NBH vs CPLB

Comparison between Neuberger Berman Municipal Fund Inc (NBH, ETF) and NYLI MACKAY CORE PLUS BOND ETF (CPLB, ETF).

5-Year PerformanceCPLB has outperformed NBH, delivering a return of +0.8% compared to -3.1%

NBH vs CPLB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBH(ETF)	CPLB(ETF)
Net Assets	$333M	$333M
Expense Ratio	N/A	0.30%
Max Drawdown	49.69%	23.33%
Sharpe Ratio	0.86	0.38
5Y Beta	0.20	0.04
5Y Dividends CAGR	-1.21%	N/A

Net Assets

NBH

$333M

Winner

CPLB

$333M

Expense Ratio

NBH

N/A

CPLB

0.30%

Max Drawdown

NBH

49.69%

Winner

CPLB

23.33%

Sharpe Ratio

Winner

NBH

0.86

CPLB

0.38

5Y Beta

NBH

0.20

Winner

CPLB

0.04

5Y Dividends CAGR

NBH

-1.21%

CPLB

N/A

NBH vs CPLB - Historical Returns

Returns include dividend reinvestment.

Period	NBH	CPLB
1 month	+0.33%	+0.42%
3 months	+3.18%	+0.41%
6 months	+4.40%	+1.35%
1 year	+11.63%	+5.07%
5 years(CAGR)	-3.08%	+0.81%
10 years(CAGR)	+0.70%	N/A
Max(CAGR)	+3.98%	+0.81%

NBH

+0.33%

Winner

CPLB

+0.42%

Winner

NBH

+3.18%

CPLB

+0.41%

Winner

NBH

+4.40%

CPLB

+1.35%

Winner

NBH

+11.63%

CPLB

+5.07%

5Y(CAGR)

NBH

-3.08%

Winner

CPLB

+0.81%

10Y(CAGR)

NBH

+0.70%

CPLB

N/A

Max(CAGR)

Winner

NBH

+3.98%

CPLB

+0.81%

NBH vs CPLB - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	NBH	CPLB
2026	+5.28%	+0.99%
2025	+3.72%	+7.64%
2024	+5.10%	+4.53%
2023	+2.61%	+6.60%
2022	-28.53%	-14.05%
2021	+4.67%	+0.38%
2020	+4.47%	N/A
2019	+25.05%	N/A
2018	-9.40%	N/A
2017	-2.94%	N/A
2016	+9.20%	N/A
2015	+7.37%	N/A
2014	+17.41%	N/A
2013	-9.28%	N/A
2012	+6.63%	N/A
2011	+21.40%	N/A
2010	+10.30%	N/A
2009	+22.48%	N/A
2008	-8.12%	N/A
2007	-1.92%	N/A
2006	+9.24%	N/A
2005	+7.01%	N/A
2004	+2.11%	N/A
2003	+5.39%	N/A
2002	-9.14%	N/A

NBH vs CPLB 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 CPLB was -18.96%, occurring on Oct 24, 2022. Recovery took 1026 trading sessions.

The current NBH drawdown is -22.41%. The current CPLB drawdown is -1.18%.

Rank	NBH	CPLB
#1	-43.50% Aug 27, 2021 - Oct 25, 2023	-18.96% Aug 3, 2021 - Sep 4, 2025
#2	-32.21% Feb 25, 2020 - Jan 11, 2021	-2.60% Feb 27, 2026 - Mar 27, 2026
#3	-26.07% Jan 16, 2008 - Jan 5, 2009	-1.06% Oct 27, 2025 - Nov 26, 2025
#4	-21.60% Nov 23, 2012 - Dec 4, 2014	-0.77% Nov 26, 2025 - Jan 7, 2026
#5	-18.63% Aug 23, 2016 - Jul 17, 2019	-0.63% Jul 8, 2021 - Jul 19, 2021
#6	-16.00% Mar 17, 2004 - Jun 16, 2005	-0.54% Sep 15, 2025 - Oct 13, 2025
#7	-13.79% Nov 1, 2002 - May 8, 2003	-0.52% Jan 14, 2026 - Jan 26, 2026
#8	-12.64% Jul 3, 2003 - Feb 27, 2004	-0.31% Jan 26, 2026 - Feb 5, 2026
#9	-12.16% Oct 26, 2010 - Aug 17, 2011	-0.30% Sep 8, 2025 - Sep 10, 2025
#10	-10.82% Jan 5, 2009 - May 19, 2009	-0.26% Jul 19, 2021 - Jul 27, 2021
#11	-8.96% Sep 27, 2006 - Jan 14, 2008	-0.23% Jan 7, 2026 - Jan 12, 2026
#12	-8.21% Feb 24, 2012 - Mar 30, 2012	-0.21% Feb 10, 2026 - Feb 12, 2026
#13	-7.71% Aug 2, 2012 - Sep 17, 2012	-0.19% Oct 21, 2025 - Oct 24, 2025
#14	-7.43% Jan 28, 2015 - Oct 6, 2015	-0.19% Oct 16, 2025 - Oct 20, 2025
#15	-7.39% Feb 9, 2021 - Apr 15, 2021	-0.14% Sep 11, 2025 - Sep 15, 2025

Correlation

Correlation between NBH and CPLB is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2002 - 2026)

NBH vs CPLB dividend yield comparison.

Year	NBH	CPLB
2026	2.61%	2.28%
2025	6.43%	5.46%
2024	5.33%	5.40%
2023	4.49%	4.81%
2022	6.14%	3.17%
2021	4.89%	0.95%
2020	4.93%	0.00%
2019	4.86%	0.00%
2018	6.04%	0.00%
2017	5.53%	0.00%
2016	5.54%	0.00%
2015	5.73%	0.00%
2014	5.47%	0.00%
2013	5.98%	0.00%
2012	4.76%	0.00%
2011	5.28%	0.00%
2010	6.00%	0.00%
2009	5.18%	0.00%
2008	5.73%	0.00%
2007	5.15%	0.00%
2006	5.73%	0.00%
2005	5.99%	0.00%
2004	6.07%	0.00%
2003	5.89%	0.00%
2002	0.98%	0.00%