SCD vs. NAC
Compare and contrast key facts about LMP Capital and Income Fund Inc. (SCD) and Nuveen California Quality Municipal Income Fund (NAC).
SCD is managed by LMP. NAC is managed by Nuveen. It was launched on Dec 1, 1998.
Performance
SCD vs. NAC - Performance Comparison
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SCD vs. NAC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCD LMP Capital and Income Fund Inc. | 3.21% | -3.80% | 33.95% | 28.09% | -10.04% | 46.29% | -14.89% | 59.16% | -15.56% | 14.59% |
NAC Nuveen California Quality Municipal Income Fund | 0.49% | 13.09% | 8.67% | 4.47% | -25.66% | 7.62% | 6.29% | 22.27% | -6.23% | 6.79% |
Returns By Period
In the year-to-date period, SCD achieves a 3.21% return, which is significantly higher than NAC's 0.49% return. Over the past 10 years, SCD has outperformed NAC with an annualized return of 13.05%, while NAC has yielded a comparatively lower 2.00% annualized return.
SCD
- 1D
- 1.91%
- 1M
- -5.51%
- YTD
- 3.21%
- 6M
- 0.87%
- 1Y
- 5.03%
- 3Y*
- 17.99%
- 5Y*
- 14.88%
- 10Y*
- 13.05%
NAC
- 1D
- 2.19%
- 1M
- -2.80%
- YTD
- 0.49%
- 6M
- 5.14%
- 1Y
- 11.94%
- 3Y*
- 8.71%
- 5Y*
- 0.71%
- 10Y*
- 2.00%
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SCD vs. NAC - Expense Ratio Comparison
Return for Risk
SCD vs. NAC — Risk / Return Rank
SCD
NAC
SCD vs. NAC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LMP Capital and Income Fund Inc. (SCD) and Nuveen California Quality Municipal Income Fund (NAC). 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.
| SCD | NAC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 1.34 | -1.07 |
Sortino ratioReturn per unit of downside risk | 0.48 | 1.91 | -1.44 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.26 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.38 | 1.70 | -1.32 |
Martin ratioReturn relative to average drawdown | 1.09 | 6.04 | -4.95 |
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
| SCD | NAC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 1.34 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.07 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.16 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.37 | +0.09 |
Correlation
The correlation between SCD and NAC is 0.18, 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
SCD vs. NAC - Dividend Comparison
SCD's dividend yield for the trailing twelve months is around 9.62%, more than NAC's 7.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCD LMP Capital and Income Fund Inc. | 9.62% | 9.55% | 7.88% | 8.56% | 12.96% | 10.26% | 10.21% | 7.98% | 11.61% | 8.89% | 9.33% | 9.05% |
NAC Nuveen California Quality Municipal Income Fund | 7.57% | 7.47% | 6.63% | 4.03% | 5.47% | 4.18% | 4.17% | 4.38% | 5.34% | 5.54% | 6.25% | 6.05% |
Drawdowns
SCD vs. NAC - Drawdown Comparison
The maximum SCD drawdown since its inception was -62.40%, which is greater than NAC's maximum drawdown of -46.41%. Use the drawdown chart below to compare losses from any high point for SCD and NAC.
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Drawdown Indicators
| SCD | NAC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.40% | -46.41% | -15.99% |
Max Drawdown (1Y)Largest decline over 1 year | -15.61% | -7.32% | -8.29% |
Max Drawdown (5Y)Largest decline over 5 years | -23.41% | -36.31% | +12.90% |
Max Drawdown (10Y)Largest decline over 10 years | -60.76% | -36.31% | -24.45% |
Current DrawdownCurrent decline from peak | -6.33% | -5.72% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -10.10% | -8.44% | -1.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 2.06% | +3.32% |
Volatility
SCD vs. NAC - Volatility Comparison
LMP Capital and Income Fund Inc. (SCD) has a higher volatility of 5.14% compared to Nuveen California Quality Municipal Income Fund (NAC) at 3.62%. This indicates that SCD's price experiences larger fluctuations and is considered to be riskier than NAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCD | NAC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 3.62% | +1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 5.75% | +3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.14% | 8.99% | +10.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.87% | 10.75% | +9.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.34% | 12.27% | +11.07% |