NBH vs SGDJ

Comparison between Neuberger Berman Municipal Fund Inc (NBH, ETF) and Sprott Junior Gold Miners ETF (SGDJ, ETF).

5-Year PerformanceSGDJ has outperformed NBH, delivering a return of +15.0% compared to -3.2%

NBH vs SGDJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBH(ETF)	SGDJ(ETF)
Net Assets	$333M	$330M
Expense Ratio	N/A	0.50%
Max Drawdown	49.69%	60.39%
Sharpe Ratio	0.77	1.16
5Y Beta	0.21	0.82
5Y Dividends CAGR	-1.21%	42.75%

Net Assets

Winner

NBH

$333M

SGDJ

$330M

Expense Ratio

NBH

N/A

SGDJ

0.50%

Max Drawdown

Winner

NBH

49.69%

SGDJ

60.39%

Sharpe Ratio

NBH

0.77

Winner

SGDJ

1.16

5Y Beta

Winner

NBH

0.21

SGDJ

0.82

5Y Dividends CAGR

NBH

-1.21%

Winner

SGDJ

42.75%

NBH vs SGDJ - Historical Returns

Returns include dividend reinvestment.

Period	NBH	SGDJ
1 month	-0.07%	-9.99%
3 months	+0.22%	-23.26%
6 months	+2.50%	+1.07%
1 year	+10.92%	+61.26%
5 years(CAGR)	-3.22%	+14.95%
10 years(CAGR)	+0.61%	+10.72%
Max(CAGR)	+3.91%	+14.09%

Winner

NBH

-0.07%

SGDJ

-9.99%

Winner

NBH

+0.22%

SGDJ

-23.26%

Winner

NBH

+2.50%

SGDJ

+1.07%

NBH

+10.92%

Winner

SGDJ

+61.26%

5Y(CAGR)

NBH

-3.22%

Winner

SGDJ

+14.95%

10Y(CAGR)

NBH

+0.61%

Winner

SGDJ

+10.72%

Max(CAGR)

NBH

+3.91%

Winner

SGDJ

+14.09%

NBH vs SGDJ - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	NBH	SGDJ
2026	+3.56%	-7.17%
2025	+3.72%	+161.09%
2024	+5.10%	+22.29%
2023	+2.61%	+3.83%
2022	-28.53%	-25.98%
2021	+4.67%	-20.23%
2020	+4.47%	+48.77%
2019	+25.05%	+35.63%
2018	-9.40%	-26.97%
2017	-2.94%	+0.83%
2016	+9.20%	+62.10%
2015	+7.37%	-18.28%
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 SGDJ 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 SGDJ was -59.26%, occurring on Mar 20, 2020. Recovery took 1000 trading sessions.

The current NBH drawdown is -23.68%. The current SGDJ drawdown is -32.69%.

Rank	NBH	SGDJ
#1	-43.50% Aug 27, 2021 - Oct 25, 2023	-59.26% Aug 4, 2016 - Jul 27, 2020
#2	-32.21% Feb 25, 2020 - Jan 11, 2021	-57.79% Jan 5, 2021 - Apr 15, 2025
#3	-26.07% Jan 16, 2008 - Jan 5, 2009	-38.44% May 15, 2015 - Mar 7, 2016
#4	-21.60% Nov 23, 2012 - Dec 4, 2014	-33.22% Feb 27, 2026 - Mar 26, 2026
#5	-18.63% Aug 23, 2016 - Jul 17, 2019	-19.68% Oct 16, 2025 - Dec 9, 2025
#6	-16.00% Mar 17, 2004 - Jun 16, 2005	-18.23% Jan 28, 2026 - Feb 26, 2026
#7	-13.79% Nov 1, 2002 - May 8, 2003	-17.22% May 17, 2016 - Jun 9, 2016
#8	-12.64% Jul 3, 2003 - Feb 27, 2004	-14.39% Sep 15, 2020 - Dec 17, 2020
#9	-12.16% Oct 26, 2010 - Aug 17, 2011	-11.56% Jul 8, 2016 - Jul 29, 2016
#10	-10.82% Jan 5, 2009 - May 19, 2009	-11.28% May 6, 2025 - May 30, 2025
#11	-8.96% Sep 27, 2006 - Jan 14, 2008	-11.09% Jul 22, 2025 - Aug 21, 2025
#12	-8.21% Feb 24, 2012 - Mar 30, 2012	-10.87% Aug 5, 2020 - Sep 15, 2020
#13	-7.71% Aug 2, 2012 - Sep 17, 2012	-8.61% Apr 29, 2016 - May 17, 2016
#14	-7.43% Jan 28, 2015 - Oct 6, 2015	-8.48% Apr 21, 2025 - May 6, 2025
#15	-7.39% Feb 9, 2021 - Apr 15, 2021	-8.33% Dec 26, 2025 - Jan 12, 2026

Correlation

Correlation between NBH and SGDJ is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28

-101

Dividend Comparison (2002 - 2026)

NBH vs SGDJ dividend yield comparison.

Year	NBH	SGDJ
2026	2.65%	0.00%
2025	6.43%	8.37%
2024	5.33%	6.55%
2023	4.49%	4.55%
2022	6.14%	2.46%
2021	4.89%	2.20%
2020	4.93%	1.97%
2019	4.86%	0.65%
2018	6.04%	0.00%
2017	5.53%	0.14%
2016	5.54%	1.77%
2015	5.73%	0.85%
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%