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NBH vs TBT

Comparison between Neuberger Berman Municipal Fund Inc (NBH, ETF) and PROSHARES ULTRASHORT 20+ YEAR TREASURY (TBT, ETF).

5-Year PerformanceTBT has outperformed NBH, delivering a return of +16.1% compared to -3.1%

NBH vs TBT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NBH
$333M
Winner
TBT
$333M
Max Drawdown
Winner
NBH
49.69%
TBT
95.17%
Sharpe Ratio
Winner
NBH
0.86
TBT
-0.15
5Y Beta
NBH
0.20
Winner
TBT
-0.12
5Y Dividends CAGR
NBH
-1.21%
Winner
TBT
89.90%

NBH vs TBT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NBH
+0.33%
TBT
-2.07%
3M
Winner
NBH
+3.18%
TBT
+2.27%
6M
Winner
NBH
+4.40%
TBT
+2.69%
1Y
Winner
NBH
+11.63%
TBT
+1.37%
5Y(CAGR)
NBH
-3.08%
Winner
TBT
+16.06%
10Y(CAGR)
NBH
+0.70%
Winner
TBT
+2.34%
Max(CAGR)
Winner
NBH
+3.98%
TBT
-9.82%

NBH vs TBT - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearNBHTBT
2026+5.28%+2.30%
2025+3.72%-1.41%
2024+5.10%+25.84%
2023+2.61%+1.22%
2022-28.53%+83.83%
2021+4.67%+2.55%
2020+4.47%-36.60%
2019+25.05%-22.02%
2018-9.40%+2.75%
2017-2.94%-16.51%
2016+9.20%-6.01%
2015+7.37%-3.08%
2014+17.41%-41.07%
2013-9.28%+21.75%
2012+6.63%-14.72%
2011+21.40%-51.83%
2010+10.30%-26.11%
2009+22.48%+27.90%
2008-8.12%-45.18%
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 TBT 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 TBT was -94.99%, occurring on Aug 4, 2020. This drawdown has not yet recovered.

The current NBH drawdown is -22.41%. The current TBT drawdown is -85.77%.

RankNBHTBT
#1-43.50%
Aug 27, 2021 - Oct 25, 2023
-94.99%
Jun 13, 2008 - Aug 4, 2020
#2-32.21%
Feb 25, 2020 - Jan 11, 2021
-3.64%
May 29, 2008 - Jun 12, 2008
#3-26.07%
Jan 16, 2008 - Jan 5, 2009
-3.62%
May 6, 2008 - May 28, 2008
#4-21.60%
Nov 23, 2012 - Dec 4, 2014
-0.01%
May 2, 2008 - May 6, 2008
#5-18.63%
Aug 23, 2016 - Jul 17, 2019
N/A
#6-16.00%
Mar 17, 2004 - Jun 16, 2005
N/A
#7-13.79%
Nov 1, 2002 - May 8, 2003
N/A
#8-12.64%
Jul 3, 2003 - Feb 27, 2004
N/A
#9-12.16%
Oct 26, 2010 - Aug 17, 2011
N/A
#10-10.82%
Jan 5, 2009 - May 19, 2009
N/A
#11-8.96%
Sep 27, 2006 - Jan 14, 2008
N/A
#12-8.21%
Feb 24, 2012 - Mar 30, 2012
N/A
#13-7.71%
Aug 2, 2012 - Sep 17, 2012
N/A
#14-7.43%
Jan 28, 2015 - Oct 6, 2015
N/A
#15-7.39%
Feb 9, 2021 - Apr 15, 2021
N/A

Correlation

Correlation between NBH and TBT is -0.87 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.87
-101

Dividend Comparison (2002 - 2026)

NBH vs TBT dividend yield comparison.

YearNBHTBT
20262.61%0.48%
20256.43%3.21%
20245.33%4.64%
20234.49%4.98%
20226.14%0.42%
20214.89%0.00%
20204.93%0.32%
20194.86%2.12%
20186.04%0.99%
20175.53%0.00%
20165.54%0.00%
20155.73%0.00%
20145.47%0.00%
20135.98%0.00%
20124.76%0.00%
20115.28%0.00%
20106.00%0.00%
20095.18%0.00%
20085.73%0.44%
20075.15%0.00%
20065.73%0.00%
20055.99%0.00%
20046.07%0.00%
20035.89%0.00%
20020.98%0.00%

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