Basis: Latest reported fiscal year. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of -7.34% is 198% below its 5-year average of -2.46%, around the middle of its 5-year range (-15.84%–6.00%).
As of the fiscal period ended Sunday, August 31, 2025. 449.81% below its 12-month average of -1.33%.
Annual fiscal-year return on equity; no daily interpolation. Historical series through 2025-08-31.
RETURN ON EQUITY (ROE)
-7.34%
RETURN ON EQUITY (ROE) AVG TTM
-1.33%
RETURN ON EQUITY (ROE) AVG 3Y
-3.13%
RETURN ON EQUITY (ROE) AVG 5Y
-2.46%
RETURN ON EQUITY (ROE) AVG 10Y
1.16%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-449.81%
CURRENT VS 3Y AVG
-134.69%
CURRENT VS 5Y AVG
-198.17%
CURRENT VS 10Y AVG
-730.29%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
12.98%
median of 111 covered companies
CURRENT VS SECTOR MEDIAN
-156.55%
vs the sector median at left
Nuveen California Quality Municipal Income Fund
Market Cap
$1.60B
Return on Equity (ROE)
-7.34%
TTM Avg
-1.33%
3Y Avg
-3.13%
5Y Avg
-2.46%
Market Cap
$884.89M
Return on Equity (ROE)
-2.75%
TTM Avg
-2.55%
3Y Avg
2.58%
5Y Avg
8.19%
Market Cap
$2.40B
Return on Equity (ROE)
2.29%
TTM Avg
8.94%
3Y Avg
-2.67%
5Y Avg
-0.24%
Market Cap
$2.42B
Return on Equity (ROE)
14.32%
TTM Avg
11.55%
3Y Avg
6.75%
5Y Avg
4.13%
Market Cap
$732.31M
Return on Equity (ROE)
10.01%
TTM Avg
2.00%
3Y Avg
7.50%
5Y Avg
9.45%
Market Cap
$717.86M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$645.66M
Return on Equity (ROE)
6.96%
TTM Avg
7.56%
3Y Avg
6.50%
5Y Avg
3.41%
Market Cap
$630.67M
Return on Equity (ROE)
7.58%
TTM Avg
5.21%
3Y Avg
5.83%
5Y Avg
7.95%
Market Cap
$561.19M
Return on Equity (ROE)
N/A
TTM Avg
-0.98%
3Y Avg
-2.82%
5Y Avg
-2.22%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Nuveen California Quality Municipal Income Fund (NAC) | $1.60B | -7.34% | -1.33% | -3.13% | -2.46% |
| Lufax Holding Ltd (LU)vs › | $884.89M | -2.75% | -2.55% | 2.58% | 8.19% |
| Nuveen Quality Municipal Income Fund (NAD)vs › | $2.40B | 2.29% | 8.94% | -2.67% | -0.24% |
| Inter & Co, Inc. (INTR)vs › | $2.42B | 14.32% | 11.55% | 6.75% | 4.13% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $732.31M | 10.01% | 2.00% | 7.50% | 9.45% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $717.86M | N/A | N/A | N/A | N/A |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $645.66M | 6.96% | 7.56% | 6.50% | 3.41% |
| Hypoport SE (HYPOF)vs › | $630.67M | 7.58% | 5.21% | 5.83% | 7.95% |
| Nuveen California AMT-Free Quality Municipal Income Fund (NKX)vs › | $561.19M | N/A | -0.98% | -2.82% | -2.22% |
| PIMCO California Municipal Income Fund (PCQ)vs › | $434.47M | 5.88% | 3.35% | -0.88% | 0.64% |
ROE
-7.3%
ROA
-4.2%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2025-08-31 | -7.34% |
| 2024-08-31 | 4.67% |
| 2024-02-29 | 6.00% |
| 2023-02-28 | -15.84% |
| 2022-02-28 | -1.24% |
| 2021-02-28 | -1.02% |
| 2020-02-29 | 14.41% |
| 2019-02-28 | 2.95% |
| 2018-02-28 | 4.20% |
| 2017-02-28 | -0.41% |
| 2016-02-29 | 6.43% |
| 2015-02-28 | 9.66% |
| 2014-02-28 | -2.27% |
| 2013-02-28 | 12.24% |
