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Performance analysis of Nuveen Multi-Asset Income Fund (NMAI)

Annual Return

Over the past 3 years, NMAI has had an average annual return of +18.17%, underperforming the benchmark SPY, which returned +19.31% annual.

Since Nov 22, 2021, NMAI has had an average annual return of +5.89%, underperforming the benchmark SPY, which returned +11.96% annual.

202620252024202320222021
+12.45%+19.97%+11.68%+19.48%-26.19%-1.72%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+4.75%+2.86%-9.39%+12.88%+3.14%+0.62%-1.67%+12.45%
2025+3.23%+1.13%-1.06%-0.67%+3.69%+3.06%+0.78%+1.39%+3.61%+3.07%+0.66%-0.39%+19.97%
2024-1.37%-0.34%+6.34%-5.30%+3.47%+4.86%+6.96%+2.04%+1.18%-4.84%+1.75%-2.74%+11.68%
2023+10.61%-4.32%-2.62%+2.17%-3.56%+5.23%+3.74%-2.28%-3.49%-3.60%+8.86%+8.90%+19.48%
2022-4.66%-7.99%+1.37%-10.68%+4.36%-10.25%+4.17%-1.25%-13.84%+6.22%+10.07%-4.25%-26.19%
2021-7.91%+6.72%-1.72%

Drawdown analysis of Nuveen Multi-Asset Income Fund (NMAI)

The maximum drawdown for the NMAI was -35.52%, occurring on Sep 30, 2022. Recovery took 477 trading sessions.

The current NMAI drawdown is -2.74%.

Since Nov 22, 2021 NMAI has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 3 times
DepthStartTo BottomBottomTo RecoverEndTotal
-35.52%Jan 18, 2022177Sep 30, 2022477Aug 26, 2024654
-13.08%Sep 23, 2024134Apr 7, 202528May 16, 2025162
-11.88%Feb 27, 202621Mar 30, 202610Apr 14, 202631
-8.10%Nov 22, 202119Dec 20, 202118Jan 14, 202237
-4.99%May 15, 202617Jun 10, 202613Jun 30, 202630
-4.01%Nov 12, 20256Nov 20, 20256Dec 1, 202512
-3.49%Dec 5, 20258Dec 17, 202515Jan 9, 202623
-2.74%Jul 15, 20263Jul 20, 2026OngoingOngoingOngoing
-2.52%Jul 25, 20255Aug 1, 20257Aug 12, 202512
-2.26%Jun 30, 20265Jul 8, 20264Jul 14, 20269
-2.24%Oct 9, 20256Oct 17, 20256Oct 27, 202512
-1.94%Jun 10, 20257Jun 20, 20256Jun 30, 202513
-1.89%Apr 15, 20261Apr 16, 20269Apr 29, 202610
-1.63%Aug 30, 20246Sep 10, 20243Sep 13, 20249
-1.54%Feb 4, 20261Feb 5, 20262Feb 9, 20263
-1.54%Sep 18, 20255Sep 25, 20253Sep 30, 20258
-1.53%May 20, 20253May 23, 20255Jun 2, 20258
-1.50%Jan 16, 20261Jan 20, 20262Jan 22, 20263
-1.48%Feb 10, 20268Feb 23, 20262Feb 25, 202610
-1.44%Jul 3, 20257Jul 15, 20256Jul 23, 202513
-1.34%Aug 15, 20253Aug 20, 20252Aug 22, 20255
-1.20%Nov 3, 20251Nov 4, 20254Nov 10, 20255
-1.20%Aug 26, 20242Aug 28, 20242Aug 30, 20244
-1.10%Aug 28, 20252Sep 2, 20254Sep 8, 20256
-0.91%Sep 13, 20243Sep 18, 20241Sep 19, 20244