NDMO vs FRGE
Comparison between Nuveen Dynamic Municipal Opportunities Fund (NDMO, Company) and Forge Global Holdings, Inc. (FRGE, Company).
Both NDMO and FRGE are from the Financial Services sector.
5-Year PerformanceNDMO has outperformed FRGE, delivering a return of -2.8% compared to -21.0%
NDMO vs FRGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NDMO vs FRGE - Historical Returns
Returns include dividend reinvestment.
NDMO vs FRGE - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | NDMO | FRGE |
|---|---|---|
| 2026 | +4.78% | +1.24% |
| 2025 | +7.35% | +214.46% |
| 2024 | +7.45% | -72.70% |
| 2023 | +4.42% | +100.58% |
| 2022 | -34.38% | -82.54% |
| 2021 | +13.06% | -4.56% |
| 2020 | +5.28% | N/A |
NDMO vs FRGE Drawdown Comparison
The maximum drawdown for NDMO was -42.50%, occurring on Oct 27, 2022. This drawdown has not yet recovered.
The maximum drawdown for FRGE was -98.69%, occurring on Apr 4, 2025. This drawdown has not yet recovered.
The current NDMO drawdown is -18.36%. The current FRGE drawdown is -92.03%.
| Rank | NDMO | FRGE |
|---|---|---|
| #1 | -42.50% Jul 13, 2021 - Oct 27, 2022 | -98.69% Mar 30, 2022 - Apr 4, 2025 |
| #2 | -4.93% Feb 3, 2021 - Apr 23, 2021 | -22.91% Mar 22, 2022 - Mar 25, 2022 |
| #3 | -3.18% May 10, 2021 - Jun 1, 2021 | -12.51% Feb 8, 2021 - Mar 22, 2022 |
| #4 | -2.32% Jun 24, 2021 - Jul 7, 2021 | -2.35% Feb 3, 2021 - Feb 8, 2021 |
| #5 | -2.09% Dec 29, 2020 - Jan 28, 2021 | N/A |
| #6 | -1.99% Aug 28, 2020 - Dec 2, 2020 | N/A |
| #7 | -1.77% Jun 3, 2021 - Jun 14, 2021 | N/A |
| #8 | -1.39% Apr 30, 2021 - May 7, 2021 | N/A |
| #9 | -1.36% Dec 22, 2020 - Dec 24, 2020 | N/A |
| #10 | -1.29% Jun 14, 2021 - Jun 21, 2021 | N/A |
| #11 | -1.04% Dec 10, 2020 - Dec 14, 2020 | N/A |
| #12 | -0.97% Dec 17, 2020 - Dec 22, 2020 | N/A |
| #13 | -0.76% Jun 21, 2021 - Jun 24, 2021 | N/A |
| #14 | -0.64% Dec 24, 2020 - Dec 29, 2020 | N/A |
| #15 | -0.64% Jul 8, 2021 - Jul 13, 2021 | N/A |
Correlation
Correlation between NDMO and FRGE is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
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