AITFX vs. NVG

In the year-to-date period, AITFX achieves a 0.21% return, which is significantly lower than NVG's 0.43% return. Over the past 10 years, AITFX has underperformed NVG with an annualized return of 1.80%, while NVG has yielded a comparatively higher 4.24% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Invesco Limited Term Municipal Income Fund (AITFX) and Nuveen AMT-Free Municipal Credit Income Fund (NVG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current AITFX Sharpe Ratio is 1.25, which is higher than the NVG Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of AITFX and NVG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AITFX's dividend yield for the trailing twelve months is around 3.65%, less than NVG's 7.95% yield.

The maximum AITFX drawdown since its inception was -7.40%, smaller than the maximum NVG drawdown of -41.68%. Use the drawdown chart below to compare losses from any high point for AITFX and NVG.

The current volatility for Invesco Limited Term Municipal Income Fund (AITFX) is 0.38%, while Nuveen AMT-Free Municipal Credit Income Fund (NVG) has a volatility of 3.04%. This indicates that AITFX experiences smaller price fluctuations and is considered to be less risky than NVG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.