The total return over the past 12 months is -4.72% vs. +15.54% for the S&P 500. So far it's up -8.14% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (11.47%) | +2.09% | (8.06%) | (4.59%) | (1.82%) | (2.19%) |
| Total Return CAGR | (4.72%) | +9.47% | (2.38%) | +0.66% | +3.84% | +3.62% |
| Revenue CAGR | (4.94%) | +113.43% | (3.62%) | (0.77%) | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | (40.82%) | (28.23%) | (4.81%) | N/A | N/A |
| Operating Cash Flow CAGR | N/A | (40.82%) | (28.23%) | (4.81%) | N/A | N/A |
| Dividends CAGR | +17.85% | +13.14% | +6.88% | +0.80% | 0.00% | (0.64%) |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Nuveen California Quality Municipal Income Fund (NAC)
| Year | Start price | End price | NAC Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $11.81 | $10.27 | (8.14%) | +12.91% | (21.05%) |
| 2025 | $11.29 | $11.81 | +13.06% | +17.72% | (4.66%) |
| 2024 | $11.09 | $11.29 | +8.68% | +24.89% | (16.21%) |
| 2023 | $11.07 | $11.09 | +4.45% | +26.19% | (21.74%) |
| 2022 | $15.64 | $11.07 | (25.62%) | (18.17%) | (7.45%) |
| 2021 | $15.16 | $15.64 | +7.61% | +28.74% | (21.13%) |
| 2020 | $14.89 | $15.16 | +6.34% | +18.37% | (12.03%) |
| 2019 | $12.75 | $14.89 | +22.27% | +31.22% | (8.95%) |
| 2018 | $14.31 | $12.75 | (6.23%) | (4.56%) | (1.67%) |
| 2017 | $14.14 | $14.31 | +6.79% | +21.70% | (14.91%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
