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NHMRX vs. FJSYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NHMRX vs. FJSYX - Performance Comparison

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

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NHMRX vs. FJSYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NHMRX
Nuveen High Yield Municipal Bond Fund
-0.75%3.24%5.62%7.31%-14.96%10.37%3.25%12.59%2.06%12.10%
FJSYX
Nuveen Credit Income Fund
-1.12%8.21%13.04%13.62%-10.00%4.81%1.43%16.84%-4.44%7.57%

Returns By Period

In the year-to-date period, NHMRX achieves a -0.75% return, which is significantly higher than FJSYX's -1.12% return. Over the past 10 years, NHMRX has underperformed FJSYX with an annualized return of 3.64%, while FJSYX has yielded a comparatively higher 6.72% annualized return.


NHMRX

1D
0.36%
1M
-3.23%
YTD
-0.75%
6M
1.07%
1Y
2.53%
3Y*
4.02%
5Y*
1.21%
10Y*
3.64%

FJSYX

1D
0.15%
1M
-2.10%
YTD
-1.12%
6M
0.55%
1Y
6.16%
3Y*
10.15%
5Y*
5.17%
10Y*
6.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NHMRX vs. FJSYX - Expense Ratio Comparison

NHMRX has a 0.52% expense ratio, which is lower than FJSYX's 0.75% expense ratio.


Return for Risk

NHMRX vs. FJSYX — Risk / Return Rank

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

NHMRX
NHMRX Risk / Return Rank: 1515
Overall Rank
NHMRX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
NHMRX Sortino Ratio Rank: 1414
Sortino Ratio Rank
NHMRX Omega Ratio Rank: 2020
Omega Ratio Rank
NHMRX Calmar Ratio Rank: 1515
Calmar Ratio Rank
NHMRX Martin Ratio Rank: 1212
Martin Ratio Rank

FJSYX
FJSYX Risk / Return Rank: 9191
Overall Rank
FJSYX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
FJSYX Sortino Ratio Rank: 9595
Sortino Ratio Rank
FJSYX Omega Ratio Rank: 9696
Omega Ratio Rank
FJSYX Calmar Ratio Rank: 8686
Calmar Ratio Rank
FJSYX Martin Ratio Rank: 8787
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. FJSYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen High Yield Municipal Bond Fund (NHMRX) and Nuveen Credit Income Fund (FJSYX). 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.


NHMRXFJSYXDifference

Sharpe ratio

Return per unit of total volatility

0.42

1.99

-1.57

Sortino ratio

Return per unit of downside risk

0.61

3.07

-2.47

Omega ratio

Gain probability vs. loss probability

1.12

1.57

-0.45

Calmar ratio

Return relative to maximum drawdown

0.42

2.21

-1.79

Martin ratio

Return relative to average drawdown

1.02

9.24

-8.21

NHMRX vs. FJSYX - Sharpe Ratio Comparison

The current NHMRX Sharpe Ratio is 0.42, which is lower than the FJSYX Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of NHMRX and FJSYX, 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


NHMRXFJSYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.42

1.99

-1.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.18

1.20

-1.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

1.15

-0.61

Sharpe Ratio (All Time)

Calculated using the full available price history

0.87

0.92

-0.05

Correlation

The correlation between NHMRX and FJSYX is 0.22, 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

NHMRX vs. FJSYX - Dividend Comparison

NHMRX's dividend yield for the trailing twelve months is around 5.75%, less than FJSYX's 7.30% yield.


TTM20252024202320222021202020192018201720162015
NHMRX
Nuveen High Yield Municipal Bond Fund
5.75%6.54%5.79%7.34%5.64%5.09%5.03%5.39%5.47%5.38%5.88%5.60%
FJSYX
Nuveen Credit Income Fund
7.30%8.29%9.72%7.32%6.12%4.71%4.73%6.17%7.83%7.07%7.09%8.07%

Drawdowns

NHMRX vs. FJSYX - Drawdown Comparison

The maximum NHMRX drawdown since its inception was -45.45%, which is greater than FJSYX's maximum drawdown of -36.44%. Use the drawdown chart below to compare losses from any high point for NHMRX and FJSYX.


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Drawdown Indicators


NHMRXFJSYXDifference

Max Drawdown

Largest peak-to-trough decline

-45.45%

-36.44%

-9.01%

Max Drawdown (1Y)

Largest decline over 1 year

-7.92%

-2.87%

-5.05%

Max Drawdown (5Y)

Largest decline over 5 years

-21.52%

-14.28%

-7.24%

Max Drawdown (10Y)

Largest decline over 10 years

-22.22%

-25.66%

+3.44%

Current Drawdown

Current decline from peak

-3.23%

-2.10%

-1.13%

Average Drawdown

Average peak-to-trough decline

-5.35%

-4.21%

-1.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.28%

0.69%

+2.59%

Volatility

NHMRX vs. FJSYX - Volatility Comparison

Nuveen High Yield Municipal Bond Fund (NHMRX) has a higher volatility of 1.61% compared to Nuveen Credit Income Fund (FJSYX) at 1.01%. This indicates that NHMRX's price experiences larger fluctuations and is considered to be riskier than FJSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NHMRXFJSYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.61%

1.01%

+0.60%

Volatility (6M)

Calculated over the trailing 6-month period

2.63%

2.06%

+0.57%

Volatility (1Y)

Calculated over the trailing 1-year period

8.02%

3.47%

+4.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.81%

4.33%

+2.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.71%

5.84%

+0.87%