NBH vs BGT

Comparison between Neuberger Berman Municipal Fund Inc (NBH, ETF) and BlackRock Floating Rate Income Trust (BGT, ETF).

5-Year PerformanceBGT has outperformed NBH, delivering a return of +6.9% compared to -2.9%

NBH vs BGT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBH(ETF)	BGT(ETF)
Net Assets	$333M	$333M
Max Drawdown	49.69%	64.14%
Sharpe Ratio	0.97	-0.70
5Y Beta	0.19	0.35
5Y Dividends CAGR	-1.21%	13.69%

Net Assets

Winner

NBH

$333M

BGT

$333M

Max Drawdown

Winner

NBH

49.69%

BGT

64.14%

Sharpe Ratio

Winner

NBH

0.97

BGT

-0.70

5Y Beta

Winner

NBH

0.19

BGT

0.35

5Y Dividends CAGR

NBH

-1.21%

Winner

BGT

13.69%

NBH vs BGT - Historical Returns

Returns include dividend reinvestment.

Period	NBH	BGT
1 month	+0.13%	+1.79%
3 months	+1.77%	+1.22%
6 months	+3.78%	-0.50%
1 year	+12.73%	-3.20%
5 years(CAGR)	-2.92%	+6.90%
10 years(CAGR)	+0.38%	+6.35%
Max(CAGR)	+3.98%	+5.35%

NBH

+0.13%

Winner

BGT

+1.79%

Winner

NBH

+1.77%

BGT

+1.22%

Winner

NBH

+3.78%

BGT

-0.50%

Winner

NBH

+12.73%

BGT

-3.20%

5Y(CAGR)

NBH

-2.92%

Winner

BGT

+6.90%

10Y(CAGR)

NBH

+0.38%

Winner

BGT

+6.35%

Max(CAGR)

NBH

+3.98%

Winner

BGT

+5.35%

NBH vs BGT - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	NBH	BGT
2026	+5.72%	+2.41%
2025	+3.72%	-1.46%
2024	+5.10%	+17.10%
2023	+2.61%	+25.02%
2022	-28.53%	-14.22%
2021	+4.67%	+26.55%
2020	+4.47%	-1.30%
2019	+25.05%	+17.15%
2018	-9.40%	-13.82%
2017	-2.94%	+4.04%
2016	+9.20%	+19.09%
2015	+7.37%	+2.40%
2014	+17.41%	-2.37%
2013	-9.28%	-3.09%
2012	+6.63%	+19.80%
2011	+21.40%	-11.00%
2010	+10.30%	+28.58%
2009	+22.48%	+80.65%
2008	-8.12%	-41.10%
2007	-1.92%	-10.63%
2006	+9.24%	+21.74%
2005	+7.01%	-1.79%
2004	+2.11%	-4.99%
2003	+5.39%	N/A
2002	-9.14%	N/A

NBH vs BGT Drawdown Comparison

The maximum drawdown for NBH was -43.50%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The maximum drawdown for BGT was -58.00%, occurring on Dec 15, 2008. Recovery took 643 trading sessions.

The current NBH drawdown is -22.09%. The current BGT drawdown is -4.19%.

Rank	NBH	BGT
#1	-43.50% Aug 27, 2021 - Oct 25, 2023	-58.00% Jul 9, 2007 - Jan 26, 2010
#2	-32.21% Feb 25, 2020 - Jan 11, 2021	-41.92% Jan 23, 2020 - Jan 15, 2021
#3	-26.07% Jan 16, 2008 - Jan 5, 2009	-24.68% Dec 31, 2010 - Sep 12, 2012
#4	-21.60% Nov 23, 2012 - Dec 4, 2014	-23.18% Dec 29, 2021 - Dec 14, 2023
#5	-18.63% Aug 23, 2016 - Jul 17, 2019	-15.97% Mar 2, 2010 - Oct 1, 2010
#6	-16.00% Mar 17, 2004 - Jun 16, 2005	-15.96% Mar 16, 2018 - Dec 4, 2019
#7	-13.79% Nov 1, 2002 - May 8, 2003	-15.93% Dec 16, 2024 - Jul 2, 2025
#8	-12.64% Jul 3, 2003 - Feb 27, 2004	-15.48% May 22, 2013 - Aug 24, 2016
#9	-12.16% Oct 26, 2010 - Aug 17, 2011	-11.68% Sep 22, 2004 - Feb 10, 2006
#10	-10.82% Jan 5, 2009 - May 19, 2009	-11.08% Aug 1, 2025 - Mar 27, 2026
#11	-8.96% Sep 27, 2006 - Jan 14, 2008	-8.95% Oct 19, 2012 - Jan 3, 2013
#12	-8.21% Feb 24, 2012 - Mar 30, 2012	-8.30% May 15, 2024 - Oct 30, 2024
#13	-7.71% Aug 2, 2012 - Sep 17, 2012	-6.41% Apr 25, 2017 - Jan 2, 2018
#14	-7.43% Jan 28, 2015 - Oct 6, 2015	-6.10% Oct 14, 2010 - Nov 30, 2010
#15	-7.39% Feb 9, 2021 - Apr 15, 2021	-5.68% Feb 6, 2007 - Apr 5, 2007

Correlation

Correlation between NBH and BGT is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2002 - 2026)

NBH vs BGT dividend yield comparison.

Year	NBH	BGT
2026	3.13%	7.86%
2025	6.43%	12.74%
2024	5.33%	11.23%
2023	4.49%	10.36%
2022	6.14%	6.87%
2021	4.89%	5.55%
2020	4.93%	7.58%
2019	4.86%	6.33%
2018	6.04%	6.64%
2017	5.53%	5.03%
2016	5.54%	5.03%
2015	5.73%	6.04%
2014	5.47%	6.65%
2013	5.98%	6.41%
2012	4.76%	7.08%
2011	5.28%	8.11%
2010	6.00%	6.15%
2009	5.18%	6.90%
2008	5.73%	23.76%
2007	5.15%	10.08%
2006	5.73%	7.60%
2005	5.99%	7.13%
2004	6.07%	2.00%
2003	5.89%	0.00%
2002	0.98%	0.00%