SCMTX vs. NMTRX
Compare and contrast key facts about DWS Intermediate Tax-Free Fund (SCMTX) and Nuveen Municipal Total Return Managed Accounts (NMTRX).
SCMTX is managed by DWS. It was launched on Apr 11, 1983. NMTRX is managed by BlackRock. It was launched on May 30, 2007.
Performance
SCMTX vs. NMTRX - Performance Comparison
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SCMTX vs. NMTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCMTX DWS Intermediate Tax-Free Fund | -0.07% | 4.51% | 1.71% | 5.08% | -8.21% | 1.21% | 5.34% | 8.27% | 0.73% | 3.55% |
NMTRX Nuveen Municipal Total Return Managed Accounts | -0.12% | 3.90% | 1.99% | 6.21% | -11.98% | 2.69% | 5.25% | 9.26% | 1.06% | 7.41% |
Returns By Period
In the year-to-date period, SCMTX achieves a -0.07% return, which is significantly higher than NMTRX's -0.12% return. Over the past 10 years, SCMTX has underperformed NMTRX with an annualized return of 1.95%, while NMTRX has yielded a comparatively higher 2.27% annualized return.
SCMTX
- 1D
- 0.18%
- 1M
- -2.05%
- YTD
- -0.07%
- 6M
- 1.43%
- 1Y
- 4.37%
- 3Y*
- 2.88%
- 5Y*
- 0.81%
- 10Y*
- 1.95%
NMTRX
- 1D
- 0.20%
- 1M
- -1.97%
- YTD
- -0.12%
- 6M
- 1.65%
- 1Y
- 3.78%
- 3Y*
- 3.22%
- 5Y*
- 0.38%
- 10Y*
- 2.27%
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SCMTX vs. NMTRX - Expense Ratio Comparison
SCMTX has a 0.48% expense ratio, which is higher than NMTRX's 0.05% expense ratio.
Return for Risk
SCMTX vs. NMTRX — Risk / Return Rank
SCMTX
NMTRX
SCMTX vs. NMTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Intermediate Tax-Free Fund (SCMTX) and Nuveen Municipal Total Return Managed Accounts (NMTRX). 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.
| SCMTX | NMTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.84 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.16 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.23 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 0.99 | +0.43 |
Martin ratioReturn relative to average drawdown | 5.07 | 2.89 | +2.18 |
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
| SCMTX | NMTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.84 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.10 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.52 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.48 | 0.97 | +0.51 |
Correlation
The correlation between SCMTX and NMTRX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SCMTX vs. NMTRX - Dividend Comparison
SCMTX's dividend yield for the trailing twelve months is around 3.62%, less than NMTRX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCMTX DWS Intermediate Tax-Free Fund | 3.62% | 3.26% | 2.90% | 2.16% | 1.70% | 2.22% | 3.65% | 5.20% | 2.95% | 2.64% | 2.56% | 2.53% |
NMTRX Nuveen Municipal Total Return Managed Accounts | 4.19% | 4.46% | 3.55% | 3.67% | 3.28% | 2.73% | 2.92% | 3.20% | 3.47% | 3.28% | 3.71% | 3.91% |
Drawdowns
SCMTX vs. NMTRX - Drawdown Comparison
The maximum SCMTX drawdown since its inception was -12.59%, smaller than the maximum NMTRX drawdown of -16.36%. Use the drawdown chart below to compare losses from any high point for SCMTX and NMTRX.
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Drawdown Indicators
| SCMTX | NMTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.59% | -16.36% | +3.77% |
Max Drawdown (1Y)Largest decline over 1 year | -3.56% | -4.75% | +1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -12.59% | -16.36% | +3.77% |
Max Drawdown (10Y)Largest decline over 10 years | -12.59% | -16.36% | +3.77% |
Current DrawdownCurrent decline from peak | -2.31% | -2.25% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -1.45% | -2.93% | +1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 1.62% | -0.63% |
Volatility
SCMTX vs. NMTRX - Volatility Comparison
DWS Intermediate Tax-Free Fund (SCMTX) and Nuveen Municipal Total Return Managed Accounts (NMTRX) have volatilities of 1.03% and 1.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCMTX | NMTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.03% | 1.07% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 1.55% | 1.82% | -0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.67% | 4.93% | -1.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.07% | 3.97% | -0.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.30% | 4.38% | -1.08% |