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NAC vs TY

Comparison between Nuveen California Quality Municipal Income Fund (NAC, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceTY has outperformed NAC, delivering a return of +11.1% compared to -0.2%

NAC vs TY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NAC
$1.90B
Winner
TY
$2B
Max Drawdown
Winner
NAC
53.70%
TY
78.22%
Sharpe Ratio
NAC
1.20
Winner
TY
1.49
5Y Beta
Winner
NAC
0.14
TY
0.70
5Y Dividends CAGR
NAC
7.86%
Winner
TY
12.25%

NAC vs TY - Historical Returns

Returns include dividend reinvestment.

1M
NAC
-1.58%
Winner
TY
+2.38%
3M
NAC
+0.52%
Winner
TY
+4.77%
6M
NAC
+3.71%
Winner
TY
+9.49%
1Y
NAC
+13.24%
Winner
TY
+20.16%
5Y(CAGR)
NAC
-0.22%
Winner
TY
+11.08%
10Y(CAGR)
NAC
+1.82%
Winner
TY
+13.99%
Max(CAGR)
NAC
+5.67%
Winner
TY
+6.16%

NAC vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNACTY
2026+4.35%+11.37%
2025+11.67%+17.62%
2024+8.68%+22.64%
2023+3.70%+17.19%
2022-25.50%-16.33%
2021+7.55%+31.10%
2020+6.05%+12.05%
2019+20.38%+28.15%
2018-6.49%-5.84%
2017+6.56%+27.70%
2016-3.29%+16.71%
2015+9.41%-2.05%
2014+24.72%+11.95%
2013-16.01%+26.03%
2012+20.46%+15.67%
2011+25.12%+4.25%
2010+5.90%+20.29%
2009+30.62%+16.94%
2008-22.57%-44.86%
2007-11.93%+3.50%
2006+3.46%+20.29%
2005+15.65%+4.01%
2004+4.51%+12.95%
2003+11.16%+21.39%
2002+9.23%-28.57%
2001+9.47%-3.49%
2000+22.89%-21.17%
1999-13.99%-8.03%

NAC vs TY Drawdown Comparison

The maximum drawdown for NAC was -46.34%, occurring on Dec 12, 2008. Recovery took 607 trading sessions.

The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.

The current NAC drawdown is -2.23%.

RankNACTY
#1-46.34%
May 8, 2007 - Oct 2, 2009
-67.68%
Dec 7, 1999 - Oct 18, 2013
#2-36.30%
Sep 14, 2021 - Jul 1, 2026
-38.60%
Feb 12, 2020 - Nov 13, 2020
#3-28.72%
Feb 21, 2020 - Dec 7, 2020
-20.75%
Dec 27, 2021 - Feb 9, 2024
#4-24.55%
Jan 4, 2013 - Oct 30, 2014
-17.72%
Apr 24, 2015 - Jul 13, 2016
#5-18.84%
Jul 8, 2016 - Jul 18, 2019
-17.66%
Oct 1, 2018 - Apr 3, 2019
#6-17.75%
Sep 9, 2010 - Sep 1, 2011
-16.08%
Jan 24, 2025 - Jun 27, 2025
#7-15.95%
Nov 2, 1999 - Jul 7, 2000
-8.00%
Jan 24, 2018 - Aug 7, 2018
#8-15.23%
Mar 11, 2004 - Oct 15, 2004
-7.84%
Sep 5, 2014 - Nov 3, 2014
#9-10.99%
Jun 13, 2003 - Jan 14, 2004
-6.80%
Feb 10, 2026 - Apr 14, 2026
#10-10.27%
Oct 8, 2009 - May 5, 2010
-6.34%
Jul 31, 2024 - Aug 19, 2024
#11-8.73%
Nov 15, 2001 - Jul 9, 2002
-6.33%
Dec 26, 2013 - Mar 31, 2014
#12-8.50%
Sep 7, 2000 - Dec 22, 2000
-6.25%
May 3, 2019 - Jun 20, 2019
#13-8.45%
Feb 29, 2012 - May 3, 2012
-5.93%
Jul 29, 2019 - Oct 25, 2019
#14-7.68%
Sep 3, 2019 - Jan 30, 2020
-5.06%
Mar 28, 2024 - May 20, 2024
#15-7.64%
Jan 31, 2001 - Jul 18, 2001
-4.55%
Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between NAC and TY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

NAC vs TY dividend yield comparison.

YearNACTY
20264.28%1.60%
20257.47%11.97%
20246.63%10.61%
20234.03%4.36%
20225.47%8.71%
20214.18%14.13%
20204.17%6.25%
20194.38%6.86%
20185.34%8.13%
20175.54%4.69%
20166.25%4.12%
20156.05%4.05%
20145.61%3.51%
20136.92%3.38%
20125.72%3.74%
20116.38%1.93%
20107.16%1.81%
20096.40%3.32%
200810.52%21.44%
20076.01%11.69%
20065.77%1.25%
20056.22%1.29%
20046.92%1.26%
20036.26%1.04%
20026.47%1.96%
20016.21%7.43%
20006.07%1.56%
19991.19%0.43%

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