NDMO vs. MPC
Compare and contrast key facts about Nuveen Dynamic Municipal Opportunities Fund (NDMO) and Marathon Petroleum Corporation (MPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NDMO or MPC.
Key characteristics
| NDMO | MPC | |
|---|---|---|
| YTD Return | 15.27% | 5.14% |
| 1Y Return | 17.80% | 10.61% |
| 3Y Return (Ann) | -5.60% | 35.13% |
| Sharpe Ratio | 1.42 | 0.31 |
| Sortino Ratio | 2.23 | 0.62 |
| Omega Ratio | 1.26 | 1.08 |
| Calmar Ratio | 0.49 | 0.27 |
| Martin Ratio | 8.63 | 0.55 |
| Ulcer Index | 2.04% | 16.92% |
| Daily Std Dev | 12.35% | 29.55% |
| Max Drawdown | -42.54% | -79.67% |
| Current Drawdown | -23.61% | -29.16% |
Fundamentals
| NDMO | MPC | |
|---|---|---|
| Market Cap | $642.68M | $49.41B |
| EPS | $0.61 | $12.87 |
| PE Ratio | 17.69 | 11.95 |
Correlation
The correlation between NDMO and MPC is 0.07, 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
NDMO vs. MPC - Performance Comparison
In the year-to-date period, NDMO achieves a 15.27% return, which is significantly higher than MPC's 5.14% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NDMO vs. MPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dynamic Municipal Opportunities Fund (NDMO) and Marathon Petroleum Corporation (MPC). 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
NDMO vs. MPC - Dividend Comparison
NDMO's dividend yield for the trailing twelve months is around 6.90%, more than MPC's 2.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDMO Nuveen Dynamic Municipal Opportunities Fund | 6.90% | 7.81% | 9.30% | 5.55% | 1.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MPC Marathon Petroleum Corporation | 2.15% | 2.07% | 2.14% | 3.63% | 5.61% | 3.52% | 3.12% | 2.30% | 2.70% | 2.20% | 2.04% | 1.68% |
Drawdowns
NDMO vs. MPC - Drawdown Comparison
The maximum NDMO drawdown since its inception was -42.54%, smaller than the maximum MPC drawdown of -79.67%. Use the drawdown chart below to compare losses from any high point for NDMO and MPC. For additional features, visit the drawdowns tool.
Volatility
NDMO vs. MPC - Volatility Comparison
The current volatility for Nuveen Dynamic Municipal Opportunities Fund (NDMO) is 3.01%, while Marathon Petroleum Corporation (MPC) has a volatility of 8.35%. This indicates that NDMO experiences smaller price fluctuations and is considered to be less risky than MPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NDMO vs. MPC - Financials Comparison
This section allows you to compare key financial metrics between Nuveen Dynamic Municipal Opportunities Fund and Marathon Petroleum Corporation. 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