FKSTX vs. NSBRX
FKSTX (Nuveen Kansas Municipal Bond Fund) and NSBRX (Nuveen Dividend Growth Fund) are both mutual funds - FKSTX is a Municipal Bonds fund managed by Nuveen, while NSBRX is a Large Cap Blend Equities fund managed by Nuveen. Over the past 10 years, FKSTX returned 1.79%/yr vs 12.85%/yr for NSBRX. At a correlation of -0.08, they often move in opposite directions. FKSTX charges 0.78%/yr vs 0.67%/yr for NSBRX.
Performance
FKSTX vs. NSBRX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with FKSTX having a 1.51% return and NSBRX slightly lower at 1.44%. Over the past 10 years, FKSTX has underperformed NSBRX with an annualized return of 1.79%, while NSBRX has yielded a comparatively higher 12.85% annualized return.
FKSTX
- 1D
- 0.00%
- 1M
- 0.96%
- YTD
- 1.51%
- 6M
- 1.87%
- 1Y
- 6.66%
- 3Y*
- 3.23%
- 5Y*
- 1.06%
- 10Y*
- 1.79%
NSBRX
- 1D
- 0.51%
- 1M
- -0.75%
- YTD
- 1.44%
- 6M
- 0.66%
- 1Y
- 8.24%
- 3Y*
- 13.13%
- 5Y*
- 9.12%
- 10Y*
- 12.85%
FKSTX vs. NSBRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKSTX Nuveen Kansas Municipal Bond Fund | 1.51% | 4.32% | 0.63% | 5.20% | -6.82% | 2.32% | 3.74% | 5.59% | 1.69% | 4.64% |
NSBRX Nuveen Dividend Growth Fund | 1.44% | 10.03% | 17.56% | 15.08% | -9.63% | 27.17% | 9.79% | 41.88% | -4.36% | 20.07% |
Correlation
The correlation between FKSTX and NSBRX is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Mar 29, 2006 | -0.08 |
The correlation between FKSTX and NSBRX shifts across timeframes, from -0.08 (all time) to 0.26 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
FKSTX vs. NSBRX — Risk / Return Rank
FKSTX
NSBRX
FKSTX vs. NSBRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Kansas Municipal Bond Fund (FKSTX) and Nuveen Dividend Growth Fund (NSBRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FKSTX | NSBRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.98 | ||
| Sortino ratioReturn per unit of downside risk | +3.29 | ||
| Omega ratioGain probability vs. loss probability | 1.74 | 1.14 | +0.61 |
| Calmar ratioReturn relative to maximum drawdown | 2.98 | 0.99 | +1.98 |
| Martin ratioReturn relative to average drawdown | 9.85 | 3.46 | +6.39 |
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Drawdowns
FKSTX vs. NSBRX - Drawdown Comparison
The maximum FKSTX drawdown since its inception was -14.56%, smaller than the maximum NSBRX drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for FKSTX and NSBRX.
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Drawdown Indicators
| FKSTX | NSBRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.56% | -45.14% | +30.58% |
Max Drawdown (1Y)Largest decline over 1 year | -2.26% | -7.80% | +5.54% |
Max Drawdown (3Y)Largest decline over 3 years | -5.83% | -14.89% | +9.06% |
Max Drawdown (5Y)Largest decline over 5 years | -11.52% | -19.79% | +8.27% |
Max Drawdown (10Y)Largest decline over 10 years | -11.60% | -33.69% | +22.09% |
Current DrawdownCurrent decline from peak | -0.18% | -2.40% | +2.22% |
Average DrawdownAverage peak-to-trough decline | -1.87% | -5.25% | +3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.68% | 2.23% | -1.55% |
Volatility
FKSTX vs. NSBRX - Volatility Comparison
The current volatility for Nuveen Kansas Municipal Bond Fund (FKSTX) is 0.70%, while Nuveen Dividend Growth Fund (NSBRX) has a volatility of 3.16%. This indicates that FKSTX experiences smaller price fluctuations and is considered to be less risky than NSBRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKSTX | NSBRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.70% | 3.16% | -2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 1.75% | 7.79% | -6.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.44% | 10.04% | -7.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.74% | 14.29% | -10.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.63% | 16.57% | -12.94% |
FKSTX vs. NSBRX - Expense Ratio Comparison
FKSTX has a 0.78% expense ratio, which is higher than NSBRX's 0.67% expense ratio.
Dividends
FKSTX vs. NSBRX - Dividend Comparison
FKSTX's dividend yield for the trailing twelve months is around 2.69%, less than NSBRX's 11.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKSTX Nuveen Kansas Municipal Bond Fund | 2.69% | 2.78% | 2.55% | 2.60% | 2.33% | 2.20% | 2.60% | 3.36% | 3.28% | 3.49% | 3.84% | 3.65% |
NSBRX Nuveen Dividend Growth Fund | 11.91% | 9.26% | 6.82% | 3.01% | 3.58% | 3.67% | 4.68% | 15.68% | 7.04% | 4.57% | 1.75% | 6.24% |
Frequently Asked Questions
FKSTX and NSBRX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NSBRX has higher volatility (3.16%) compared to FKSTX (0.70%). In terms of maximum drawdown, FKSTX dropped -14.56% vs NSBRX's -45.14%.
FKSTX currently has the higher Sharpe Ratio (2.76 vs 0.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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