NDMO vs. NXP
Compare and contrast key facts about Nuveen Dynamic Municipal Opportunities Fund (NDMO) and Nuveen Select Tax-Free Income Portfolio (NXP).
Performance
NDMO vs. NXP - Performance Comparison
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NDMO vs. NXP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
NDMO Nuveen Dynamic Municipal Opportunities Fund | 4.14% | 8.21% | 8.31% | 7.25% | -35.45% | 12.12% | 5.29% |
NXP Nuveen Select Tax-Free Income Portfolio | 2.85% | -2.73% | 6.83% | 10.68% | -9.51% | -7.36% | 8.58% |
Fundamentals
Returns By Period
In the year-to-date period, NDMO achieves a 4.14% return, which is significantly higher than NXP's 2.85% return.
NDMO
- 1D
- 0.19%
- 1M
- -2.69%
- YTD
- 4.14%
- 6M
- 1.96%
- 1Y
- 7.87%
- 3Y*
- 6.49%
- 5Y*
- -1.80%
- 10Y*
- —
NXP
- 1D
- -0.07%
- 1M
- -0.67%
- YTD
- 2.85%
- 6M
- 0.92%
- 1Y
- 4.14%
- 3Y*
- 4.41%
- 5Y*
- -0.23%
- 10Y*
- 3.52%
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Return for Risk
NDMO vs. NXP — Risk / Return Rank
NDMO
NXP
NDMO vs. NXP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dynamic Municipal Opportunities Fund (NDMO) 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.
| NDMO | NXP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.58 | +0.06 |
Sortino ratioReturn per unit of downside risk | 0.98 | 0.81 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.11 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 0.85 | +0.19 |
Martin ratioReturn relative to average drawdown | 2.88 | 2.31 | +0.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NDMO | NXP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.58 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | -0.02 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.29 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.00 | 0.27 | -0.28 |
Correlation
The correlation between NDMO and NXP is 0.26, 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
NDMO vs. NXP - Dividend Comparison
NDMO's dividend yield for the trailing twelve months is around 7.22%, more than NXP's 4.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDMO Nuveen Dynamic Municipal Opportunities Fund | 7.22% | 7.38% | 7.43% | 7.80% | 9.24% | 5.52% | 1.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NXP Nuveen Select Tax-Free Income Portfolio | 4.42% | 4.47% | 4.00% | 3.94% | 3.93% | 3.42% | 3.07% | 3.33% | 3.88% | 3.79% | 3.96% | 3.99% |
Drawdowns
NDMO vs. NXP - Drawdown Comparison
The maximum NDMO drawdown since its inception was -42.54%, which is greater than NXP's maximum drawdown of -27.64%. Use the drawdown chart below to compare losses from any high point for NDMO and NXP.
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Drawdown Indicators
| NDMO | NXP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.54% | -27.64% | -14.90% |
Max Drawdown (1Y)Largest decline over 1 year | -7.77% | -4.87% | -2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -42.54% | -27.64% | -14.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.64% | — |
Current DrawdownCurrent decline from peak | -19.11% | -7.15% | -11.96% |
Average DrawdownAverage peak-to-trough decline | -21.54% | -6.79% | -14.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 1.88% | +0.93% |
Volatility
NDMO vs. NXP - Volatility Comparison
Nuveen Dynamic Municipal Opportunities Fund (NDMO) has a higher volatility of 6.18% compared to Nuveen Select Tax-Free Income Portfolio (NXP) at 2.83%. This indicates that NDMO's price experiences larger fluctuations and is considered to be riskier than NXP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NDMO | NXP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 2.83% | +3.35% |
Volatility (6M)Calculated over the trailing 6-month period | 8.19% | 5.20% | +2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.30% | 7.16% | +5.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.19% | 10.99% | +5.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.75% | 12.04% | +3.71% |
Financials
NDMO vs. NXP - Financials Comparison
This section allows you to compare key financial metrics between Nuveen Dynamic Municipal Opportunities Fund 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