NMAI vs PHOE
Comparison between Nuveen Multi-Asset Income Fund (NMAI, Company) and Phoenix Asia Holdings Ltd (PHOE, Company).
NMAI is from the Financial Services sector, while PHOE is from the Industrials sector.
NMAI vs PHOE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NMAI vs PHOE - Historical Returns
Returns include dividend reinvestment.
NMAI vs PHOE - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | NMAI | PHOE |
|---|---|---|
| 2026 | +12.33% | +38.98% |
| 2025 | +19.47% | +338.36% |
| 2024 | +12.77% | N/A |
| 2023 | +18.35% | N/A |
| 2022 | -26.82% | N/A |
| 2021 | -1.72% | N/A |
NMAI vs PHOE Drawdown Comparison
The maximum drawdown for NMAI was -35.52%, occurring on Sep 30, 2022. Recovery took 654 trading sessions.
The maximum drawdown for PHOE was -92.47%, occurring on Feb 11, 2026. This drawdown has not yet recovered.
The current NMAI drawdown is -3.45%. The current PHOE drawdown is -83.05%.
| Rank | NMAI | PHOE |
|---|---|---|
| #1 | -35.52% Jan 18, 2022 - Aug 26, 2024 | -92.47% Jan 30, 2026 - Feb 11, 2026 |
| #2 | -13.08% Sep 23, 2024 - May 16, 2025 | -44.96% Oct 23, 2025 - Jan 30, 2026 |
| #3 | -11.87% Feb 27, 2026 - Apr 14, 2026 | -40.08% Jun 24, 2025 - Oct 3, 2025 |
| #4 | -8.10% Nov 22, 2021 - Jan 14, 2022 | -30.12% Oct 7, 2025 - Oct 17, 2025 |
| #5 | -4.99% May 15, 2026 - Jun 30, 2026 | -29.59% Apr 25, 2025 - May 27, 2025 |
| #6 | -4.01% Nov 12, 2025 - Dec 1, 2025 | -8.83% May 27, 2025 - Jun 12, 2025 |
| #7 | -3.49% Dec 5, 2025 - Jan 9, 2026 | -0.12% Oct 17, 2025 - Oct 21, 2025 |
| #8 | -3.45% Jul 15, 2026 - Jul 23, 2026 | -0.08% Oct 3, 2025 - Oct 7, 2025 |
| #9 | -2.53% Jul 25, 2025 - Aug 12, 2025 | N/A |
| #10 | -2.26% Jun 30, 2026 - Jul 14, 2026 | N/A |
| #11 | -2.24% Oct 9, 2025 - Oct 27, 2025 | N/A |
| #12 | -1.93% Jun 10, 2025 - Jun 30, 2025 | N/A |
| #13 | -1.90% Apr 15, 2026 - Apr 29, 2026 | N/A |
| #14 | -1.63% Aug 30, 2024 - Sep 13, 2024 | N/A |
| #15 | -1.54% Sep 18, 2025 - Sep 30, 2025 | N/A |
Correlation
Correlation between NMAI and PHOE is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.
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