NDMO vs. MPC
NDMO (Nuveen Dynamic Municipal Opportunities Fund) and MPC (Marathon Petroleum Corporation) are both stocks. NDMO operates in Capital Markets (Financial Services), while MPC operates in Oil & Gas Refining & Marketing (Energy). Over the past 5 years, NDMO returned -3.88%/yr vs 45.20%/yr for MPC. Their 0.07 correlation means their historical movements had little consistent relationship.
Performance
NDMO vs. MPC - Performance Comparison
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Returns By Period
In the year-to-date period, NDMO achieves a 2.77% return, which is significantly lower than MPC's 96.32% return.
NDMO
- 1D
- -0.50%
- 1M
- -4.25%
- 6M
- -0.99%
- YTD
- 2.77%
- 1Y
- 7.84%
- 3Y*
- 3.94%
- 5Y*
- -3.88%
- 10Y*
- —
- ALL TIME*
- -0.11%
MPC
- 1D
- 0.76%
- 1M
- 18.82%
- 6M
- 81.21%
- YTD
- 96.32%
- 1Y
- 94.93%
- 3Y*
- 35.61%
- 5Y*
- 45.20%
- 10Y*
- 27.17%
- ALL TIME*
- 23.28%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $628.12M | $605.59M | $624.09M | |
| $1.30M | $1.21M | $1.20M |
NDMO vs. MPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
NDMO Nuveen Dynamic Municipal Opportunities Fund | 2.77% | 8.21% | 8.31% | 7.25% | -35.45% | 12.12% | 6.27% |
MPC Marathon Petroleum Corporation | 96.32% | 19.17% | -4.06% | 30.46% | 86.62% | 61.00% | 18.76% |
Correlation
The correlation between NDMO and MPC is -0.05, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.05 |
Correlation (3Y) Balances recent behavior with more history. | 0.08 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.09 |
Correlation (All Time) Calculated using the full available price history since Aug 27, 2020 | 0.07 |
The correlation between NDMO and MPC shifts across timeframes, from -0.05 (1 year) to 0.09 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
NDMO:
$601.21M
MPC:
$92.39B
NDMO:
0.96
MPC:
5.57
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Return for Risk
NDMO vs. MPC — Risk / Return Rank
NDMO
MPC
NDMO vs. MPC - Risk-Adjusted Trends 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.
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.
| NDMO | MPC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.90 | ||
| Sortino ratioReturn per unit of downside risk | -1.95 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.43 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | 4.91 | -3.43 |
| Martin ratioReturn relative to average drawdown | 3.92 | 13.76 | -9.84 |
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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.
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Drawdown Indicators
| NDMO | MPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.54% | -79.67% | +37.13% |
Max Drawdown (1Y)Largest decline over 1 year | -5.96% | -18.33% | +12.37% |
Max Drawdown (3Y)Largest decline over 3 years | -14.49% | -44.75% | +30.26% |
Max Drawdown (5Y)Largest decline over 5 years | -42.06% | -44.75% | +2.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -79.67% | — |
Current DrawdownCurrent decline from peak | -20.17% | -1.03% | -19.14% |
Average DrawdownAverage peak-to-trough decline | -21.33% | -17.20% | -4.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 6.56% | -4.31% |
Volatility
NDMO vs. MPC - Volatility Comparison
The current volatility for Nuveen Dynamic Municipal Opportunities Fund (NDMO) is 1.99%, while Marathon Petroleum Corporation (MPC) has a volatility of 8.47%. 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.
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Volatility by Period
| NDMO | MPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.99% | 8.47% | -6.48% |
Volatility (6M)Calculated over the trailing 6-month period | 7.88% | 26.02% | -18.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.39% | 32.65% | -22.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.83% | 33.04% | -17.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.43% | 39.98% | -24.55% |
Dividends
NDMO vs. MPC - Dividend Comparison
NDMO's dividend yield for the trailing twelve months is around 7.41%, more than MPC's 1.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPC Marathon Petroleum Corporation | 1.24% | 2.29% | 2.43% | 2.07% | 2.14% | 3.63% | 5.61% | 3.52% | 3.12% | 2.30% | 2.70% | 2.20% |
NDMO Nuveen Dynamic Municipal Opportunities Fund | 7.41% | 7.38% | 7.43% | 7.80% | 9.24% | 5.52% | 1.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
NDMO vs. MPC - Profitability Comparison
NDMO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Nuveen Dynamic Municipal Opportunities Fund reported a gross profit of 18.68M and revenue of 22.60M. Therefore, the gross margin over that period was 82.7%.
MPC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Marathon Petroleum Corporation reported a gross profit of 3.31B and revenue of 34.57B. Therefore, the gross margin over that period was 9.6%.
NDMO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Nuveen Dynamic Municipal Opportunities Fund reported an operating income of 12.55M and revenue of 22.60M, resulting in an operating margin of 55.5%.
MPC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Marathon Petroleum Corporation reported an operating income of 1.40B and revenue of 34.57B, resulting in an operating margin of 4.1%.
NDMO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Nuveen Dynamic Municipal Opportunities Fund reported a net income of 8.10M and revenue of 22.60M, resulting in a net margin of 35.9%.
MPC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Marathon Petroleum Corporation reported a net income of 511.00M and revenue of 34.57B, resulting in a net margin of 1.5%.
Frequently Asked Questions
NDMO and MPC have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MPC has higher volatility (8.47%) compared to NDMO (1.99%). In terms of maximum drawdown, NDMO dropped -42.54% vs MPC's -79.67%.
MPC currently has the higher Sharpe Ratio (2.76 vs 0.86), 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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