NRK vs SPY
Comparison between Nuveen New York AMT-Free Quality Municipal Income Fund (NRK, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed NRK, delivering a return of +13.3% compared to +0.1%
NRK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NRK vs SPY - Historical Returns
Returns include dividend reinvestment.
NRK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NRK | SPY |
|---|---|---|
| 2026 | +7.28% | +8.26% |
| 2025 | +4.13% | +18.00% |
| 2024 | +5.74% | +25.59% |
| 2023 | +6.59% | +26.72% |
| 2022 | -21.42% | -18.64% |
| 2021 | +6.56% | +30.52% |
| 2020 | +3.94% | +17.28% |
| 2019 | +19.69% | +31.09% |
| 2018 | -6.11% | -5.24% |
| 2017 | +6.33% | +20.78% |
| 2016 | +3.57% | +13.59% |
| 2015 | +6.96% | +1.31% |
| 2014 | +11.31% | +14.56% |
| 2013 | -15.66% | +29.00% |
| 2012 | +11.87% | +14.17% |
| 2011 | +11.65% | +0.85% |
| 2010 | +3.48% | +13.14% |
| 2009 | +36.66% | +22.67% |
| 2008 | -20.43% | -36.25% |
| 2007 | -0.73% | +5.32% |
| 2006 | +11.71% | +13.85% |
| 2005 | +7.22% | +5.32% |
| 2004 | -5.53% | +10.75% |
| 2003 | +10.32% | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
NRK vs SPY Drawdown Comparison
The maximum drawdown for NRK was -40.13%, occurring on Oct 10, 2008. Recovery took 397 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NRK drawdown is -3.20%. The current SPY drawdown is -2.90%.
| Rank | NRK | SPY |
|---|---|---|
| #1 | -40.13% Jan 14, 2008 - Aug 11, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -31.05% Aug 10, 2021 - Oct 25, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -24.00% Nov 23, 2012 - Feb 11, 2016 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.09% Feb 24, 2020 - Dec 30, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.71% Mar 10, 2004 - Jul 18, 2005 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.65% Sep 14, 2010 - Jan 18, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.07% Aug 12, 2016 - May 1, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.56% Jul 14, 2003 - Dec 31, 2003 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.79% Jul 25, 2005 - Sep 27, 2006 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.55% Mar 30, 2007 - Jan 14, 2008 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.62% Mar 13, 2012 - Jul 2, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.50% Oct 7, 2009 - Mar 3, 2010 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.24% Feb 4, 2003 - Feb 27, 2003 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.21% Sep 3, 2019 - Dec 23, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.80% Dec 12, 2006 - Feb 6, 2007 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NRK and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
NRK vs SPY dividend yield comparison.
| Year | NRK | SPY |
|---|---|---|
| 2026 | 3.30% | 0.24% |
| 2025 | 8.21% | 1.07% |
| 2024 | 6.74% | 1.21% |
| 2023 | 4.06% | 1.40% |
| 2022 | 5.41% | 1.65% |
| 2021 | 4.18% | 1.20% |
| 2020 | 4.15% | 1.52% |
| 2019 | 3.98% | 1.75% |
| 2018 | 4.68% | 2.04% |
| 2017 | 4.85% | 1.80% |
| 2016 | 5.37% | 2.03% |
| 2015 | 5.44% | 2.06% |
| 2014 | 6.27% | 1.87% |
| 2013 | 5.86% | 1.81% |
| 2012 | 4.40% | 2.18% |
| 2011 | 4.80% | 2.05% |
| 2010 | 5.60% | 1.80% |
| 2009 | 4.98% | 1.95% |
| 2008 | 6.39% | 3.02% |
| 2007 | 4.84% | 1.85% |
| 2006 | 4.77% | 1.73% |
| 2005 | 5.73% | 1.73% |
| 2004 | 6.52% | 1.82% |
| 2003 | 5.34% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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