Basis: Trailing twelve months (TTM net income over the latest quarterly balance sheet). Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on assets (ROA) high or low?
The return on assets (ROA) of -4.16% is 190% below its 5-year average of -1.44%, around the middle of its 5-year range (-9.42%–3.60%).
As of the fiscal period ended Sunday, August 31, 2025. 507.30% below its 12-month average of -0.69%.
Reported quarterly return on assets; no daily interpolation. Q4 FY2023 (2024-02-29): 3.56%.
RETURN ON ASSETS (ROA)
-4.16%
RETURN ON ASSETS (ROA) AVG TTM
-0.69%
RETURN ON ASSETS (ROA) AVG 3Y
-1.80%
RETURN ON ASSETS (ROA) AVG 5Y
-1.44%
RETURN ON ASSETS (ROA) AVG 10Y
0.84%
RETURN ON ASSETS (ROA) AVG 15Y
N/A
RETURN ON ASSETS (ROA) AVG 20Y
N/A
CURRENT VS TTM AVG
-507.30%
CURRENT VS 3Y AVG
-131.43%
CURRENT VS 5Y AVG
-189.56%
CURRENT VS 10Y AVG
-594.70%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
2.20%
median of 112 covered companies
CURRENT VS SECTOR MEDIAN
-289.52%
vs the sector median at left
Nuveen California Quality Municipal Income Fund
Market Cap
$1.60B
Return on Assets (ROA)
-4.16%
TTM Avg
-0.69%
3Y Avg
-1.80%
5Y Avg
-1.44%
Market Cap
$884.89M
Return on Assets (ROA)
-1.07%
TTM Avg
-0.98%
3Y Avg
0.63%
5Y Avg
2.30%
Market Cap
$2.40B
Return on Assets (ROA)
1.33%
TTM Avg
5.24%
3Y Avg
-1.34%
5Y Avg
0.08%
Market Cap
$2.42B
Return on Assets (ROA)
1.46%
TTM Avg
1.26%
3Y Avg
0.75%
5Y Avg
0.48%
Market Cap
$732.31M
Return on Assets (ROA)
0.85%
TTM Avg
0.20%
3Y Avg
0.54%
5Y Avg
0.78%
Market Cap
$717.86M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$645.66M
Return on Assets (ROA)
4.83%
TTM Avg
4.90%
3Y Avg
4.13%
5Y Avg
2.17%
Market Cap
$630.67M
Return on Assets (ROA)
4.33%
TTM Avg
2.77%
3Y Avg
2.91%
5Y Avg
3.61%
Market Cap
$561.19M
Return on Assets (ROA)
N/A
TTM Avg
-0.49%
3Y Avg
-1.60%
5Y Avg
-1.28%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Nuveen California Quality Municipal Income Fund (NAC) | $1.60B | -4.16% | -0.69% | -1.80% | -1.44% |
| Lufax Holding Ltd (LU)vs › | $884.89M | -1.07% | -0.98% | 0.63% | 2.30% |
| Nuveen Quality Municipal Income Fund (NAD)vs › | $2.40B | 1.33% | 5.24% | -1.34% | 0.08% |
| Inter & Co, Inc. (INTR)vs › | $2.42B | 1.46% | 1.26% | 0.75% | 0.48% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $732.31M | 0.85% | 0.20% | 0.54% | 0.78% |
| 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 | 4.83% | 4.90% | 4.13% | 2.17% |
| Hypoport SE (HYPOF)vs › | $630.67M | 4.33% | 2.77% | 2.91% | 3.61% |
| Nuveen California AMT-Free Quality Municipal Income Fund (NKX)vs › | $561.19M | N/A | -0.49% | -1.60% | -1.28% |
| PIMCO California Municipal Income Fund (PCQ)vs › | $434.47M | 3.33% | 1.91% | -1.32% | 0.12% |
ROA
-4.2%
ROE
-7.3%
ROA = Net Income / Total Assets
Return on assets measures how efficiently a company generates profit from its total assets.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON ASSETS (ROA) |
|---|---|
| 2025-08-31 | -4.16% |
| 2024-08-31 | 2.79% |
| 2024-02-29 | 3.60% |
| 2023-02-28 | -9.42% |
| 2022-02-28 | -0.78% |
| 2021-02-28 | -0.65% |
| 2020-02-29 | 9.30% |
| 2019-02-28 | 1.83% |
| 2018-02-28 | 2.61% |
| 2017-02-28 | -0.27% |
| 2016-02-29 | 4.40% |
| 2015-02-28 | 6.58% |
| 2014-02-28 | -1.48% |
| 2013-02-28 | 8.46% |
