StockComparison Logo
vs

MUJ vs NKX

Comparison between BlackRock MuniHoldings New Jersey Quality Fund Inc (MUJ, ETF) and Nuveen California AMT-Free Quality Municipal Income Fund (NKX, ETF).

5-Year PerformanceMUJ has outperformed NKX, delivering a return of -0.0% compared to -0.4%

MUJ vs NKX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MUJ
$654M
Winner
NKX
$654M
Max Drawdown
Winner
MUJ
47.31%
NKX
48.99%
Sharpe Ratio
Winner
MUJ
1.42
NKX
0.73
5Y Beta
MUJ
0.21
Winner
NKX
0.13
5Y Dividends CAGR
MUJ
-1.34%
Winner
NKX
8.20%

MUJ vs NKX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MUJ
+2.44%
NKX
+0.33%
3M
Winner
MUJ
+2.74%
NKX
-1.66%
6M
Winner
MUJ
+1.28%
NKX
-1.95%
1Y
Winner
MUJ
+17.16%
NKX
+10.58%
5Y(CAGR)
Winner
MUJ
-0.03%
NKX
-0.40%
10Y(CAGR)
Winner
MUJ
+2.40%
NKX
+1.77%
Max(CAGR)
Winner
MUJ
+5.70%
NKX
+4.83%

MUJ vs NKX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMUJNKX
2026+6.45%+2.14%
2025+12.32%+4.64%
2024+1.48%+16.57%
2023+5.81%-3.34%
2022-25.72%-18.48%
2021+16.08%+4.57%
2020+6.09%+7.61%
2019+17.37%+23.74%
2018-8.68%-13.29%
2017+9.28%+12.78%
2016+1.85%-1.75%
2015+5.06%+11.55%
2014+16.91%+28.02%
2013-17.73%-13.32%
2012+12.41%+6.03%
2011+24.95%+28.66%
2010+4.59%+2.31%
2009+37.41%+26.36%
2008-20.84%-24.06%
2007-8.12%+0.18%
2006+2.99%+14.75%
2005+9.77%+0.57%
2004+10.58%+9.14%
2003+10.72%+0.81%
2002+11.02%N/A
2001+12.40%N/A
2000+6.49%N/A
1999-3.69%N/A

MUJ vs NKX Drawdown Comparison

The maximum drawdown for MUJ was -41.68%, occurring on Oct 10, 2008. Recovery took 584 trading sessions.

The maximum drawdown for NKX was -43.86%, occurring on Oct 10, 2008. Recovery took 422 trading sessions.

The current MUJ drawdown is -1.45%. The current NKX drawdown is -3.70%.

RankMUJNKX
#1-41.68%
May 2, 2007 - Aug 25, 2009
-43.86%
Jan 14, 2008 - Sep 16, 2009
#2-32.68%
Sep 22, 2021 - Oct 26, 2023
-35.62%
Nov 12, 2021 - Feb 11, 2026
#3-26.75%
Feb 13, 2020 - Aug 10, 2020
-27.52%
Feb 7, 2020 - Aug 10, 2020
#4-22.63%
Jan 10, 2013 - Feb 2, 2015
-23.95%
Nov 30, 2012 - Dec 10, 2014
#5-16.01%
Nov 2, 2010 - Nov 1, 2011
-19.95%
Sep 8, 2016 - Jul 19, 2019
#6-15.43%
Jul 8, 2016 - Jul 12, 2019
-19.40%
Aug 16, 2010 - Oct 27, 2011
#7-15.37%
Apr 6, 2000 - Jan 2, 2001
-15.06%
Jun 13, 2003 - Sep 20, 2004
#8-13.31%
Mar 11, 2004 - Aug 25, 2004
-12.43%
Apr 23, 2007 - Jan 14, 2008
#9-12.13%
Feb 3, 2015 - Jan 5, 2016
-9.74%
Feb 11, 2026 - Mar 30, 2026
#10-12.12%
Nov 8, 1999 - Apr 5, 2000
-9.66%
Oct 8, 2009 - Jun 18, 2010
#11-11.16%
Jun 19, 2003 - Jan 12, 2004
-9.63%
Jun 2, 2006 - Oct 4, 2006
#12-9.23%
Feb 14, 2005 - May 23, 2005
-8.70%
May 31, 2005 - Jan 23, 2006
#13-9.13%
Sep 30, 2002 - Mar 3, 2003
-7.75%
Feb 15, 2012 - May 1, 2012
#14-8.76%
Dec 14, 2005 - Sep 21, 2006
-7.27%
Jan 30, 2015 - Oct 8, 2015
#15-7.69%
Mar 13, 2012 - Jul 6, 2012
-6.76%
Mar 14, 2005 - May 31, 2005

Correlation

Correlation between MUJ and NKX is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2000 - 2026)

MUJ vs NKX dividend yield comparison.

YearMUJNKX
20263.52%4.91%
20255.45%7.33%
20245.53%6.14%
20234.13%4.38%
20226.40%5.17%
20214.77%4.21%
20204.78%4.05%
20194.03%4.06%
20185.34%5.25%
20175.55%5.06%
20166.01%6.18%
20155.69%5.66%
20146.14%5.24%
20136.81%7.03%
20125.33%5.64%
20115.64%5.62%
20106.46%6.56%
20095.52%5.91%
20086.33%7.35%
20075.41%4.93%
20065.27%4.85%
20056.11%5.87%
20046.27%6.27%
20036.25%5.83%
20026.31%0.00%
20015.87%0.00%
20002.50%0.00%

Select Stocks to Compare