oct 12, 2017 | 278 | Nov 19, 2018 | 66 | Feb 27, 2019 | 344 |
| -9.19% | Jun 13, 2003 | 44 | Aug 15, 2003 | 90 | Dec 23, 2003 | 134 |
| -9.08% | Aug 30, 2001 | 10 | Sep 20, 2001 | 99 | Feb 12, 2002 | 109 |
| -7.96% | Nov 5, 1999 | 17 | Dec 1, 1999 | 47 | Feb 8, 2000 | 64 |
| -7.93% | Jul 11, 2002 | 80 | Nov 1, 2002 | 40 | Dec 31, 2002 | 120 |
| -7.42% | Mar 8, 2007 | 201 | Dec 21, 2007 | 19 | Jan 22, 2008 | 220 |
| -7.37% | Feb 9, 2000 | 35 | Mar 30, 2000 | 184 | Dec 20, 2000 | 219 |
| -6.83% | Oct 22, 2009 | 47 | Dec 30, 2009 | 75 | Apr 20, 2010 | 122 |
| -6.69% | Oct 1, 2009 | 9 | Oct 14, 2009 | 6 | Oct 22, 2009 | 15 |
| -6.51% | Feb 1, 2012 | 33 | Mar 20, 2012 | 12 | Apr 5, 2012 | 45 |
| -5.47% | Dec 31, 2002 | 24 | Feb 5, 2003 | 65 | May 9, 2003 | 89 |
| -5.38% | Feb 19, 2002 | 30 | Apr 3, 2002 | 66 | Jul 8, 2002 | 96 |
| -5.25% | May 18, 2009 | 24 | Jun 22, 2009 | 33 | Aug 7, 2009 | 57 |
| -4.94% | Jan 30, 2008 | 32 | Mar 17, 2008 | 42 | May 15, 2008 | 74 |
| -4.68% | Oct 25, 2019 | 21 | Nov 25, 2019 | 30 | Jan 9, 2020 | 51 |
| -4.52% | May 15, 2008 | 26 | Jun 23, 2008 | 16 | Jul 16, 2008 | 42 |
| -4.33% | Jan 26, 2021 | 17 | Feb 19, 2021 | 4 | Feb 25, 2021 | 21 |