ARSTX vs. NHMRX
Compare and contrast key facts about Nuveen Small Cap Select Fund (ARSTX) and Nuveen High Yield Municipal Bond Fund (NHMRX).
ARSTX is managed by Nuveen. It was launched on May 6, 1992. NHMRX is managed by Nuveen. It was launched on Jun 6, 1999.
Performance
ARSTX vs. NHMRX - Performance Comparison
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ARSTX vs. NHMRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARSTX Nuveen Small Cap Select Fund | -3.98% | 7.78% | 16.94% | 17.69% | -19.84% | 35.98% | 18.68% | 29.05% | -11.48% | 10.13% |
NHMRX Nuveen High Yield Municipal Bond Fund | 0.08% | 3.24% | 5.62% | 7.31% | -14.96% | 10.37% | 3.25% | 12.59% | 2.06% | 12.10% |
Returns By Period
In the year-to-date period, ARSTX achieves a -3.98% return, which is significantly lower than NHMRX's 0.08% return. Over the past 10 years, ARSTX has outperformed NHMRX with an annualized return of 11.12%, while NHMRX has yielded a comparatively lower 3.73% annualized return.
ARSTX
- 1D
- -1.15%
- 1M
- -7.77%
- YTD
- -3.98%
- 6M
- -1.47%
- 1Y
- 15.17%
- 3Y*
- 11.19%
- 5Y*
- 6.29%
- 10Y*
- 11.12%
NHMRX
- 1D
- 0.84%
- 1M
- -2.02%
- YTD
- 0.08%
- 6M
- 1.84%
- 1Y
- 2.82%
- 3Y*
- 4.31%
- 5Y*
- 1.37%
- 10Y*
- 3.73%
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ARSTX vs. NHMRX - Expense Ratio Comparison
ARSTX has a 0.99% expense ratio, which is higher than NHMRX's 0.52% expense ratio.
Return for Risk
ARSTX vs. NHMRX — Risk / Return Rank
ARSTX
NHMRX
ARSTX vs. NHMRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Select Fund (ARSTX) and Nuveen High Yield Municipal Bond Fund (NHMRX). 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.
| ARSTX | NHMRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.43 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.05 | 0.61 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.12 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 0.60 | +0.15 |
Martin ratioReturn relative to average drawdown | 3.03 | 1.44 | +1.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARSTX | NHMRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.43 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.20 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.56 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.88 | -0.42 |
Correlation
The correlation between ARSTX and NHMRX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
ARSTX vs. NHMRX - Dividend Comparison
ARSTX's dividend yield for the trailing twelve months is around 2.64%, less than NHMRX's 6.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSTX Nuveen Small Cap Select Fund | 2.64% | 2.53% | 2.42% | 0.00% | 0.40% | 21.05% | 1.25% | 0.37% | 21.67% | 10.31% | 8.92% | 20.02% |
NHMRX Nuveen High Yield Municipal Bond Fund | 6.20% | 6.54% | 5.79% | 7.34% | 5.64% | 5.09% | 5.03% | 5.39% | 5.47% | 5.38% | 5.88% | 5.60% |
Drawdowns
ARSTX vs. NHMRX - Drawdown Comparison
The maximum ARSTX drawdown since its inception was -56.51%, which is greater than NHMRX's maximum drawdown of -45.45%. Use the drawdown chart below to compare losses from any high point for ARSTX and NHMRX.
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Drawdown Indicators
| ARSTX | NHMRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.51% | -45.45% | -11.06% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -7.92% | -7.13% |
Max Drawdown (5Y)Largest decline over 5 years | -27.97% | -21.52% | -6.45% |
Max Drawdown (10Y)Largest decline over 10 years | -43.11% | -22.22% | -20.89% |
Current DrawdownCurrent decline from peak | -10.39% | -2.42% | -7.97% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -5.35% | -3.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 3.28% | +0.54% |
Volatility
ARSTX vs. NHMRX - Volatility Comparison
Nuveen Small Cap Select Fund (ARSTX) has a higher volatility of 6.02% compared to Nuveen High Yield Municipal Bond Fund (NHMRX) at 1.87%. This indicates that ARSTX's price experiences larger fluctuations and is considered to be riskier than NHMRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARSTX | NHMRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 1.87% | +4.15% |
Volatility (6M)Calculated over the trailing 6-month period | 12.96% | 2.75% | +10.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.65% | 8.04% | +14.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.56% | 6.81% | +15.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.18% | 6.71% | +16.47% |