NDMO vs MGR
Comparison between Nuveen Dynamic Municipal Opportunities Fund (NDMO, Company) and Affiliated Managers Group Inc (MGR, Company).
NDMO is from the Financial Services sector, while MGR is from the Financials sector.
5-Year PerformanceMGR has outperformed NDMO, delivering a return of -0.1% compared to -3.9%
NDMO vs MGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NDMO vs MGR - Historical Returns
Returns include dividend reinvestment.
NDMO vs MGR - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | NDMO | MGR |
|---|---|---|
| 2026 | +2.57% | -1.18% |
| 2025 | +7.35% | +0.66% |
| 2024 | +7.45% | +3.45% |
| 2023 | +4.42% | +14.39% |
| 2022 | -34.38% | -17.68% |
| 2021 | +13.06% | +3.17% |
| 2020 | +5.28% | +7.94% |
| 2019 | N/A | +13.00% |
NDMO vs MGR 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 MGR was -40.21%, occurring on Mar 18, 2020. Recovery took 106 trading sessions.
The current NDMO drawdown is -20.09%. The current MGR drawdown is -9.20%.
| Rank | NDMO | MGR |
|---|---|---|
| #1 | -42.50% Jul 13, 2021 - Oct 27, 2022 | -40.21% Feb 10, 2020 - Jul 13, 2020 |
| #2 | -4.93% Feb 3, 2021 - Apr 23, 2021 | -23.16% Jul 12, 2021 - Feb 9, 2024 |
| #3 | -3.18% May 10, 2021 - Jun 1, 2021 | -17.51% Oct 18, 2024 - Apr 16, 2025 |
| #4 | -2.32% Jun 24, 2021 - Jul 7, 2021 | -10.12% Feb 12, 2024 - Sep 5, 2024 |
| #5 | -2.09% Dec 29, 2020 - Jan 28, 2021 | -4.81% Aug 18, 2020 - Dec 15, 2020 |
| #6 | -1.99% Aug 28, 2020 - Dec 2, 2020 | -4.32% Dec 28, 2020 - Mar 31, 2021 |
| #7 | -1.77% Jun 3, 2021 - Jun 14, 2021 | -3.55% Apr 14, 2021 - Jun 16, 2021 |
| #8 | -1.39% Apr 30, 2021 - May 7, 2021 | -3.01% Sep 3, 2019 - Oct 22, 2019 |
| #9 | -1.36% Dec 22, 2020 - Dec 24, 2020 | -2.46% Jul 20, 2020 - Jul 31, 2020 |
| #10 | -1.29% Jun 14, 2021 - Jun 21, 2021 | -2.46% Nov 13, 2019 - Dec 18, 2019 |
| #11 | -1.04% Dec 10, 2020 - Dec 14, 2020 | -2.15% Jul 31, 2019 - Aug 22, 2019 |
| #12 | -0.97% Dec 17, 2020 - Dec 22, 2020 | -1.64% Oct 2, 2024 - Oct 16, 2024 |
| #13 | -0.76% Jun 21, 2021 - Jun 24, 2021 | -1.60% Dec 23, 2019 - Jan 14, 2020 |
| #14 | -0.64% Dec 24, 2020 - Dec 29, 2020 | -1.47% Jul 31, 2020 - Aug 11, 2020 |
| #15 | -0.64% Jul 8, 2021 - Jul 13, 2021 | -1.46% Jan 14, 2020 - Feb 3, 2020 |
Correlation
Correlation between NDMO and MGR is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2019 - 2026)
NDMO vs MGR dividend yield comparison.
| Year | NDMO | MGR |
|---|---|---|
| 2026 | 4.30% | 3.64% |
| 2025 | 7.38% | 6.99% |
| 2024 | 7.43% | 6.66% |
| 2023 | 7.80% | 6.52% |
| 2022 | 9.24% | 7.07% |
| 2021 | 5.52% | 5.44% |
| 2020 | 1.46% | 5.29% |
| 2019 | 0.00% | 2.76% |
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