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ISIN
US6709721087
CUSIP
670972108
Issuer
Nuveen
Inception Date
Feb 21, 1991
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

NQP Performance Chart


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S&P 500 Index

Returns By Period


Nuveen Pennsylvania Quality Municipal Income

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NQP Monthly Returns History


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.33%1.16%-0.18%1.49%3.84%
20254.04%3.12%-4.50%1.43%-1.17%1.89%-2.61%1.74%10.24%1.23%1.98%-2.15%15.46%
20241.32%-0.66%2.38%-2.20%0.69%6.31%3.10%0.63%1.58%-4.71%1.17%-6.30%2.70%
20237.10%-5.65%2.41%-0.54%-2.13%1.80%0.79%-2.49%-7.21%-3.66%13.35%5.19%7.44%
2022-4.56%0.31%-4.30%-10.77%4.93%-2.39%3.24%-1.81%-10.26%-5.33%10.81%-2.31%-21.95%
2021-1.48%0.03%1.88%1.58%2.46%2.20%0.70%-0.03%-1.62%1.25%3.94%-3.20%7.75%

Benchmark Metrics

Nuveen Pennsylvania Quality Municipal Income has an annualized alpha of 14.89%, beta of 0.20, and R2 of 0.09 versus S&P 500 Index. Calculated based on daily prices since February 22, 1991.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (66.40%) than losses (21.53%) - typical of diversified or defensive assets.
  • Beta of 0.20 may look defensive, but with R2 of 0.09 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.09 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
14.89%
Beta
0.20
0.09
Upside Capture
66.40%
Downside Capture
21.53%

Expense Ratio

NQP has a high expense ratio of 1.27%, indicating above-average management fees.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Nuveen Pennsylvania Quality Municipal Income (NQP) and compare them to S&P 500 Index.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

Nuveen Pennsylvania Quality Municipal Income provided a 7.13% dividend yield over the last twelve months, with an annual payout of $0.86 per share. The fund has been increasing its distributions for 2 consecutive years.


3.00%4.00%5.00%6.00%7.00%8.00%$0.00$0.20$0.40$0.60$0.80$1.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.86$0.94$0.75$0.36$0.54$0.67$0.63$0.60$0.65$0.70$0.74$0.84

Dividend yield

7.13%7.87%6.69%3.07%4.89%4.51%4.38%4.23%5.34%5.34%5.67%6.10%

Monthly Dividends

The table displays the monthly dividend distributions for Nuveen Pennsylvania Quality Municipal Income. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.08$0.08$0.08$0.08$0.31
2025$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.94
2024$0.03$0.03$0.05$0.05$0.05$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.75
2023$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.36
2022$0.05$0.05$0.05$0.05$0.05$0.05$0.04$0.04$0.04$0.04$0.04$0.04$0.54
2021$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.67

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Nuveen Pennsylvania Quality Municipal Income. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Nuveen Pennsylvania Quality Municipal Income was 41.87%, occurring on Oct 10, 2008. Recovery took 203 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-41.87%Oct 2008
8mo 14d9mo 27d
1y 6moJan 2008 - Aug 2009
2023 bear market2023
-32.41%Oct 2023
1y 10mo2y 5mo
4y 4moDec 2021 - Apr 2026
1999 bear market1999
-25.04%Dec 1999
11mo 26d1y 7mo
2y 7moDec 1998 - Aug 2001
2013 bear market2013
-24.69%Aug 2013
8mo 16d1y 5mo
2y 1moDec 2012 - Feb 2015
COVID crash2020
-24.12%Mar 2020
18d9mo 12d
10moMar 2020 - Dec 2020

Drawdown Indicators


NQPBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-9.10%

Current Drawdown

Current decline from peak

-2.97%

Average Drawdown

Average peak-to-trough decline

-1.13%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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