Basis: Latest reported fiscal quarter. Source: stored company filings and market data; unavailable inputs remain N/A.
The return on equity (ROE) is N/A as of the fiscal period ended Friday, February 28, 2025.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q4 FY2024 (2025-02-28): 2.68%.
RETURN ON EQUITY (ROE)
N/A
RETURN ON EQUITY (ROE) AVG TTM
1.03%
RETURN ON EQUITY (ROE) AVG 3Y
3.80%
RETURN ON EQUITY (ROE) AVG 5Y
7.41%
RETURN ON EQUITY (ROE) AVG 10Y
4.33%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
N/A
CURRENT VS 3Y AVG
N/A
CURRENT VS 5Y AVG
N/A
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
Nuveen California AMT-Free Quality Municipal Income Fund
Market Cap
$561.19M
Return on Equity (ROE)
N/A
TTM Avg
1.03%
3Y Avg
3.80%
5Y Avg
7.41%
Market Cap
$630.67M
Return on Equity (ROE)
7.58%
TTM Avg
5.21%
3Y Avg
5.83%
5Y Avg
7.95%
Market Cap
$645.66M
Return on Equity (ROE)
6.96%
TTM Avg
7.56%
3Y Avg
6.50%
5Y Avg
3.41%
Market Cap
$434.47M
Return on Equity (ROE)
5.88%
TTM Avg
3.35%
3Y Avg
-0.88%
5Y Avg
0.64%
Market Cap
$432.09M
Return on Equity (ROE)
2.42%
TTM Avg
2.87%
3Y Avg
-0.04%
5Y Avg
0.08%
Market Cap
$717.86M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$732.31M
Return on Equity (ROE)
10.01%
TTM Avg
2.00%
3Y Avg
7.50%
5Y Avg
9.45%
Market Cap
$311.82M
Return on Equity (ROE)
N/A
TTM Avg
6.65%
3Y Avg
6.19%
5Y Avg
5.29%
Market Cap
$277.61M
Return on Equity (ROE)
8.03%
TTM Avg
7.39%
3Y Avg
8.93%
5Y Avg
8.32%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Nuveen California AMT-Free Quality Municipal Income Fund (NKX) | $561.19M | N/A | 1.03% | 3.80% | 7.41% |
| Hypoport SE (HYPOF)vs › | $630.67M | 7.58% | 5.21% | 5.83% | 7.95% |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $645.66M | 6.96% | 7.56% | 6.50% | 3.41% |
| PIMCO California Municipal Income Fund (PCQ)vs › | $434.47M | 5.88% | 3.35% | -0.88% | 0.64% |
| Invesco California Value Municipal Income Trust (VCV)vs › | $432.09M | 2.42% | 2.87% | -0.04% | 0.08% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $717.86M | N/A | N/A | N/A | N/A |
| Washington Trust Bancorp, Inc. (WASH)vs › | $732.31M | 10.01% | 2.00% | 7.50% | 9.45% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $311.82M | N/A | 6.65% | 6.19% | 5.29% |
| Isabella Bank Corporation (ISBA)vs › | $277.61M | 8.03% | 7.39% | 8.93% | 8.32% |
| Thunder Bridge Capital Partners V L (TBCVU)vs › | $266.59M | N/A | N/A | N/A | N/A |
ROE
N/A
ROA
N/A
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) |
|---|---|
| 2025-02-28 | 2.68% |
| 2024-11-30 | 4.68% |
| 2024-08-31 | -4.30% |
| 2024-05-31 | 0.97% |
| 2024-02-29 | 1.14% |
| 2023-11-30 | -2.37% |
| 2023-08-31 | 5.40% |
| 2023-05-31 | 5.40% |
| 2023-02-28 | -1.44% |
| 2022-11-30 | 7.54% |
| 2022-08-31 | 8.43% |
| 2022-05-31 | 8.43% |
| 2022-02-28 | 12.79% |
| 2021-11-30 | 12.79% |
| 2021-08-31 | 11.86% |
| 2021-05-31 | 11.86% |
| 2021-02-28 | 12.13% |
| 2020-11-30 | 12.13% |
| 2020-08-31 | 12.01% |
| 2020-05-31 | 17.08% |
| 2020-02-29 | 16.48% |
| 2019-11-30 | 10.69% |
| 2019-08-31 | 11.05% |
| 2019-05-31 | 0.01% |
| 2019-02-28 | 0.00% |
| 2018-11-30 | 0.00% |
| 2018-08-31 | 0.00% |
| 2018-05-31 | 0.00% |
| 2018-02-28 | 0.00% |
| 2017-11-30 | 0.00% |
| 2017-08-31 | 0.00% |
| 2017-05-31 | 0.00% |
| 2017-02-28 | 0.00% |
| 2016-11-30 | 0.01% |
| 2016-08-31 | 0.01% |
| 2016-05-31 | 0.01% |
| 2016-02-29 | 0.01% |
| 2015-11-30 | 0.01% |
| 2015-08-31 | 0.01% |
| 2015-05-31 | 0.01% |
| 2015-02-28 | 0.01% |
| 2014-11-30 | 0.02% |
| 2014-08-31 | 0.02% |
| 2014-05-31 | 0.01% |
| 2014-02-28 | 0.00% |
| 2013-11-30 | 2.41% |
| 2013-08-31 | 5.28% |
| 2013-05-31 | 7.68% |
| 2013-02-28 | 6.53% |
| 2012-11-30 | 4.28% |
