AGGY vs NRK
Comparison between WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF) and Nuveen New York AMT-Free Quality Municipal Income Fund (NRK, ETF).
5-Year PerformanceAGGY has outperformed NRK, delivering a return of -0.5% compared to -0.8%
AGGY vs NRK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AGGY vs NRK - Historical Returns
Returns include dividend reinvestment.
AGGY vs NRK - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | AGGY | NRK |
|---|---|---|
| 2026 | -0.41% | +5.63% |
| 2025 | +7.43% | +4.13% |
| 2024 | +2.28% | +5.74% |
| 2023 | +6.76% | +6.59% |
| 2022 | -14.68% | -21.42% |
| 2021 | -1.57% | +6.56% |
| 2020 | +5.67% | +3.94% |
| 2019 | +11.67% | +19.69% |
| 2018 | -1.38% | -6.11% |
| 2017 | +5.09% | +6.33% |
| 2016 | +4.40% | +3.57% |
| 2015 | -0.59% | +6.96% |
| 2014 | N/A | +11.31% |
| 2013 | N/A | -15.66% |
| 2012 | N/A | +11.87% |
| 2011 | N/A | +11.65% |
| 2010 | N/A | +3.48% |
| 2009 | N/A | +36.66% |
| 2008 | N/A | -20.43% |
| 2007 | N/A | -0.73% |
| 2006 | N/A | +11.71% |
| 2005 | N/A | +7.22% |
| 2004 | N/A | -5.53% |
| 2003 | N/A | +10.32% |
AGGY vs NRK Drawdown Comparison
The maximum drawdown for AGGY was -20.98%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The maximum drawdown for NRK was -40.13%, occurring on Oct 10, 2008. Recovery took 397 trading sessions.
The current AGGY drawdown is -3.24%. The current NRK drawdown is -4.88%.
| Rank | AGGY | NRK |
|---|---|---|
| #1 | -20.98% Aug 6, 2020 - Oct 24, 2022 | -40.13% Jan 14, 2008 - Aug 11, 2009 |
| #2 | -13.53% Mar 6, 2020 - Jul 9, 2020 | -31.05% Aug 10, 2021 - Jul 1, 2026 |
| #3 | -4.96% Sep 7, 2016 - Jun 26, 2017 | -24.00% Nov 23, 2012 - Feb 11, 2016 |
| #4 | -4.15% Dec 15, 2017 - Feb 8, 2019 | -23.09% Feb 24, 2020 - Dec 30, 2020 |
| #5 | -2.17% Sep 4, 2019 - Jan 3, 2020 | -21.71% Mar 10, 2004 - Jul 18, 2005 |
| #6 | -1.97% Oct 27, 2015 - Feb 8, 2016 | -15.65% Sep 14, 2010 - Jan 18, 2012 |
| #7 | -1.32% Jun 26, 2017 - Jul 21, 2017 | -13.07% Aug 12, 2016 - May 1, 2019 |
| #8 | -1.05% Feb 11, 2016 - Mar 14, 2016 | -12.56% Jul 14, 2003 - Dec 31, 2003 |
| #9 | -1.04% May 11, 2016 - Jun 3, 2016 | -11.79% Jul 25, 2005 - Sep 27, 2006 |
| #10 | -1.00% Sep 7, 2017 - Dec 13, 2017 | -11.55% Mar 30, 2007 - Jan 14, 2008 |
| #11 | -0.95% Jul 3, 2019 - Aug 1, 2019 | -7.62% Mar 13, 2012 - Jul 2, 2012 |
| #12 | -0.77% Jul 29, 2016 - Aug 22, 2016 | -7.50% Oct 7, 2009 - Mar 3, 2010 |
| #13 | -0.72% Aug 24, 2015 - Oct 5, 2015 | -4.88% Jul 6, 2026 - Aug 21, 2026 |
| #14 | -0.62% Jul 9, 2015 - Aug 24, 2015 | -4.24% Feb 4, 2003 - Feb 27, 2003 |
| #15 | -0.62% Mar 28, 2019 - Apr 26, 2019 | -4.21% Sep 3, 2019 - Dec 23, 2019 |
Correlation
Correlation between AGGY and NRK is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
AGGY vs NRK dividend yield comparison.
| Year | AGGY | NRK |
|---|---|---|
| 2026 | 2.63% | 5.35% |
| 2025 | 4.48% | 8.21% |
| 2024 | 4.38% | 6.74% |
| 2023 | 3.78% | 4.06% |
| 2022 | 2.77% | 5.41% |
| 2021 | 2.10% | 4.18% |
| 2020 | 2.96% | 4.15% |
| 2019 | 3.02% | 3.98% |
| 2018 | 3.36% | 4.68% |
| 2017 | 2.78% | 4.85% |
| 2016 | 3.19% | 5.37% |
| 2015 | 1.27% | 5.44% |
| 2014 | 0.00% | 6.27% |
| 2013 | 0.00% | 5.86% |
| 2012 | 0.00% | 4.40% |
| 2011 | 0.00% | 4.80% |
| 2010 | 0.00% | 5.60% |
| 2009 | 0.00% | 4.98% |
| 2008 | 0.00% | 6.39% |
| 2007 | 0.00% | 4.84% |
| 2006 | 0.00% | 4.77% |
| 2005 | 0.00% | 5.73% |
| 2004 | 0.00% | 6.52% |
| 2003 | 0.00% | 5.34% |
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