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Nuveen Oregon Intermediate Municipal Bond Fund (FOTAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.72-0.01 (-0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.45%
5-year average return0.72%
Number of years up20
Number of years down4
Best 1-yr total return (19 May 2024)10.17%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return10.17%
Worst 3-yr total return-0.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFOTAXCategory
YTD-0.89%0.46%
1-month-0.83%0.14%
3-month-0.79%1.06%
1-year1.81%2.50%
3-year-1.14%3.78%
5-year0.81%2.16%
10-year1.63%3.15%
Last bull market6.99%4.22%
Last bear market-2.70%4.64%

Annual total return (%) history

Year
FOTAXCategory
2024
N/AN/A
2023
4.55%N/A
2022
-7.34%N/A
2021
0.27%N/A
2020
4.59%3.92%
2019
6.08%5.69%
2018
0.68%0.66%
2017
3.98%3.59%
2016
-0.57%-0.28%
2015
2.51%2.36%
2014
6.35%6.85%
2013
-2.18%-2.82%
2012
4.24%4.75%
2011
9.04%8.90%
2010
2.09%1.65%
2009
10.17%11.29%
2008
-0.18%-2.81%
2007
2.83%2.05%
2006
3.30%3.77%
2005
1.54%2.08%
2004
2.75%2.88%
2003
4.25%4.03%
2002
8.56%8.12%
2001
4.25%4.37%
2000
8.76%9.62%
1999
N/A-2.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.06%N/AN/AN/A
20232.01%-0.53%-2.80%6.02%
2022-5.55%-2.70%-2.61%3.53%
2021-0.98%1.15%-0.37%0.48%
2020-0.27%2.72%0.77%1.31%
20192.41%1.78%1.46%0.31%
2018-1.20%0.64%-0.37%1.63%
20171.16%1.85%0.55%0.36%
20161.52%2.24%-0.67%-3.55%
20150.77%-0.88%1.55%1.06%
20142.11%1.88%1.28%0.93%
20130.42%-2.83%0.12%0.12%
20120.91%1.58%1.63%0.07%
20110.79%3.43%2.57%1.97%
20100.66%1.82%2.92%-3.22%
20093.84%1.58%5.20%-0.72%
20080.46%0.04%-1.81%1.16%
20070.60%-0.64%1.74%1.12%
2006-0.24%-0.04%2.97%0.60%
2005-0.96%2.59%-0.51%0.45%
20041.18%-1.90%2.92%0.58%
20030.93%2.27%-0.02%1.02%
20020.74%3.41%4.10%0.11%
20012.19%0.46%2.68%-1.11%
20001.76%1.33%1.94%3.48%
1999-1.64%0.18%-0.31%N/A

Rank in category (by total return)

YTD13
1-month20
3-month17
1-year26
3-year26
5-year33

Load adjusted returns

1-year-1.25%
3-year-2.14%
5-year0.20%
10-year1.32%