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NVG vs. NBH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NVG and NBH is 0.13, 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.


Performance

NVG vs. NBH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen AMT-Free Municipal Credit Income Fund (NVG) and Neuberger Berman Municipal Fund Inc. (NBH). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

NVG:

0.68

NBH:

0.35

Sortino Ratio

NVG:

0.91

NBH:

0.55

Omega Ratio

NVG:

1.13

NBH:

1.07

Calmar Ratio

NVG:

0.29

NBH:

0.11

Martin Ratio

NVG:

1.70

NBH:

0.89

Ulcer Index

NVG:

4.58%

NBH:

4.19%

Daily Std Dev

NVG:

12.11%

NBH:

10.89%

Max Drawdown

NVG:

-41.68%

NBH:

-43.51%

Current Drawdown

NVG:

-18.64%

NBH:

-29.88%

Fundamentals

Returns By Period

In the year-to-date period, NVG achieves a 0.61% return, which is significantly higher than NBH's -0.76% return. Over the past 10 years, NVG has outperformed NBH with an annualized return of 4.18%, while NBH has yielded a comparatively lower 1.04% annualized return.


NVG

YTD

0.61%

1M

5.14%

6M

-2.91%

1Y

8.17%

5Y*

1.94%

10Y*

4.18%

NBH

YTD

-0.76%

1M

4.27%

6M

-4.35%

1Y

3.81%

5Y*

-0.95%

10Y*

1.04%

*Annualized

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Risk-Adjusted Performance

NVG vs. NBH — Risk-Adjusted Performance Rank

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

NVG
The Risk-Adjusted Performance Rank of NVG is 6767
Overall Rank
The Sharpe Ratio Rank of NVG is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of NVG is 6363
Sortino Ratio Rank
The Omega Ratio Rank of NVG is 6464
Omega Ratio Rank
The Calmar Ratio Rank of NVG is 6363
Calmar Ratio Rank
The Martin Ratio Rank of NVG is 6969
Martin Ratio Rank

NBH
The Risk-Adjusted Performance Rank of NBH is 5757
Overall Rank
The Sharpe Ratio Rank of NBH is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of NBH is 5252
Sortino Ratio Rank
The Omega Ratio Rank of NBH is 5151
Omega Ratio Rank
The Calmar Ratio Rank of NBH is 5555
Calmar Ratio Rank
The Martin Ratio Rank of NBH is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NVG vs. NBH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen AMT-Free Municipal Credit Income Fund (NVG) and Neuberger Berman Municipal Fund Inc. (NBH). 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 NVG Sharpe Ratio is 0.68, which is higher than the NBH Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of NVG and NBH, 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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Dividends

NVG vs. NBH - Dividend Comparison

NVG's dividend yield for the trailing twelve months is around 7.71%, more than NBH's 6.13% yield.


TTM20242023202220212020201920182017201620152014
NVG
Nuveen AMT-Free Municipal Credit Income Fund
7.71%6.76%4.50%6.20%4.72%5.27%4.97%6.11%5.71%6.18%5.46%5.84%
NBH
Neuberger Berman Municipal Fund Inc.
6.13%5.33%4.50%6.14%4.89%4.93%4.86%6.04%5.53%5.54%5.73%5.47%

Drawdowns

NVG vs. NBH - Drawdown Comparison

The maximum NVG drawdown since its inception was -41.68%, roughly equal to the maximum NBH drawdown of -43.51%. Use the drawdown chart below to compare losses from any high point for NVG and NBH. For additional features, visit the drawdowns tool.


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Volatility

NVG vs. NBH - Volatility Comparison

The current volatility for Nuveen AMT-Free Municipal Credit Income Fund (NVG) is 3.35%, while Neuberger Berman Municipal Fund Inc. (NBH) has a volatility of 3.67%. This indicates that NVG experiences smaller price fluctuations and is considered to be less risky than NBH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

NVG vs. NBH - Financials Comparison

This section allows you to compare key financial metrics between Nuveen AMT-Free Municipal Credit Income Fund and Neuberger Berman Municipal Fund Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


4.00M5.00M6.00M7.00M8.00M9.00MOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
8.42M
(NVG) Total Revenue
(NBH) Total Revenue
Values in USD except per share items