NMAI vs LWAY

Comparison between Nuveen Multi-Asset Income Fund (NMAI, Company) and Lifeway Foods Inc (LWAY, Company).

NMAI is from the Financial Services sector, while LWAY is from the Consumer Defensive sector.

5-Year PerformanceLWAY has outperformed NMAI, delivering a return of +34.8% compared to +5.7%

NMAI vs LWAY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMAI(COMPANY)	LWAY(COMPANY)
Market Cap	$466M	$463M
Max Drawdown	45.12%	93.15%
Sharpe Ratio	1.23	0.57
5Y Beta	0.60	0.62
Industry	Asset Management	Packaged Foods
P/E Ratio	3.98	30.82
Forward P/E	N/A	29.94
PEG Ratio	N/A	0.69
5Y EPS CAGR	N/A	29.18%
Debt to Equity	44.54%	0.00%
Free Cash Flow Yield	4.79%	-4.47%
P/S Ratio	5.65	2.02
P/B Ratio	0.97	5.25

Market Cap

Winner

NMAI

$466M

LWAY

$463M

Max Drawdown

Winner

NMAI

45.12%

LWAY

93.15%

Sharpe Ratio

Winner

NMAI

1.23

LWAY

0.57

5Y Beta

Winner

NMAI

0.60

LWAY

0.62

Industry

NMAI

Asset Management

LWAY

Packaged Foods

P/E Ratio

Winner

NMAI

3.98

LWAY

30.82

Forward P/E

NMAI

N/A

LWAY

29.94

PEG Ratio

NMAI

N/A

LWAY

0.69

5Y EPS CAGR

NMAI

N/A

LWAY

29.18%

Debt to Equity

NMAI

44.54%

Winner

LWAY

0.00%

Free Cash Flow Yield

Winner

NMAI

4.79%

LWAY

-4.47%

P/S Ratio

NMAI

5.65

Winner

LWAY

2.02

P/B Ratio

Winner

NMAI

0.97

LWAY

5.25

NMAI vs LWAY - Historical Returns

Returns include dividend reinvestment.

Period	NMAI	LWAY
1 month	+0.74%	+6.01%
3 months	+4.00%	+14.58%
6 months	+8.58%	+37.86%
1 year	+21.11%	+15.68%
5 years(CAGR)	+5.72%	+34.84%
10 years(CAGR)	N/A	+10.83%
Max(CAGR)	+5.72%	+10.89%

NMAI

+0.74%

Winner

LWAY

+6.01%

NMAI

+4.00%

Winner

LWAY

+14.58%

NMAI

+8.58%

Winner

LWAY

+37.86%

Winner

NMAI

+21.11%

LWAY

+15.68%

5Y(CAGR)

NMAI

+5.72%

Winner

LWAY

+34.84%

10Y(CAGR)

NMAI

N/A

LWAY

+10.83%

Max(CAGR)

NMAI

+5.72%

Winner

LWAY

+10.89%

NMAI vs LWAY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NMAI	LWAY
2026	+12.33%	+33.03%
2025	+19.47%	-2.14%
2024	+12.77%	+85.21%
2023	+18.35%	+138.61%
2022	-26.82%	+14.43%
2021	-1.72%	-11.71%
2020	N/A	+166.50%
2019	N/A	+0.51%
2018	N/A	-77.62%
2017	N/A	-28.57%
2016	N/A	+4.64%
2015	N/A	-36.90%
2014	N/A	+18.48%
2013	N/A	+84.33%
2012	N/A	-7.84%
2011	N/A	+0.31%
2010	N/A	-20.55%
2009	N/A	+29.13%
2008	N/A	-15.28%
2007	N/A	+29.29%
2006	N/A	+40.81%
2005	N/A	+37.76%
2004	N/A	+39.54%
2003	N/A	+87.64%
2002	N/A	+3.64%
2001	N/A	+28.57%
2000	N/A	-17.71%
1999	N/A	-6.45%

NMAI vs LWAY Drawdown Comparison

The maximum drawdown for NMAI was -35.52%, occurring on Sep 30, 2022. Recovery took 654 trading sessions.

The maximum drawdown for LWAY was -93.15%, occurring on Mar 18, 2020. Recovery took 2285 trading sessions.

The current NMAI drawdown is -3.45%. The current LWAY drawdown is -10.32%.

Rank	NMAI	LWAY
#1	-35.52% Jan 18, 2022 - Aug 26, 2024	-93.15% Mar 30, 2015 - Apr 26, 2024
#2	-13.08% Sep 23, 2024 - May 16, 2025	-73.26% Apr 13, 2004 - Jul 5, 2007
#3	-11.87% Feb 27, 2026 - Apr 14, 2026	-69.70% Oct 1, 2007 - Feb 4, 2015
#4	-8.10% Nov 22, 2021 - Jan 14, 2022	-60.45% May 9, 2024 - Aug 4, 2025
#5	-4.99% May 15, 2026 - Jun 30, 2026	-47.37% Sep 17, 2025 - Mar 20, 2026
#6	-4.01% Nov 12, 2025 - Dec 1, 2025	-44.62% Nov 3, 1999 - May 16, 2003
#7	-3.49% Dec 5, 2025 - Jan 9, 2026	-27.55% Oct 22, 2003 - Feb 10, 2004
#8	-3.45% Jul 15, 2026 - Jul 23, 2026	-19.54% Apr 26, 2024 - May 7, 2024
#9	-2.53% Jul 25, 2025 - Aug 12, 2025	-18.64% Jul 17, 2007 - Sep 4, 2007
#10	-2.26% Jun 30, 2026 - Jul 14, 2026	-17.07% Mar 23, 2004 - Apr 12, 2004
#11	-2.24% Oct 9, 2025 - Oct 27, 2025	-16.85% Mar 8, 2004 - Mar 12, 2004
#12	-1.93% Jun 10, 2025 - Jun 30, 2025	-16.66% Aug 25, 2003 - Oct 20, 2003
#13	-1.90% Apr 15, 2026 - Apr 29, 2026	-14.35% Feb 6, 2015 - Mar 20, 2015
#14	-1.63% Aug 30, 2024 - Sep 13, 2024	-12.03% Feb 17, 2004 - Mar 4, 2004
#15	-1.54% Sep 18, 2025 - Sep 30, 2025	-11.83% Mar 17, 2004 - Mar 23, 2004