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NBH vs SPY

Comparison between Neuberger Berman Municipal Fund Inc (NBH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NBH, delivering a return of +13.3% compared to -3.2%

NBH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NBH
$333M
Winner
SPY
$735B
Expense Ratio
NBH
N/A
SPY
0.09%
Max Drawdown
Winner
NBH
49.69%
SPY
56.47%
Sharpe Ratio
NBH
0.77
Winner
SPY
1.62
5Y Beta
Winner
NBH
0.21
SPY
1.00
P/E Ratio
NBH
N/A
SPY
28.99
Forward P/E
NBH
N/A
SPY
22.37
5Y Dividends CAGR
NBH
-1.21%
Winner
SPY
5.43%
5Y EPS CAGR
NBH
N/A
SPY
26.05%
Debt to Equity
NBH
N/A
SPY
32.40%
P/S Ratio
NBH
N/A
SPY
3.74
P/B Ratio
NBH
N/A
SPY
5.61

NBH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NBH
-0.07%
Winner
SPY
+1.90%
3M
NBH
+0.22%
Winner
SPY
+8.55%
6M
NBH
+2.50%
Winner
SPY
+8.18%
1Y
NBH
+10.92%
Winner
SPY
+25.79%
5Y(CAGR)
NBH
-3.22%
Winner
SPY
+13.32%
10Y(CAGR)
NBH
+0.61%
Winner
SPY
+15.19%
Max(CAGR)
NBH
+3.91%
Winner
SPY
+8.47%

NBH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNBHSPY
2026+3.56%+8.26%
2025+3.72%+18.00%
2024+5.10%+25.59%
2023+2.61%+26.72%
2022-28.53%-18.64%
2021+4.67%+30.52%
2020+4.47%+17.28%
2019+25.05%+31.09%
2018-9.40%-5.24%
2017-2.94%+20.78%
2016+9.20%+13.59%
2015+7.37%+1.31%
2014+17.41%+14.56%
2013-9.28%+29.00%
2012+6.63%+14.17%
2011+21.40%+0.85%
2010+10.30%+13.14%
2009+22.48%+22.67%
2008-8.12%-36.25%
2007-1.92%+5.32%
2006+9.24%+13.85%
2005+7.01%+5.32%
2004+2.11%+10.75%
2003+5.39%+24.18%
2002-9.14%-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

NBH vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current NBH drawdown is -23.68%. The current SPY drawdown is -2.90%.

RankNBHSPY
#1-43.50%
Aug 27, 2021 - Oct 25, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-32.21%
Feb 25, 2020 - Jan 11, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.07%
Jan 16, 2008 - Jan 5, 2009		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.60%
Nov 23, 2012 - Dec 4, 2014		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.63%
Aug 23, 2016 - Jul 17, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.00%
Mar 17, 2004 - Jun 16, 2005		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.79%
Nov 1, 2002 - May 8, 2003		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.64%
Jul 3, 2003 - Feb 27, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.16%
Oct 26, 2010 - Aug 17, 2011		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.82%
Jan 5, 2009 - May 19, 2009		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.96%
Sep 27, 2006 - Jan 14, 2008		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.21%
Feb 24, 2012 - Mar 30, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.71%
Aug 2, 2012 - Sep 17, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.43%
Jan 28, 2015 - Oct 6, 2015		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.39%
Feb 9, 2021 - Apr 15, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NBH and SPY is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (1999 - 2026)

NBH vs SPY dividend yield comparison.

YearNBHSPY
20262.65%0.24%
20256.43%1.07%
20245.33%1.21%
20234.49%1.40%
20226.14%1.65%
20214.89%1.20%
20204.93%1.52%
20194.86%1.75%
20186.04%2.04%
20175.53%1.80%
20165.54%2.03%
20155.73%2.06%
20145.47%1.87%
20135.98%1.81%
20124.76%2.18%
20115.28%2.05%
20106.00%1.80%
20095.18%1.95%
20085.73%3.02%
20075.15%1.85%
20065.73%1.73%
20055.99%1.73%
20046.07%1.82%
20035.89%1.47%
20020.98%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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