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NNY vs. MYN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NNY vs. MYN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen New York Municipal Value Fund (NNY) and BlackRock MuniYield New York Quality Fund (MYN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NNY achieves a 1.69% return, which is significantly lower than MYN's 1.85% return. Over the past 10 years, NNY has outperformed MYN with an annualized return of 2.08%, while MYN has yielded a comparatively lower 1.14% annualized return.


NNY

1D
-0.12%
1M
1.17%
YTD
1.69%
6M
4.27%
1Y
11.31%
3Y*
4.41%
5Y*
1.21%
10Y*
2.08%

MYN

1D
0.40%
1M
0.10%
YTD
1.85%
6M
0.19%
1Y
8.77%
3Y*
4.21%
5Y*
-1.47%
10Y*
1.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NNY vs. MYN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NNY
Nuveen New York Municipal Value Fund
1.69%11.17%1.19%4.30%-13.41%1.85%-1.65%13.73%4.51%4.12%
MYN
BlackRock MuniYield New York Quality Fund
1.85%4.67%2.87%9.80%-27.05%10.83%6.00%18.31%-7.05%6.96%

Correlation

The correlation between NNY and MYN is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.37

Correlation (3Y)
Calculated over the trailing 3-year period

0.39

Correlation (5Y)
Calculated over the trailing 5-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Mar 17, 1992

0.19

The correlation between NNY and MYN shifts across timeframes, from 0.19 (all time) to 0.39 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

NNY vs. MYN — Risk / Return Rank

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

NNY
NNY Risk / Return Rank: 1212
Overall Rank
NNY Sharpe Ratio Rank: 99
Sharpe Ratio Rank
NNY Sortino Ratio Rank: 1010
Sortino Ratio Rank
NNY Omega Ratio Rank: 99
Omega Ratio Rank
NNY Calmar Ratio Rank: 1616
Calmar Ratio Rank
NNY Martin Ratio Rank: 1717
Martin Ratio Rank

MYN
MYN Risk / Return Rank: 1212
Overall Rank
MYN Sharpe Ratio Rank: 88
Sharpe Ratio Rank
MYN Sortino Ratio Rank: 88
Sortino Ratio Rank
MYN Omega Ratio Rank: 77
Omega Ratio Rank
MYN Calmar Ratio Rank: 2121
Calmar Ratio Rank
MYN Martin Ratio Rank: 1818
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.

NNY vs. MYN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen New York Municipal Value Fund (NNY) and BlackRock MuniYield New York Quality Fund (MYN). 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.


NNYMYNDifference

Sharpe ratio

Return per unit of total volatility

1.13

1.02

+0.11

Sortino ratio

Return per unit of downside risk

1.75

1.59

+0.16

Omega ratio

Gain probability vs. loss probability

1.22

1.19

+0.03

Calmar ratio

Return relative to maximum drawdown

1.64

1.93

-0.29

Martin ratio

Return relative to average drawdown

5.92

6.12

-0.20

NNY vs. MYN - Sharpe Ratio Comparison

The current NNY Sharpe Ratio is 1.13, which is comparable to the MYN Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of NNY and MYN, 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


NNYMYNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.13

1.02

+0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.11

-0.13

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

0.10

+0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.24

0.00

Drawdowns

NNY vs. MYN - Drawdown Comparison

The maximum NNY drawdown since its inception was -36.62%, smaller than the maximum MYN drawdown of -42.89%. Use the drawdown chart below to compare losses from any high point for NNY and MYN.


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Drawdown Indicators


NNYMYNDifference

Max Drawdown

Largest peak-to-trough decline

-36.62%

-42.89%

+6.27%

Max Drawdown (1Y)

Largest decline over 1 year

-6.97%

-6.40%

-0.57%

Max Drawdown (5Y)

Largest decline over 5 years

-19.68%

-35.99%

+16.31%

Max Drawdown (10Y)

Largest decline over 10 years

-20.02%

-35.99%

+15.97%

Current Drawdown

Current decline from peak

-1.77%

-13.79%

+12.02%

Average Drawdown

Average peak-to-trough decline

-8.00%

-10.49%

+2.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.93%

2.02%

-0.09%

Volatility

NNY vs. MYN - Volatility Comparison

Nuveen New York Municipal Value Fund (NNY) has a higher volatility of 4.69% compared to BlackRock MuniYield New York Quality Fund (MYN) at 4.11%. This indicates that NNY's price experiences larger fluctuations and is considered to be riskier than MYN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NNYMYNDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.69%

4.11%

+0.58%

Volatility (6M)

Calculated over the trailing 6-month period

8.41%

6.30%

+2.11%

Volatility (1Y)

Calculated over the trailing 1-year period

10.14%

8.97%

+1.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.88%

11.09%

-0.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.27%

11.41%

+0.86%

NNY vs. MYN - Expense Ratio Comparison

NNY has a 0.03% expense ratio, which is lower than MYN's 2.24% expense ratio.


Dividends

NNY vs. MYN - Dividend Comparison

NNY's dividend yield for the trailing twelve months is around 4.11%, less than MYN's 6.18% yield.


TTM20252024202320222021202020192018201720162015
NNY
Nuveen New York Municipal Value Fund
3.76%4.13%4.25%3.99%3.50%2.96%3.29%3.42%3.77%4.00%4.10%3.91%
MYN
BlackRock MuniYield New York Quality Fund
5.67%6.20%5.47%3.88%5.37%4.39%4.16%3.90%4.32%4.98%5.44%5.62%