NHMRX vs. NVHIX

In the year-to-date period, NHMRX achieves a -2.82% return, which is significantly lower than NVHIX's -0.38% return. Over the past 10 years, NHMRX has outperformed NVHIX with an annualized return of 3.52%, while NVHIX has yielded a comparatively lower 3.32% annualized return.

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NHMRX has a 0.52% expense ratio, which is lower than NVHIX's 0.55% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Nuveen High Yield Municipal Bond Fund (NHMRX) and Nuveen Short Duration High Yield Municipal Bond Fund (NVHIX). 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.

The current NHMRX Sharpe Ratio is -0.03, which is lower than the NVHIX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of NHMRX and NVHIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NHMRX's dividend yield for the trailing twelve months is around 5.12%, which matches NVHIX's 5.07% yield.

The maximum NHMRX drawdown since its inception was -45.44%, which is greater than NVHIX's maximum drawdown of -13.54%. Use the drawdown chart below to compare losses from any high point for NHMRX and NVHIX. For additional features, visit the drawdowns tool.