PMF vs. NAD
Compare and contrast key facts about PIMCO Municipal Income Fund (PMF) and Nuveen Quality Municipal Income Fund (NAD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PMF or NAD.
Correlation
The correlation between PMF and NAD 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
PMF vs. NAD - Performance Comparison
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Key characteristics
PMF:
-0.36
NAD:
0.96
PMF:
-0.39
NAD:
1.32
PMF:
0.95
NAD:
1.18
PMF:
-0.14
NAD:
0.42
PMF:
-0.60
NAD:
3.08
PMF:
9.21%
NAD:
3.14%
PMF:
15.02%
NAD:
10.18%
PMF:
-60.20%
NAD:
-44.87%
PMF:
-35.29%
NAD:
-15.05%
Fundamentals
Returns By Period
In the year-to-date period, PMF achieves a -6.43% return, which is significantly lower than NAD's 0.54% return. Over the past 10 years, PMF has underperformed NAD with an annualized return of -0.41%, while NAD has yielded a comparatively higher 3.22% annualized return.
PMF
-6.43%
6.35%
-15.42%
-5.10%
-2.90%
-0.41%
NAD
0.54%
6.66%
-1.32%
9.77%
1.96%
3.22%
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Risk-Adjusted Performance
PMF vs. NAD — Risk-Adjusted Performance Rank
PMF
NAD
PMF vs. NAD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Municipal Income Fund (PMF) 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.
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Dividends
PMF vs. NAD - Dividend Comparison
PMF's dividend yield for the trailing twelve months is around 5.61%, less than NAD's 7.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMF PIMCO Municipal Income Fund | 5.61% | 5.61% | 5.40% | 6.21% | 4.26% | 5.26% | 4.81% | 5.71% | 5.67% | 6.78% | 6.31% | 6.80% |
NAD Nuveen Quality Municipal Income Fund | 7.73% | 6.63% | 4.13% | 5.58% | 4.43% | 4.41% | 4.40% | 5.37% | 5.42% | 6.05% | 5.96% | 6.20% |
Drawdowns
PMF vs. NAD - Drawdown Comparison
The maximum PMF drawdown since its inception was -60.20%, which is greater than NAD's maximum drawdown of -44.87%. Use the drawdown chart below to compare losses from any high point for PMF and NAD. For additional features, visit the drawdowns tool.
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Volatility
PMF vs. NAD - Volatility Comparison
PIMCO Municipal Income Fund (PMF) has a higher volatility of 5.62% compared to Nuveen Quality Municipal Income Fund (NAD) at 4.16%. This indicates that PMF's price experiences larger fluctuations and is considered to be riskier than NAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
PMF vs. NAD - Financials Comparison
This section allows you to compare key financial metrics between PIMCO Municipal Income Fund 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