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NXP vs. NDMO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NXP and NDMO is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

NXP vs. NDMO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Select Tax-Free Income Portfolio (NXP) and Nuveen Dynamic Municipal Opportunities Fund (NDMO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

NXP:

9.20%

NDMO:

8.57%

Max Drawdown

NXP:

-27.60%

NDMO:

-0.10%

Current Drawdown

NXP:

-11.38%

NDMO:

0.00%

Fundamentals

Market Cap

NXP:

$700.37M

NDMO:

$602.77M

EPS

NXP:

$1.57

NDMO:

$2.03

PE Ratio

NXP:

9.07

NDMO:

4.99

PS Ratio

NXP:

22.35

NDMO:

4.94

PB Ratio

NXP:

0.96

NDMO:

0.91

Returns By Period


NXP

YTD

-4.64%

1M

4.64%

6M

-0.90%

1Y

3.54%

5Y*

2.75%

10Y*

4.03%

NDMO

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

NXP vs. NDMO — Risk-Adjusted Performance Rank

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

NXP
The Risk-Adjusted Performance Rank of NXP is 5757
Overall Rank
The Sharpe Ratio Rank of NXP is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of NXP is 5454
Sortino Ratio Rank
The Omega Ratio Rank of NXP is 5353
Omega Ratio Rank
The Calmar Ratio Rank of NXP is 5858
Calmar Ratio Rank
The Martin Ratio Rank of NXP is 6363
Martin Ratio Rank

NDMO
The Risk-Adjusted Performance Rank of NDMO is 4343
Overall Rank
The Sharpe Ratio Rank of NDMO is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of NDMO is 3535
Sortino Ratio Rank
The Omega Ratio Rank of NDMO is 3535
Omega Ratio Rank
The Calmar Ratio Rank of NDMO is 4949
Calmar Ratio Rank
The Martin Ratio Rank of NDMO is 4747
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.

NXP vs. NDMO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Select Tax-Free Income Portfolio (NXP) and Nuveen Dynamic Municipal Opportunities Fund (NDMO). 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.



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Dividends

NXP vs. NDMO - Dividend Comparison

NXP's dividend yield for the trailing twelve months is around 4.36%, while NDMO has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
NXP
Nuveen Select Tax-Free Income Portfolio
4.36%4.02%3.98%3.97%3.45%3.10%3.36%3.92%3.83%4.00%4.03%4.44%
NDMO
Nuveen Dynamic Municipal Opportunities Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

NXP vs. NDMO - Drawdown Comparison

The maximum NXP drawdown since its inception was -27.60%, which is greater than NDMO's maximum drawdown of -0.10%. Use the drawdown chart below to compare losses from any high point for NXP and NDMO. For additional features, visit the drawdowns tool.


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Volatility

NXP vs. NDMO - Volatility Comparison


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Financials

NXP vs. NDMO - Financials Comparison

This section allows you to compare key financial metrics between Nuveen Select Tax-Free Income Portfolio and Nuveen Dynamic Municipal Opportunities 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.


Quarterly
Annual

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


2.00M4.00M6.00M8.00M10.00M12.00M14.00M16.00MAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJuly
15.98M
(NXP) Total Revenue
(NDMO) Total Revenue
Values in USD except per share items