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NBH vs. NVG
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

NBH vs. NVG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman Municipal Fund Inc. (NBH) and Nuveen AMT-Free Municipal Credit Income Fund (NVG). The values are adjusted to include any dividend payments, if applicable.

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NBH vs. NVG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NBH
Neuberger Berman Municipal Fund Inc.
1.19%4.23%5.33%3.99%-28.15%5.61%3.79%28.02%-9.41%-4.01%
NVG
Nuveen AMT-Free Municipal Credit Income Fund
0.63%11.61%10.79%1.94%-28.47%12.14%6.40%25.63%-4.03%13.19%

Fundamentals

Market Cap

NBH:

$298.55M

NVG:

$2.67B

EPS

NBH:

$1.90

NVG:

$2.87

PE Ratio

NBH:

5.32

NVG:

4.36

PEG Ratio

NBH:

0.01

NVG:

0.01

PS Ratio

NBH:

10.33

NVG:

6.04

PB Ratio

NBH:

0.88

NVG:

0.97

Total Revenue (TTM)

NBH:

$28.91M

NVG:

$442.39M

Gross Profit (TTM)

NBH:

$8.94M

NVG:

$398.18M

EBITDA (TTM)

NBH:

$75.44M

NVG:

$645.87M

Returns By Period

In the year-to-date period, NBH achieves a 1.19% return, which is significantly higher than NVG's 0.63% return. Over the past 10 years, NBH has underperformed NVG with an annualized return of 0.64%, while NVG has yielded a comparatively higher 3.89% annualized return.


NBH

1D
-0.69%
1M
-3.84%
YTD
1.19%
6M
1.21%
1Y
2.87%
3Y*
2.81%
5Y*
-3.97%
10Y*
0.64%

NVG

1D
1.46%
1M
-4.78%
YTD
0.63%
6M
4.53%
1Y
8.78%
3Y*
8.96%
5Y*
-0.06%
10Y*
3.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

NBH vs. NVG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NBH
NBH Risk / Return Rank: 4646
Overall Rank
NBH Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
NBH Sortino Ratio Rank: 4040
Sortino Ratio Rank
NBH Omega Ratio Rank: 4040
Omega Ratio Rank
NBH Calmar Ratio Rank: 5050
Calmar Ratio Rank
NBH Martin Ratio Rank: 5151
Martin Ratio Rank

NVG
NVG Risk / Return Rank: 6262
Overall Rank
NVG Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
NVG Sortino Ratio Rank: 5757
Sortino Ratio Rank
NVG Omega Ratio Rank: 5959
Omega Ratio Rank
NVG Calmar Ratio Rank: 6161
Calmar Ratio Rank
NVG Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NBH vs. NVG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Municipal Fund Inc. (NBH) 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.


NBHNVGDifference

Sharpe ratio

Return per unit of total volatility

0.28

0.76

-0.48

Sortino ratio

Return per unit of downside risk

0.46

1.09

-0.63

Omega ratio

Gain probability vs. loss probability

1.06

1.16

-0.10

Calmar ratio

Return relative to maximum drawdown

0.43

0.87

-0.44

Martin ratio

Return relative to average drawdown

0.97

2.85

-1.87

NBH vs. NVG - Sharpe Ratio Comparison

The current NBH Sharpe Ratio is 0.28, which is lower than the NVG Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of NBH 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.


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Sharpe Ratios by Period


NBHNVGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.28

0.76

-0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.28

-0.01

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.04

0.30

-0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.39

-0.14

Correlation

The correlation between NBH and NVG is 0.36, 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.


Dividends

NBH vs. NVG - Dividend Comparison

NBH's dividend yield for the trailing twelve months is around 6.45%, less than NVG's 7.58% yield.


TTM20252024202320222021202020192018201720162015
NBH
Neuberger Berman Municipal Fund Inc.
6.45%6.42%5.33%4.50%6.14%4.89%4.93%4.86%6.04%5.53%5.54%5.73%
NVG
Nuveen AMT-Free Municipal Credit Income Fund
7.58%7.49%6.74%4.45%6.18%4.69%5.24%4.94%6.07%5.67%6.17%5.46%

Drawdowns

NBH vs. NVG - Drawdown Comparison

The maximum NBH drawdown since its inception was -43.51%, roughly equal to the maximum NVG drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for NBH and NVG.


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Drawdown Indicators


NBHNVGDifference

Max Drawdown

Largest peak-to-trough decline

-43.51%

-41.72%

-1.79%

Max Drawdown (1Y)

Largest decline over 1 year

-7.79%

-10.44%

+2.65%

Max Drawdown (5Y)

Largest decline over 5 years

-43.51%

-40.58%

-2.93%

Max Drawdown (10Y)

Largest decline over 10 years

-43.51%

-40.58%

-2.93%

Current Drawdown

Current decline from peak

-25.48%

-9.26%

-16.22%

Average Drawdown

Average peak-to-trough decline

-9.91%

-7.92%

-1.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.45%

3.20%

+0.25%

Volatility

NBH vs. NVG - Volatility Comparison

The current volatility for Neuberger Berman Municipal Fund Inc. (NBH) is 4.82%, while Nuveen AMT-Free Municipal Credit Income Fund (NVG) has a volatility of 5.39%. This indicates that NBH 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.


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Volatility by Period


NBHNVGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.82%

5.39%

-0.57%

Volatility (6M)

Calculated over the trailing 6-month period

6.37%

7.51%

-1.14%

Volatility (1Y)

Calculated over the trailing 1-year period

10.42%

11.64%

-1.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.30%

12.90%

+1.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.75%

12.80%

+2.95%

Financials

NBH vs. NVG - Financials Comparison

This section allows you to compare key financial metrics between Neuberger Berman Municipal Fund Inc. and Nuveen AMT-Free Municipal Credit Income Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00M40.00M60.00M80.00M100.00M120.00M20212022202320242025
5.48M
102.36M
(NBH) Total Revenue
(NVG) Total Revenue
Values in USD except per share items