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NHMRX vs. FGIAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NHMRX vs. FGIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen High Yield Municipal Bond Fund (NHMRX) and Nuveen Global Infrastructure Fund Class A (FGIAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NHMRX achieves a 0.65% return, which is significantly lower than FGIAX's 11.76% return. Over the past 10 years, NHMRX has underperformed FGIAX with an annualized return of 3.78%, while FGIAX has yielded a comparatively higher 8.95% annualized return.


NHMRX

1D
0.14%
1M
-0.78%
YTD
0.65%
6M
2.42%
1Y
2.22%
3Y*
4.44%
5Y*
1.48%
10Y*
3.78%

FGIAX

1D
0.82%
1M
0.67%
YTD
11.76%
6M
11.51%
1Y
29.40%
3Y*
14.70%
5Y*
10.74%
10Y*
8.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NHMRX vs. FGIAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NHMRX
Nuveen High Yield Municipal Bond Fund
0.65%3.24%5.62%7.31%-14.96%10.37%3.25%12.59%2.06%12.10%
FGIAX
Nuveen Global Infrastructure Fund Class A
11.76%17.73%10.70%8.51%-6.23%14.51%-2.76%29.32%-7.91%19.40%

Correlation

The correlation between NHMRX and FGIAX is 0.07, meaning there is essentially no relationship between their price movements. They neither move together nor in opposition — each responds to its own set of market drivers. This independence makes them strong candidates for combining in a diversified portfolio.


NHMRX vs. FGIAX - Expense Ratio Comparison

NHMRX has a 0.52% expense ratio, which is lower than FGIAX's 1.21% expense ratio.


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Return for Risk

NHMRX vs. FGIAX — Risk / Return Rank

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

NHMRX
NHMRX Risk / Return Rank: 1111
Overall Rank
NHMRX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
NHMRX Sortino Ratio Rank: 1010
Sortino Ratio Rank
NHMRX Omega Ratio Rank: 1414
Omega Ratio Rank
NHMRX Calmar Ratio Rank: 1010
Calmar Ratio Rank
NHMRX Martin Ratio Rank: 99
Martin Ratio Rank

FGIAX
FGIAX Risk / Return Rank: 8787
Overall Rank
FGIAX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
FGIAX Sortino Ratio Rank: 8282
Sortino Ratio Rank
FGIAX Omega Ratio Rank: 8383
Omega Ratio Rank
FGIAX Calmar Ratio Rank: 9090
Calmar Ratio Rank
FGIAX Martin Ratio Rank: 9494
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.

NHMRX vs. FGIAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen High Yield Municipal Bond Fund (NHMRX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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.


NHMRXFGIAXDifference

Sharpe ratio

Return per unit of total volatility

0.44

1.79

-1.35

Sortino ratio

Return per unit of downside risk

0.63

2.30

-1.67

Omega ratio

Gain probability vs. loss probability

1.12

1.36

-0.24

Calmar ratio

Return relative to maximum drawdown

0.50

2.82

-2.32

Martin ratio

Return relative to average drawdown

1.21

12.95

-11.74

NHMRX vs. FGIAX - Sharpe Ratio Comparison

The current NHMRX Sharpe Ratio is 0.44, which is lower than the FGIAX Sharpe Ratio of 1.79. The chart below compares the historical Sharpe Ratios of NHMRX and FGIAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


NHMRXFGIAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.44

1.79

-1.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

0.82

-0.61

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

0.59

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.88

0.42

+0.46

Drawdowns

NHMRX vs. FGIAX - Drawdown Comparison

The maximum NHMRX drawdown since its inception was -45.45%, smaller than the maximum FGIAX drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for NHMRX and FGIAX.


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Drawdown Indicators


NHMRXFGIAXDifference

Max Drawdown

Largest peak-to-trough decline

-45.45%

-49.35%

+3.90%

Max Drawdown (1Y)

Largest decline over 1 year

-7.92%

-6.04%

-1.88%

Max Drawdown (5Y)

Largest decline over 5 years

-21.52%

-21.08%

-0.44%

Max Drawdown (10Y)

Largest decline over 10 years

-22.22%

-38.02%

+15.80%

Current Drawdown

Current decline from peak

-1.87%

-1.82%

-0.05%

Average Drawdown

Average peak-to-trough decline

-5.35%

-7.22%

+1.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.29%

1.80%

+1.49%

Volatility

NHMRX vs. FGIAX - Volatility Comparison

The current volatility for Nuveen High Yield Municipal Bond Fund (NHMRX) is 1.80%, while Nuveen Global Infrastructure Fund Class A (FGIAX) has a volatility of 3.94%. This indicates that NHMRX experiences smaller price fluctuations and is considered to be less risky than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NHMRXFGIAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.80%

3.94%

-2.14%

Volatility (6M)

Calculated over the trailing 6-month period

2.73%

7.11%

-4.38%

Volatility (1Y)

Calculated over the trailing 1-year period

8.00%

12.30%

-4.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.81%

13.08%

-6.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.71%

15.17%

-8.46%

Dividends

NHMRX vs. FGIAX - Dividend Comparison

NHMRX's dividend yield for the trailing twelve months is around 6.17%, less than FGIAX's 8.93% yield.


TTM20252024202320222021202020192018201720162015
NHMRX
Nuveen High Yield Municipal Bond Fund
6.17%6.54%5.79%7.34%5.64%5.09%5.03%5.39%5.47%5.38%5.88%5.60%
FGIAX
Nuveen Global Infrastructure Fund Class A
8.93%9.99%7.46%2.27%6.11%7.20%1.38%7.06%6.32%5.83%8.23%3.05%