NJR vs. NVG
Compare and contrast key facts about New Jersey Resources Corporation (NJR) and Nuveen AMT-Free Municipal Credit Income Fund (NVG).
Performance
NJR vs. NVG - Performance Comparison
Loading graphics...
NJR vs. NVG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NJR New Jersey Resources Corporation | 20.13% | 2.91% | 8.72% | -6.94% | 24.93% | 19.60% | -16.86% | 0.13% | 16.57% | 16.18% |
NVG Nuveen AMT-Free Municipal Credit Income Fund | -0.81% | 11.61% | 10.79% | 1.94% | -28.47% | 12.14% | 6.40% | 25.63% | -4.03% | 13.19% |
Fundamentals
NJR:
$5.56B
NVG:
$2.63B
NJR:
$3.24
NVG:
$2.87
NJR:
16.95
NVG:
4.30
NJR:
0.45
NVG:
0.01
NJR:
2.58
NVG:
5.95
NJR:
$2.15B
NVG:
$442.39M
NJR:
$817.44M
NVG:
$398.18M
NJR:
$737.51M
NVG:
$645.87M
Returns By Period
In the year-to-date period, NJR achieves a 20.13% return, which is significantly higher than NVG's -0.81% return. Over the past 10 years, NJR has outperformed NVG with an annualized return of 7.63%, while NVG has yielded a comparatively lower 3.74% annualized return.
NJR
- 1D
- -0.94%
- 1M
- 2.15%
- YTD
- 20.13%
- 6M
- 16.27%
- 1Y
- 16.45%
- 3Y*
- 5.00%
- 5Y*
- 10.55%
- 10Y*
- 7.63%
NVG
- 1D
- 2.84%
- 1M
- -6.72%
- YTD
- -0.81%
- 6M
- 4.12%
- 1Y
- 7.56%
- 3Y*
- 8.43%
- 5Y*
- -0.35%
- 10Y*
- 3.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
NJR vs. NVG — Risk / Return Rank
NJR
NVG
NJR vs. NVG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for New Jersey Resources Corporation (NJR) and Nuveen AMT-Free Municipal Credit Income Fund (NVG). 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.
| NJR | NVG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.66 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.39 | 0.95 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.14 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.82 | +0.66 |
Martin ratioReturn relative to average drawdown | 2.85 | 2.68 | +0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NJR | NVG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.66 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | -0.03 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.29 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.39 | +0.14 |
Correlation
The correlation between NJR and NVG is 0.11, 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
NJR vs. NVG - Dividend Comparison
NJR's dividend yield for the trailing twelve months is around 3.41%, less than NVG's 7.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NJR New Jersey Resources Corporation | 3.41% | 4.01% | 3.73% | 3.63% | 3.03% | 3.39% | 3.63% | 2.71% | 2.47% | 2.62% | 2.79% | 2.82% |
NVG Nuveen AMT-Free Municipal Credit Income Fund | 7.69% | 7.49% | 6.74% | 4.45% | 6.18% | 4.69% | 5.24% | 4.94% | 6.07% | 5.67% | 6.17% | 5.46% |
Drawdowns
NJR vs. NVG - Drawdown Comparison
The maximum NJR drawdown since its inception was -50.72%, which is greater than NVG's maximum drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for NJR and NVG.
Loading graphics...
Drawdown Indicators
| NJR | NVG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.72% | -41.72% | -9.00% |
Max Drawdown (1Y)Largest decline over 1 year | -10.65% | -10.44% | -0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -27.79% | -40.58% | +12.79% |
Max Drawdown (10Y)Largest decline over 10 years | -50.72% | -40.58% | -10.14% |
Current DrawdownCurrent decline from peak | -0.94% | -10.57% | +9.63% |
Average DrawdownAverage peak-to-trough decline | -7.57% | -7.92% | +0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.52% | 3.18% | +2.34% |
Volatility
NJR vs. NVG - Volatility Comparison
New Jersey Resources Corporation (NJR) and Nuveen AMT-Free Municipal Credit Income Fund (NVG) have volatilities of 5.07% and 5.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NJR | NVG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 5.12% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 7.38% | +5.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.26% | 11.58% | +5.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.90% | 12.88% | +8.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.08% | 12.79% | +15.29% |
Financials
NJR vs. NVG - Financials Comparison
This section allows you to compare key financial metrics between New Jersey Resources Corporation and Nuveen AMT-Free Municipal Credit Income Fund. 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