The total return over the past 12 months is -11.17% vs. +15.54% for the S&P 500. So far it's up -10.36% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (17.30%) | +1.00% | (8.40%) | (4.42%) | (1.55%) | (1.57%) |
| Total Return CAGR | (11.17%) | +7.98% | (2.89%) | +0.72% | +3.97% | +4.04% |
| Revenue CAGR | N/A | N/A | N/A | N/A | 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 | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | +17.54% | +12.94% | +7.34% | +0.49% | +0.89% | +0.64% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Nuveen California AMT-Free Quality Municipal Income Fund (NKX)
| Year | Start price | End price | NKX Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $12.44 | $10.57 | (10.36%) | +12.91% | (23.27%) |
| 2025 | $12.64 | $12.44 | +5.97% | +17.72% | (11.75%) |
| 2024 | $11.54 | $12.64 | +16.47% | +24.89% | (8.42%) |
| 2023 | $12.30 | $11.54 | (1.93%) | +26.19% | (28.12%) |
| 2022 | $15.83 | $12.30 | (18.45%) | (18.17%) | (0.28%) |
| 2021 | $15.76 | $15.83 | +4.69% | +28.74% | (24.05%) |
| 2020 | $15.21 | $15.76 | +8.11% | +18.37% | (10.26%) |
| 2019 | $12.68 | $15.21 | +25.20% | +31.22% | (6.02%) |
| 2018 | $15.37 | $12.68 | (13.34%) | (4.56%) | (8.78%) |
| 2017 | $14.31 | $15.37 | +13.02% | +21.70% | (8.68%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
