NVG vs. WCPNX
Compare and contrast key facts about Nuveen AMT-Free Municipal Credit Income Fund (NVG) and Weitz Core Plus Income Fund (WCPNX).
WCPNX is managed by Weitz. It was launched on Jul 31, 2014.
Performance
NVG vs. WCPNX - Performance Comparison
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NVG vs. WCPNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NVG Nuveen AMT-Free Municipal Credit Income Fund | 0.63% | 11.61% | 10.79% | 1.94% | -28.47% | 12.14% | 6.40% | 25.63% | -4.03% | 13.19% |
WCPNX Weitz Core Plus Income Fund | -0.47% | 7.89% | 4.10% | 7.00% | -9.92% | 1.60% | 10.18% | 7.39% | 1.49% | 2.83% |
Returns By Period
In the year-to-date period, NVG achieves a 0.63% return, which is significantly higher than WCPNX's -0.47% return. Over the past 10 years, NVG has outperformed WCPNX with an annualized return of 3.89%, while WCPNX has yielded a comparatively lower 3.40% annualized return.
NVG
- 1D
- 1.46%
- 1M
- -4.78%
- YTD
- 0.63%
- 6M
- 4.53%
- 1Y
- 8.78%
- 3Y*
- 8.96%
- 5Y*
- -0.06%
- 10Y*
- 3.89%
WCPNX
- 1D
- 0.21%
- 1M
- -1.73%
- YTD
- -0.47%
- 6M
- 0.53%
- 1Y
- 3.69%
- 3Y*
- 5.02%
- 5Y*
- 1.92%
- 10Y*
- 3.40%
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Return for Risk
NVG vs. WCPNX — Risk / Return Rank
NVG
WCPNX
NVG vs. WCPNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen AMT-Free Municipal Credit Income Fund (NVG) and Weitz Core Plus Income Fund (WCPNX). 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.
| NVG | WCPNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.97 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.35 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.69 | -0.82 |
Martin ratioReturn relative to average drawdown | 2.85 | 4.77 | -1.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NVG | WCPNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.97 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.39 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.82 | -0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.84 | -0.45 |
Correlation
The correlation between NVG and WCPNX is 0.40, 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
NVG vs. WCPNX - Dividend Comparison
NVG's dividend yield for the trailing twelve months is around 7.58%, more than WCPNX's 4.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVG Nuveen AMT-Free Municipal Credit Income Fund | 7.58% | 7.49% | 6.74% | 4.45% | 6.18% | 4.69% | 5.24% | 4.94% | 6.07% | 5.67% | 6.17% | 5.46% |
WCPNX Weitz Core Plus Income Fund | 4.48% | 5.26% | 6.15% | 4.92% | 3.04% | 2.51% | 5.07% | 2.95% | 2.55% | 2.41% | 3.72% | 1.96% |
Drawdowns
NVG vs. WCPNX - Drawdown Comparison
The maximum NVG drawdown since its inception was -41.72%, which is greater than WCPNX's maximum drawdown of -13.63%. Use the drawdown chart below to compare losses from any high point for NVG and WCPNX.
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Drawdown Indicators
| NVG | WCPNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.72% | -13.63% | -28.09% |
Max Drawdown (1Y)Largest decline over 1 year | -10.44% | -2.74% | -7.70% |
Max Drawdown (5Y)Largest decline over 5 years | -40.58% | -13.63% | -26.95% |
Max Drawdown (10Y)Largest decline over 10 years | -40.58% | -13.63% | -26.95% |
Current DrawdownCurrent decline from peak | -9.26% | -2.13% | -7.13% |
Average DrawdownAverage peak-to-trough decline | -7.92% | -2.20% | -5.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 0.97% | +2.23% |
Volatility
NVG vs. WCPNX - Volatility Comparison
Nuveen AMT-Free Municipal Credit Income Fund (NVG) has a higher volatility of 5.39% compared to Weitz Core Plus Income Fund (WCPNX) at 1.57%. This indicates that NVG's price experiences larger fluctuations and is considered to be riskier than WCPNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NVG | WCPNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 1.57% | +3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 7.51% | 2.50% | +5.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.64% | 4.20% | +7.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.90% | 4.95% | +7.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.80% | 4.14% | +8.66% |