IIM vs. NXP
Compare and contrast key facts about Invesco Value Municipal Income Trust (IIM) and Nuveen Select Tax-Free Income Portfolio (NXP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IIM or NXP.
Correlation
The correlation between IIM and NXP is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IIM vs. NXP - Performance Comparison
Key characteristics
IIM:
1.28
NXP:
0.52
IIM:
1.90
NXP:
0.76
IIM:
1.24
NXP:
1.10
IIM:
0.49
NXP:
0.27
IIM:
4.41
NXP:
2.19
IIM:
2.83%
NXP:
2.11%
IIM:
9.71%
NXP:
8.90%
IIM:
-40.15%
NXP:
-27.60%
IIM:
-13.32%
NXP:
-9.38%
Fundamentals
IIM:
$582.71M
NXP:
$722.50M
IIM:
$1.17
NXP:
$1.57
IIM:
10.58
NXP:
9.36
IIM:
0.00
NXP:
0.00
IIM:
$42.73M
NXP:
$31.34M
IIM:
$34.56M
NXP:
$29.87M
IIM:
$33.50M
NXP:
$20.13M
Returns By Period
In the year-to-date period, IIM achieves a 5.36% return, which is significantly higher than NXP's -2.49% return. Over the past 10 years, IIM has underperformed NXP with an annualized return of 2.57%, while NXP has yielded a comparatively higher 3.87% annualized return.
IIM
5.36%
3.12%
1.17%
12.27%
0.27%
2.57%
NXP
-2.49%
-0.87%
0.34%
4.49%
1.52%
3.87%
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Risk-Adjusted Performance
IIM vs. NXP — Risk-Adjusted Performance Rank
IIM
NXP
IIM vs. NXP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Value Municipal Income Trust (IIM) and Nuveen Select Tax-Free Income Portfolio (NXP). 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.
Dividends
IIM vs. NXP - Dividend Comparison
IIM's dividend yield for the trailing twelve months is around 6.81%, more than NXP's 4.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIM Invesco Value Municipal Income Trust | 6.81% | 6.59% | 4.73% | 5.88% | 4.51% | 4.48% | 4.62% | 5.41% | 4.99% | 5.52% | 5.20% | 5.49% |
NXP Nuveen Select Tax-Free Income Portfolio | 4.19% | 4.02% | 3.98% | 3.97% | 3.45% | 3.10% | 3.36% | 3.92% | 3.83% | 4.00% | 4.03% | 4.44% |
Drawdowns
IIM vs. NXP - Drawdown Comparison
The maximum IIM drawdown since its inception was -40.15%, which is greater than NXP's maximum drawdown of -27.60%. Use the drawdown chart below to compare losses from any high point for IIM and NXP. For additional features, visit the drawdowns tool.
Volatility
IIM vs. NXP - Volatility Comparison
Invesco Value Municipal Income Trust (IIM) and Nuveen Select Tax-Free Income Portfolio (NXP) have volatilities of 2.85% and 2.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IIM vs. NXP - Financials Comparison
This section allows you to compare key financial metrics between Invesco Value Municipal Income Trust and Nuveen Select Tax-Free Income Portfolio. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities