NMT vs TJUL
Comparison between Nuveen Massachusetts Quality Municipal Income Fund (NMT, ETF) and Innovator Equity Defined Protection ETF - 2 Yr to July 2025 (TJUL, ETF).
NMT vs TJUL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NMT
$116M
TJUL
$115M
Expense Ratio
NMT
N/A
TJUL
0.79%
Max Drawdown
NMT
48.99%
Winner
TJUL
4.61%
Sharpe Ratio
Winner
NMT
1.45
TJUL
0.49
5Y Beta
Winner
NMT
0.16
TJUL
0.22
5Y Dividends CAGR
NMT
8.52%
TJUL
N/A
NMT vs TJUL - Historical Returns
Returns include dividend reinvestment.
1M
NMT
+0.40%
Winner
TJUL
+0.92%
3M
Winner
NMT
+2.56%
TJUL
+1.26%
6M
Winner
NMT
+11.03%
TJUL
+2.64%
1Y
Winner
NMT
+21.66%
TJUL
+5.11%
5Y(CAGR)
NMT
+1.50%
TJUL
N/A
10Y(CAGR)
NMT
+2.67%
TJUL
N/A
Max(CAGR)
NMT
+4.59%
Winner
TJUL
+6.79%
NMT vs TJUL - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NMT | TJUL |
|---|---|---|
| 2026 | +17.21% | +3.08% |
| 2025 | +5.85% | +6.55% |
| 2024 | +16.17% | +8.35% |
| 2023 | +1.52% | +3.05% |
| 2022 | -30.75% | N/A |
| 2021 | +9.84% | N/A |
| 2020 | +6.18% | N/A |
| 2019 | +23.70% | N/A |
| 2018 | -14.40% | N/A |
| 2017 | +13.61% | N/A |
| 2016 | +0.05% | N/A |
| 2015 | +8.91% | N/A |
| 2014 | +15.06% | N/A |
| 2013 | -16.13% | N/A |
| 2012 | +6.26% | N/A |
| 2011 | +17.17% | N/A |
| 2010 | +4.45% | N/A |
| 2009 | +43.04% | N/A |
| 2008 | -20.35% | N/A |
| 2007 | -7.15% | N/A |
| 2006 | -3.17% | N/A |
| 2005 | +3.83% | N/A |
| 2004 | +8.22% | N/A |
| 2003 | +4.73% | N/A |
| 2002 | +6.23% | N/A |
| 2001 | +12.45% | N/A |
| 2000 | +10.29% | N/A |
| 1999 | -6.15% | N/A |
NMT vs TJUL Drawdown Comparison
The maximum drawdown for NMT was -40.09%, occurring on Oct 10, 2008. Recovery took 895 trading sessions.
The maximum drawdown for TJUL was -4.61%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The current NMT drawdown is -2.80%. The current TJUL drawdown is -0.02%.
| Rank | NMT | TJUL |
|---|---|---|
| #1 | -40.09% Mar 2, 2006 - Sep 21, 2009 | -4.61% Feb 19, 2025 - May 8, 2025 |
| #2 | -38.87% Nov 22, 2021 - May 1, 2026 | -3.09% Jul 20, 2023 - Nov 15, 2023 |
| #3 | -21.46% Jan 24, 2013 - Dec 3, 2015 | -2.08% Jan 27, 2026 - Apr 13, 2026 |
| #4 | -20.51% Jul 25, 2016 - Aug 1, 2019 | -1.59% Jul 16, 2024 - Aug 13, 2024 |
| #5 | -18.20% Oct 21, 2010 - Jan 5, 2012 | -1.28% Mar 28, 2024 - May 9, 2024 |
| #6 | -17.05% Jan 24, 2020 - Jul 10, 2020 | -1.09% Oct 27, 2025 - Dec 10, 2025 |
| #7 | -16.42% Jun 4, 2003 - Mar 31, 2004 | -0.84% Aug 30, 2024 - Sep 12, 2024 |
| #8 | -15.35% Feb 15, 2005 - Sep 7, 2005 | -0.71% Jan 9, 2026 - Jan 27, 2026 |
| #9 | -13.69% Mar 31, 2004 - Oct 27, 2004 | -0.70% Dec 27, 2023 - Jan 12, 2024 |
| #10 | -9.72% Nov 3, 1999 - Jul 27, 2000 | -0.64% Sep 25, 2024 - Oct 14, 2024 |
| #11 | -8.85% Oct 7, 2009 - Mar 4, 2010 | -0.63% Dec 1, 2023 - Dec 12, 2023 |
| #12 | -8.72% Feb 13, 2012 - May 2, 2012 | -0.54% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -8.29% Oct 8, 2002 - Mar 11, 2003 | -0.52% Mar 12, 2024 - Mar 20, 2024 |
| #14 | -7.58% Oct 15, 2012 - Jan 17, 2013 | -0.52% Jan 29, 2024 - Feb 2, 2024 |
| #15 | -7.49% Sep 7, 2005 - Feb 28, 2006 | -0.51% May 28, 2026 - Jul 1, 2026 |
Correlation
Correlation between NMT and TJUL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
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