NVG vs. WCPNX

In the year-to-date period, NVG achieves a 0.61% return, which is significantly lower than WCPNX's 1.61% return. Over the past 10 years, NVG has outperformed WCPNX with an annualized return of 4.18%, while WCPNX has yielded a comparatively lower 2.64% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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.

The current NVG Sharpe Ratio is 0.68, which is lower than the WCPNX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of NVG and WCPNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NVG's dividend yield for the trailing twelve months is around 7.71%, while WCPNX has not paid dividends to shareholders.

The maximum NVG drawdown since its inception was -41.68%, which is greater than WCPNX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for NVG and WCPNX. For additional features, visit the drawdowns tool.

Nuveen AMT-Free Municipal Credit Income Fund (NVG) has a higher volatility of 3.35% compared to Weitz Core Plus Income Fund (WCPNX) at 1.45%. 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.