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HLAL vs NRK

Comparison between WAHED FTSE USA SHARIAH ETF (HLAL, ETF) and Nuveen New York AMT-Free Quality Municipal Income Fund (NRK, ETF).

5-Year PerformanceHLAL has outperformed NRK, delivering a return of +13.9% compared to -0.8%

HLAL vs NRK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
HLAL
$914M
NRK
$914M
Expense Ratio
HLAL
0.50%
NRK
N/A
Max Drawdown
Winner
HLAL
33.57%
NRK
46.37%
Sharpe Ratio
Winner
HLAL
1.57
NRK
1.40
5Y Beta
HLAL
1.03
Winner
NRK
0.17
P/E Ratio
HLAL
31.46
NRK
N/A
Forward P/E
HLAL
21.86
NRK
N/A
PEG Ratio
HLAL
0.44
NRK
N/A
5Y Dividends CAGR
HLAL
2.62%
Winner
NRK
9.01%
5Y EPS CAGR
HLAL
32.96%
NRK
N/A
Debt to Equity
HLAL
49.99%
NRK
N/A
P/S Ratio
HLAL
5.40
NRK
N/A
P/B Ratio
HLAL
7.86
NRK
N/A

HLAL vs NRK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HLAL
+1.55%
NRK
-2.84%
3M
Winner
HLAL
+2.58%
NRK
+0.27%
6M
Winner
HLAL
+15.26%
NRK
+0.72%
1Y
Winner
HLAL
+31.00%
NRK
+17.52%
5Y(CAGR)
Winner
HLAL
+13.92%
NRK
-0.77%
10Y(CAGR)
HLAL
N/A
NRK
+1.71%
Max(CAGR)
Winner
HLAL
+17.16%
NRK
+3.94%

HLAL vs NRK - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearHLALNRK
2026+16.68%+5.63%
2025+19.23%+4.13%
2024+17.97%+5.74%
2023+31.61%+6.59%
2022-18.38%-21.42%
2021+30.00%+6.56%
2020+23.54%+3.94%
2019+10.97%+19.69%
2018N/A-6.11%
2017N/A+6.33%
2016N/A+3.57%
2015N/A+6.96%
2014N/A+11.31%
2013N/A-15.66%
2012N/A+11.87%
2011N/A+11.65%
2010N/A+3.48%
2009N/A+36.66%
2008N/A-20.43%
2007N/A-0.73%
2006N/A+11.71%
2005N/A+7.22%
2004N/A-5.53%
2003N/A+10.32%

HLAL vs NRK Drawdown Comparison

The maximum drawdown for HLAL was -33.57%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.

The maximum drawdown for NRK was -40.13%, occurring on Oct 10, 2008. Recovery took 397 trading sessions.

The current HLAL drawdown is -1.69%. The current NRK drawdown is -4.88%.

RankHLALNRK
#1-33.57%
Feb 19, 2020 - Jul 22, 2020
-40.13%
Jan 14, 2008 - Aug 11, 2009
#2-23.18%
Jan 3, 2022 - Jul 13, 2023
-31.05%
Aug 10, 2021 - Jul 1, 2026
#3-21.67%
Dec 16, 2024 - Jul 23, 2025
-24.00%
Nov 23, 2012 - Feb 11, 2016
#4-10.20%
Jan 28, 2026 - Apr 15, 2026
-23.09%
Feb 24, 2020 - Dec 30, 2020
#5-10.00%
Sep 2, 2020 - Nov 16, 2020
-21.71%
Mar 10, 2004 - Jul 18, 2005
#6-9.86%
Jul 31, 2023 - Dec 1, 2023
-15.65%
Sep 14, 2010 - Jan 18, 2012
#7-9.28%
Jul 10, 2024 - Nov 7, 2024
-13.07%
Aug 12, 2016 - May 1, 2019
#8-7.55%
Jun 2, 2026 - Jul 29, 2026
-12.56%
Jul 14, 2003 - Dec 31, 2003
#9-7.12%
Jul 24, 2019 - Sep 12, 2019
-11.79%
Jul 25, 2005 - Sep 27, 2006
#10-7.05%
Feb 12, 2021 - Apr 5, 2021
-11.55%
Mar 30, 2007 - Jan 14, 2008
#11-5.63%
Sep 2, 2021 - Oct 25, 2021
-7.62%
Mar 13, 2012 - Jul 2, 2012
#12-5.26%
Apr 9, 2024 - May 14, 2024
-7.50%
Oct 7, 2009 - Mar 3, 2010
#13-5.19%
Oct 29, 2025 - Nov 28, 2025
-4.88%
Jul 6, 2026 - Aug 21, 2026
#14-4.43%
Jan 25, 2021 - Feb 12, 2021
-4.24%
Feb 4, 2003 - Feb 27, 2003
#15-4.29%
May 7, 2021 - Jun 24, 2021
-4.21%
Sep 3, 2019 - Dec 23, 2019

Correlation

Correlation between HLAL and NRK is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31
-101

Dividend Comparison (2003 - 2026)

HLAL vs NRK dividend yield comparison.

YearHLALNRK
20260.13%5.35%
20250.53%8.21%
20240.58%6.74%
20230.72%4.06%
20221.15%5.41%
20210.78%4.18%
20200.97%4.15%
20190.72%3.98%
20180.00%4.68%
20170.00%4.85%
20160.00%5.37%
20150.00%5.44%
20140.00%6.27%
20130.00%5.86%
20120.00%4.40%
20110.00%4.80%
20100.00%5.60%
20090.00%4.98%
20080.00%6.39%
20070.00%4.84%
20060.00%4.77%
20050.00%5.73%
20040.00%6.52%
20030.00%5.34%

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