NHS vs EOT

Comparison between Neuberger Berman High Yield Strategies Fund (NHS, ETF) and Eaton Vance National Municipal Opportunities Trust (EOT, ETF).

5-Year PerformanceEOT has outperformed NHS, delivering a return of -1.0% compared to -1.6%

NHS vs EOT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NHS(ETF)	EOT(ETF)
Net Assets	$285M	$284M
Max Drawdown	73.16%	40.61%
Sharpe Ratio	-0.53	0.78
5Y Beta	0.37	0.16
5Y Dividends CAGR	1.63%	2.88%

Net Assets

Winner

NHS

$285M

EOT

$284M

Max Drawdown

NHS

73.16%

Winner

EOT

40.61%

Sharpe Ratio

NHS

-0.53

Winner

EOT

0.78

5Y Beta

NHS

0.37

Winner

EOT

0.16

5Y Dividends CAGR

NHS

1.63%

Winner

EOT

2.88%

NHS vs EOT - Historical Returns

Returns include dividend reinvestment.

Period	NHS	EOT
1 month	-0.29%	+1.76%
3 months	-8.31%	-1.77%
6 months	-5.95%	+6.62%
1 year	-3.35%	+11.18%
5 years(CAGR)	-1.58%	-1.03%
10 years(CAGR)	+5.26%	+1.81%
Max(CAGR)	+6.81%	+4.22%

NHS

-0.29%

Winner

EOT

+1.76%

NHS

-8.31%

Winner

EOT

-1.77%

NHS

-5.95%

Winner

EOT

+6.62%

NHS

-3.35%

Winner

EOT

+11.18%

5Y(CAGR)

NHS

-1.58%

Winner

EOT

-1.03%

10Y(CAGR)

Winner

NHS

+5.26%

EOT

+1.81%

Max(CAGR)

Winner

NHS

+6.81%

EOT

+4.22%

NHS vs EOT - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	NHS	EOT
2026	-8.36%	+3.73%
2025	+13.55%	+6.79%
2024	+10.34%	+1.12%
2023	+3.61%	+7.34%
2022	-23.51%	-22.68%
2021	+16.38%	+12.12%
2020	+5.34%	-2.72%
2019	+38.45%	+19.35%
2018	-11.00%	-12.34%
2017	+8.92%	+14.03%
2016	+26.03%	+2.25%
2015	-10.40%	+7.26%
2014	+0.67%	+19.53%
2013	+1.87%	-14.49%
2012	+9.26%	+11.58%
2011	+9.17%	+16.47%
2010	+24.93%	+5.94%
2009	+103.49%	-0.62%
2008	-37.64%	N/A
2007	-13.02%	N/A
2006	+6.05%	N/A
2005	+6.36%	N/A
2004	+15.56%	N/A
2003	+10.45%	N/A

NHS vs EOT Drawdown Comparison

The maximum drawdown for NHS was -64.75%, occurring on Nov 21, 2008. Recovery took 577 trading sessions.

The maximum drawdown for EOT was -33.25%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current NHS drawdown is -14.24%. The current EOT drawdown is -11.80%.

Rank	NHS	EOT
#1	-64.75% Jun 4, 2007 - Sep 16, 2009	-33.25% Dec 13, 2021 - Oct 19, 2023
#2	-43.00% Feb 21, 2020 - Dec 3, 2020	-30.08% Jul 11, 2019 - May 27, 2021
#3	-37.40% Nov 12, 2021 - Feb 4, 2026	-26.49% Nov 23, 2012 - Nov 23, 2015
#4	-24.62% Jun 30, 2014 - Aug 10, 2016	-18.61% Nov 4, 2010 - Dec 2, 2011
#5	-21.48% May 26, 2011 - Feb 13, 2012	-17.50% Aug 13, 2018 - Apr 9, 2019
#6	-18.05% Oct 9, 2017 - Feb 20, 2019	-12.99% Dec 27, 2017 - Aug 13, 2018
#7	-17.01% Feb 26, 2026 - Mar 30, 2026	-11.00% Jun 19, 2009 - Oct 1, 2009
#8	-15.06% Apr 26, 2010 - Jun 24, 2010	-10.20% Sep 28, 2016 - Jun 16, 2017
#9	-14.76% Mar 19, 2004 - Aug 30, 2004	-7.81% Feb 27, 2012 - Apr 20, 2012
#10	-13.33% Sep 28, 2012 - Feb 26, 2014	-7.47% Jul 28, 2021 - Dec 13, 2021
#11	-12.17% Jan 10, 2006 - Sep 20, 2006	-7.40% Jul 26, 2012 - Sep 24, 2012
#12	-11.90% Dec 31, 2004 - Jul 8, 2005	-6.43% Oct 16, 2017 - Nov 28, 2017
#13	-10.06% Oct 13, 2010 - Jan 31, 2011	-5.63% May 28, 2021 - Jul 8, 2021
#14	-9.11% Oct 25, 2016 - Jan 4, 2017	-5.19% Oct 8, 2009 - Jan 8, 2010
#15	-6.95% Sep 23, 2009 - Dec 14, 2009	-4.95% Oct 15, 2012 - Nov 16, 2012

Correlation

Correlation between NHS and EOT is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2003 - 2026)

NHS vs EOT dividend yield comparison.

Year	NHS	EOT
2026	7.12%	1.98%
2025	14.59%	4.85%
2024	14.49%	4.77%
2023	14.06%	4.43%
2022	12.74%	4.56%
2021	8.73%	3.44%
2020	9.28%	3.80%
2019	7.99%	4.73%
2018	8.37%	6.13%
2017	7.59%	5.12%
2016	8.23%	5.96%
2015	9.81%	4.83%
2014	8.79%	4.90%
2013	8.15%	5.63%
2012	7.92%	4.91%
2011	9.23%	5.71%
2010	9.60%	7.15%
2009	10.56%	3.64%
2008	20.70%	0.00%
2007	14.30%	0.00%
2006	8.91%	0.00%
2005	10.23%	0.00%
2004	10.01%	0.00%
2003	3.88%	0.00%