NXP vs. NAD
Compare and contrast key facts about Nuveen Select Tax-Free Income Portfolio (NXP) and Nuveen Quality Municipal Income Fund (NAD).
Performance
NXP vs. NAD - Performance Comparison
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NXP vs. NAD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NXP Nuveen Select Tax-Free Income Portfolio | 2.92% | -2.73% | 6.83% | 10.68% | -9.51% | -7.36% | 12.12% | 20.94% | 0.04% | 9.30% |
NAD Nuveen Quality Municipal Income Fund | -2.64% | 11.29% | 8.74% | 1.26% | -22.85% | 9.70% | 10.33% | 21.92% | -6.10% | 6.37% |
Fundamentals
NXP:
$746.29M
NAD:
$2.68B
NXP:
$1.60
NAD:
$2.47
NXP:
8.97
NAD:
4.66
NXP:
12.31
NAD:
6.54
NXP:
1.00
NAD:
0.94
NXP:
$60.63M
NAD:
$410.48M
NXP:
$25.24M
NAD:
$385.55M
NXP:
$28.48M
NAD:
$744.52M
Returns By Period
In the year-to-date period, NXP achieves a 2.92% return, which is significantly higher than NAD's -2.64% return. Over the past 10 years, NXP has outperformed NAD with an annualized return of 3.53%, while NAD has yielded a comparatively lower 2.89% annualized return.
NXP
- 1D
- 1.06%
- 1M
- -0.25%
- YTD
- 2.92%
- 6M
- 1.48%
- 1Y
- 4.43%
- 3Y*
- 4.44%
- 5Y*
- -0.22%
- 10Y*
- 3.53%
NAD
- 1D
- 2.31%
- 1M
- -5.72%
- YTD
- -2.64%
- 6M
- 1.90%
- 1Y
- 7.58%
- 3Y*
- 6.52%
- 5Y*
- 0.20%
- 10Y*
- 2.89%
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Return for Risk
NXP vs. NAD — Risk / Return Rank
NXP
NAD
NXP vs. NAD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Select Tax-Free Income Portfolio (NXP) and Nuveen Quality Municipal Income Fund (NAD). 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.
| NXP | NAD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.67 | -0.05 |
Sortino ratioReturn per unit of downside risk | 0.86 | 0.96 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.15 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.05 | -0.17 |
Martin ratioReturn relative to average drawdown | 2.43 | 4.47 | -2.05 |
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
| NXP | NAD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.67 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.02 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.25 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.37 | -0.10 |
Correlation
The correlation between NXP and NAD is 0.31, 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
NXP vs. NAD - Dividend Comparison
NXP's dividend yield for the trailing twelve months is around 4.42%, less than NAD's 7.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NXP Nuveen Select Tax-Free Income Portfolio | 4.42% | 4.47% | 4.00% | 3.94% | 3.93% | 3.42% | 3.07% | 3.33% | 3.88% | 3.79% | 3.96% | 3.99% |
NAD Nuveen Quality Municipal Income Fund | 7.57% | 7.37% | 6.63% | 4.13% | 5.58% | 4.43% | 4.41% | 4.40% | 5.37% | 5.42% | 6.05% | 5.96% |
Drawdowns
NXP vs. NAD - Drawdown Comparison
The maximum NXP drawdown since its inception was -27.64%, smaller than the maximum NAD drawdown of -44.65%. Use the drawdown chart below to compare losses from any high point for NXP and NAD.
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Drawdown Indicators
| NXP | NAD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.64% | -44.65% | +17.01% |
Max Drawdown (1Y)Largest decline over 1 year | -5.14% | -8.08% | +2.94% |
Max Drawdown (5Y)Largest decline over 5 years | -27.64% | -35.58% | +7.94% |
Max Drawdown (10Y)Largest decline over 10 years | -27.64% | -35.58% | +7.94% |
Current DrawdownCurrent decline from peak | -7.08% | -8.44% | +1.36% |
Average DrawdownAverage peak-to-trough decline | -6.79% | -7.84% | +1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 1.90% | -0.02% |
Volatility
NXP vs. NAD - Volatility Comparison
The current volatility for Nuveen Select Tax-Free Income Portfolio (NXP) is 2.84%, while Nuveen Quality Municipal Income Fund (NAD) has a volatility of 6.01%. This indicates that NXP experiences smaller price fluctuations and is considered to be less risky than NAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NXP | NAD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.84% | 6.01% | -3.17% |
Volatility (6M)Calculated over the trailing 6-month period | 5.20% | 7.99% | -2.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.16% | 11.32% | -4.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.02% | 11.31% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.04% | 11.84% | +0.20% |
Financials
NXP vs. NAD - Financials Comparison
This section allows you to compare key financial metrics between Nuveen Select Tax-Free Income Portfolio and Nuveen Quality Municipal 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