NAN vs FXE

Comparison between Nuveen New York Quality Municipal Income Fund (NAN, ETF) and Invesco CurrencyShares Euro Trust (FXE, ETF).

5-Year PerformanceNAN has outperformed FXE, delivering a return of +0.6% compared to +0.1%

NAN vs FXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NAN(ETF)	FXE(ETF)
Net Assets	$375M	$374M
Expense Ratio	N/A	0.40%
Max Drawdown	52.20%	44.67%
Sharpe Ratio	0.96	-0.77
5Y Beta	0.15	-0.00
5Y Dividends CAGR	8.26%	N/A

Net Assets

Winner

NAN

$375M

FXE

$374M

Expense Ratio

NAN

N/A

FXE

0.40%

Max Drawdown

NAN

52.20%

Winner

FXE

44.67%

Sharpe Ratio

Winner

NAN

0.96

FXE

-0.77

5Y Beta

NAN

0.15

Winner

FXE

-0.00

5Y Dividends CAGR

NAN

8.26%

FXE

N/A

NAN vs FXE - Historical Returns

Returns include dividend reinvestment.

Period	NAN	FXE
1 month	-0.37%	-0.12%
3 months	+3.16%	-2.58%
6 months	+5.40%	-2.10%
1 year	+10.94%	-1.75%
5 years(CAGR)	+0.61%	+0.10%
10 years(CAGR)	+2.11%	+0.31%
Max(CAGR)	+5.02%	+0.08%

NAN

-0.37%

Winner

FXE

-0.12%

Winner

NAN

+3.16%

FXE

-2.58%

Winner

NAN

+5.40%

FXE

-2.10%

Winner

NAN

+10.94%

FXE

-1.75%

5Y(CAGR)

Winner

NAN

+0.61%

FXE

+0.10%

10Y(CAGR)

Winner

NAN

+2.11%

FXE

+0.31%

Max(CAGR)

Winner

NAN

+5.02%

FXE

+0.08%

NAN vs FXE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NAN	FXE
2026	+6.25%	-2.28%
2025	+5.91%	+15.55%
2024	+10.20%	-3.36%
2023	+7.05%	+6.37%
2022	-23.18%	-5.88%
2021	+8.93%	-8.08%
2020	+3.55%	+8.40%
2019	+19.54%	-1.97%
2018	-7.08%	-5.78%
2017	+8.29%	+14.54%
2016	+0.31%	-3.55%
2015	+11.41%	-9.98%
2014	+12.81%	-11.81%
2013	-13.50%	+3.90%
2012	+12.99%	+0.72%
2011	+16.03%	-2.84%
2010	+5.40%	-7.48%
2009	+36.13%	+3.32%
2008	-25.46%	-2.02%
2007	-9.86%	+14.49%
2006	+0.39%	+12.27%
2005	+14.67%	-0.88%
2004	+3.72%	N/A
2003	+15.05%	N/A
2002	+10.82%	N/A
2001	+6.42%	N/A
2000	+8.59%	N/A
1999	-9.22%	N/A

NAN vs FXE Drawdown Comparison

The maximum drawdown for NAN was -44.95%, occurring on Oct 10, 2008. Recovery took 767 trading sessions.

The maximum drawdown for FXE was -43.32%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current NAN drawdown is -1.73%. The current FXE drawdown is -29.11%.

Rank	NAN	FXE
#1	-44.95% Feb 7, 2007 - Feb 24, 2010	-43.32% Jul 11, 2008 - Sep 27, 2022
#2	-34.64% Aug 18, 2021 - Jun 22, 2026	-3.60% Nov 26, 2007 - Jan 14, 2008
#3	-24.81% Mar 5, 2020 - Dec 8, 2020	-3.54% Jan 23, 2006 - Apr 4, 2006
#4	-21.32% Dec 5, 2012 - Nov 20, 2015	-3.49% Apr 22, 2008 - Jul 2, 2008
#5	-17.70% Mar 1, 2004 - Jan 14, 2005	-3.04% Jun 2, 2006 - Aug 4, 2006
#6	-15.65% Jul 27, 2016 - Jun 14, 2019	-3.01% Dec 1, 2006 - Mar 15, 2007
#7	-14.48% Nov 2, 1999 - Dec 29, 2000	-2.74% Jan 30, 2008 - Feb 26, 2008
#8	-13.00% Nov 9, 2010 - Nov 7, 2011	-2.73% Jul 20, 2007 - Sep 7, 2007
#9	-9.86% Jun 30, 2003 - Dec 29, 2003	-2.63% Aug 21, 2006 - Nov 9, 2006
#10	-8.45% Oct 1, 2002 - Apr 28, 2003	-2.25% Apr 27, 2007 - Jul 2, 2007
#11	-8.11% Mar 1, 2006 - Jan 19, 2007	-2.09% Mar 17, 2008 - Mar 26, 2008
#12	-7.75% Sep 20, 2005 - Dec 23, 2005	-1.72% Jan 14, 2008 - Jan 30, 2008
#13	-7.00% Feb 27, 2002 - Jun 5, 2002	-1.52% Apr 5, 2006 - Apr 18, 2006
#14	-6.48% Nov 16, 2001 - Feb 22, 2002	-1.51% May 12, 2006 - Jun 2, 2006
#15	-6.03% Jan 25, 2005 - Apr 27, 2005	-1.47% Dec 16, 2005 - Jan 3, 2006

Correlation

Correlation between NAN and FXE is -0.73 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.73

-101

Dividend Comparison (2000 - 2026)

NAN vs FXE dividend yield comparison.

Year	NAN	FXE
2026	4.31%	0.44%
2025	7.67%	0.94%
2024	6.45%	2.28%
2023	4.12%	1.49%
2022	5.27%	0.01%
2021	4.15%	0.00%
2020	4.30%	0.00%
2019	4.06%	0.00%
2018	4.79%	0.00%
2017	5.13%	0.00%
2016	5.74%	0.00%
2015	5.54%	0.00%
2014	5.59%	0.00%
2013	5.96%	0.00%
2012	4.92%	0.00%
2011	5.10%	0.23%
2010	6.36%	0.01%
2009	5.62%	0.34%
2008	8.34%	3.57%
2007	6.03%	3.01%
2006	6.00%	1.97%
2005	6.99%	0.00%
2004	6.37%	0.00%
2003	6.05%	0.00%
2002	5.86%	0.00%
2001	5.69%	0.00%
2000	2.41%	0.00%