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NKX vs MUJ

Comparison between Nuveen California AMT-Free Quality Municipal Income Fund (NKX, ETF) and BlackRock MuniHoldings New Jersey Quality Fund Inc (MUJ, ETF).

5-Year PerformanceMUJ has outperformed NKX, delivering a return of -0.0% compared to -0.4%

NKX vs MUJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NKX
$654M
MUJ
$654M
Max Drawdown
NKX
48.99%
Winner
MUJ
47.31%
Sharpe Ratio
NKX
0.73
Winner
MUJ
1.42
5Y Beta
Winner
NKX
0.13
MUJ
0.21
5Y Dividends CAGR
Winner
NKX
8.20%
MUJ
-1.34%

NKX vs MUJ - Historical Returns

Returns include dividend reinvestment.

1M
NKX
+0.33%
Winner
MUJ
+2.44%
3M
NKX
-1.66%
Winner
MUJ
+2.74%
6M
NKX
-1.95%
Winner
MUJ
+1.28%
1Y
NKX
+10.58%
Winner
MUJ
+17.16%
5Y(CAGR)
NKX
-0.40%
Winner
MUJ
-0.03%
10Y(CAGR)
NKX
+1.77%
Winner
MUJ
+2.40%
Max(CAGR)
NKX
+4.83%
Winner
MUJ
+5.70%

NKX vs MUJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNKXMUJ
2026+2.14%+6.45%
2025+4.64%+12.32%
2024+16.57%+1.48%
2023-3.34%+5.81%
2022-18.48%-25.72%
2021+4.57%+16.08%
2020+7.61%+6.09%
2019+23.74%+17.37%
2018-13.29%-8.68%
2017+12.78%+9.28%
2016-1.75%+1.85%
2015+11.55%+5.06%
2014+28.02%+16.91%
2013-13.32%-17.73%
2012+6.03%+12.41%
2011+28.66%+24.95%
2010+2.31%+4.59%
2009+26.36%+37.41%
2008-24.06%-20.84%
2007+0.18%-8.12%
2006+14.75%+2.99%
2005+0.57%+9.77%
2004+9.14%+10.58%
2003+0.81%+10.72%
2002N/A+11.02%
2001N/A+12.40%
2000N/A+6.49%
1999N/A-3.69%

NKX vs MUJ Drawdown Comparison

The maximum drawdown for NKX was -43.86%, occurring on Oct 10, 2008. Recovery took 422 trading sessions.

The maximum drawdown for MUJ was -41.68%, occurring on Oct 10, 2008. Recovery took 584 trading sessions.

The current NKX drawdown is -3.70%. The current MUJ drawdown is -1.45%.

RankNKXMUJ
#1-43.86%
Jan 14, 2008 - Sep 16, 2009
-41.68%
May 2, 2007 - Aug 25, 2009
#2-35.62%
Nov 12, 2021 - Feb 11, 2026
-32.68%
Sep 22, 2021 - Oct 26, 2023
#3-27.52%
Feb 7, 2020 - Aug 10, 2020
-26.75%
Feb 13, 2020 - Aug 10, 2020
#4-23.95%
Nov 30, 2012 - Dec 10, 2014
-22.63%
Jan 10, 2013 - Feb 2, 2015
#5-19.95%
Sep 8, 2016 - Jul 19, 2019
-16.01%
Nov 2, 2010 - Nov 1, 2011
#6-19.40%
Aug 16, 2010 - Oct 27, 2011
-15.43%
Jul 8, 2016 - Jul 12, 2019
#7-15.06%
Jun 13, 2003 - Sep 20, 2004
-15.37%
Apr 6, 2000 - Jan 2, 2001
#8-12.43%
Apr 23, 2007 - Jan 14, 2008
-13.31%
Mar 11, 2004 - Aug 25, 2004
#9-9.74%
Feb 11, 2026 - Mar 30, 2026
-12.13%
Feb 3, 2015 - Jan 5, 2016
#10-9.66%
Oct 8, 2009 - Jun 18, 2010
-12.12%
Nov 8, 1999 - Apr 5, 2000
#11-9.63%
Jun 2, 2006 - Oct 4, 2006
-11.16%
Jun 19, 2003 - Jan 12, 2004
#12-8.70%
May 31, 2005 - Jan 23, 2006
-9.23%
Feb 14, 2005 - May 23, 2005
#13-7.75%
Feb 15, 2012 - May 1, 2012
-9.13%
Sep 30, 2002 - Mar 3, 2003
#14-7.27%
Jan 30, 2015 - Oct 8, 2015
-8.76%
Dec 14, 2005 - Sep 21, 2006
#15-6.76%
Mar 14, 2005 - May 31, 2005
-7.69%
Mar 13, 2012 - Jul 6, 2012

Correlation

Correlation between NKX and MUJ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2000 - 2026)

NKX vs MUJ dividend yield comparison.

YearNKXMUJ
20264.91%3.52%
20257.33%5.45%
20246.14%5.53%
20234.38%4.13%
20225.17%6.40%
20214.21%4.77%
20204.05%4.78%
20194.06%4.03%
20185.25%5.34%
20175.06%5.55%
20166.18%6.01%
20155.66%5.69%
20145.24%6.14%
20137.03%6.81%
20125.64%5.33%
20115.62%5.64%
20106.56%6.46%
20095.91%5.52%
20087.35%6.33%
20074.93%5.41%
20064.85%5.27%
20055.87%6.11%
20046.27%6.27%
20035.83%6.25%
20020.00%6.31%
20010.00%5.87%
20000.00%2.50%

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