NKX vs ROUS
Comparison between Nuveen California AMT-Free Quality Municipal Income Fund (NKX, ETF) and HARTFORD MULTIFACTOR US EQUITY ETF (ROUS, ETF).
5-Year PerformanceROUS has outperformed NKX, delivering a return of +12.4% compared to +0.3%
NKX vs ROUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NKX vs ROUS - Historical Returns
Returns include dividend reinvestment.
NKX vs ROUS - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | NKX | ROUS |
|---|---|---|
| 2026 | +3.90% | +15.11% |
| 2025 | +4.64% | +15.43% |
| 2024 | +16.57% | +18.00% |
| 2023 | -3.34% | +14.99% |
| 2022 | -18.48% | -9.33% |
| 2021 | +4.57% | +29.26% |
| 2020 | +7.61% | +6.33% |
| 2019 | +23.74% | +23.32% |
| 2018 | -13.29% | -9.89% |
| 2017 | +12.78% | +22.59% |
| 2016 | -1.75% | +13.65% |
| 2015 | +11.55% | -3.15% |
| 2014 | +28.02% | N/A |
| 2013 | -13.32% | N/A |
| 2012 | +6.03% | N/A |
| 2011 | +28.66% | N/A |
| 2010 | +2.31% | N/A |
| 2009 | +26.36% | N/A |
| 2008 | -24.06% | N/A |
| 2007 | +0.18% | N/A |
| 2006 | +14.75% | N/A |
| 2005 | +0.57% | N/A |
| 2004 | +9.14% | N/A |
| 2003 | +0.81% | N/A |
NKX vs ROUS Drawdown Comparison
The maximum drawdown for NKX was -43.86%, occurring on Oct 10, 2008. Recovery took 422 trading sessions.
The maximum drawdown for ROUS was -35.51%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.
The current NKX drawdown is -2.05%. The current ROUS drawdown is -1.30%.
| Rank | NKX | ROUS |
|---|---|---|
| #1 | -43.86% Jan 14, 2008 - Sep 16, 2009 | -35.51% Feb 14, 2020 - Dec 1, 2020 |
| #2 | -35.62% Nov 12, 2021 - Feb 11, 2026 | -21.19% Aug 29, 2018 - Nov 8, 2019 |
| #3 | -27.52% Feb 7, 2020 - Aug 10, 2020 | -18.91% Dec 29, 2021 - Dec 1, 2023 |
| #4 | -23.95% Nov 30, 2012 - Dec 10, 2014 | -16.52% Mar 24, 2015 - Nov 14, 2016 |
| #5 | -19.95% Sep 8, 2016 - Jul 19, 2019 | -15.81% Nov 26, 2024 - Jun 30, 2025 |
| #6 | -19.40% Aug 16, 2010 - Oct 27, 2011 | -9.82% Jan 29, 2018 - Aug 20, 2018 |
| #7 | -15.06% Jun 13, 2003 - Sep 20, 2004 | -5.97% Feb 27, 2026 - Apr 9, 2026 |
| #8 | -12.43% Apr 23, 2007 - Jan 14, 2008 | -5.40% Mar 28, 2024 - Jun 18, 2024 |
| #9 | -9.74% Feb 11, 2026 - Mar 30, 2026 | -5.29% Jul 16, 2024 - Aug 19, 2024 |
| #10 | -9.66% Oct 8, 2009 - Jun 18, 2010 | -5.21% Sep 2, 2021 - Oct 21, 2021 |
| #11 | -9.63% Jun 2, 2006 - Oct 4, 2006 | -4.77% Nov 16, 2021 - Dec 15, 2021 |
| #12 | -8.70% May 31, 2005 - Jan 23, 2006 | -4.71% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -7.75% Feb 15, 2012 - May 1, 2012 | -4.18% Feb 12, 2021 - Mar 11, 2021 |
| #14 | -7.27% Jan 30, 2015 - Oct 8, 2015 | -3.83% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -6.76% Mar 14, 2005 - May 31, 2005 | -3.64% May 7, 2021 - Jun 11, 2021 |
Correlation
Correlation between NKX and ROUS is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2003 - 2026)
NKX vs ROUS dividend yield comparison.
| Year | NKX | ROUS |
|---|---|---|
| 2026 | 4.22% | 0.58% |
| 2025 | 7.33% | 1.52% |
| 2024 | 6.14% | 1.62% |
| 2023 | 4.38% | 1.91% |
| 2022 | 5.17% | 1.88% |
| 2021 | 4.21% | 1.38% |
| 2020 | 4.05% | 2.01% |
| 2019 | 4.06% | 2.12% |
| 2018 | 5.25% | 1.89% |
| 2017 | 5.06% | 1.54% |
| 2016 | 6.18% | 1.97% |
| 2015 | 5.66% | 1.62% |
| 2014 | 5.24% | 0.00% |
| 2013 | 7.03% | 0.00% |
| 2012 | 5.64% | 0.00% |
| 2011 | 5.62% | 0.00% |
| 2010 | 6.56% | 0.00% |
| 2009 | 5.91% | 0.00% |
| 2008 | 7.35% | 0.00% |
| 2007 | 4.93% | 0.00% |
| 2006 | 4.85% | 0.00% |
| 2005 | 5.87% | 0.00% |
| 2004 | 6.27% | 0.00% |
| 2003 | 5.83% | 0.00% |
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