NUV vs USO

Comparison between Nuveen Municipal Value Fund Inc (NUV, ETF) and United States Oil Fund (USO, ETF).

5-Year PerformanceUSO has outperformed NUV, delivering a return of +25.3% compared to -0.2%

NUV vs USO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUV(ETF)	USO(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	N/A	0.86%
Max Drawdown	33.92%	98.19%
Sharpe Ratio	0.97	1.87
5Y Beta	0.12	0.08
5Y Dividends CAGR	2.58%	N/A

Net Assets

NUV

$1.90B

USO

$1.90B

Expense Ratio

NUV

N/A

USO

0.86%

Max Drawdown

Winner

NUV

33.92%

USO

98.19%

Sharpe Ratio

NUV

0.97

Winner

USO

1.87

5Y Beta

NUV

0.12

Winner

USO

0.08

5Y Dividends CAGR

NUV

2.58%

USO

N/A

NUV vs USO - Historical Returns

Returns include dividend reinvestment.

Period	NUV	USO
1 month	+0.90%	+11.09%
3 months	+1.51%	+75.76%
6 months	+3.17%	+90.68%
1 year	+11.09%	+105.12%
5 years(CAGR)	-0.20%	+25.32%
10 years(CAGR)	+2.50%	+4.33%
Max(CAGR)	+4.84%	-6.58%

NUV

+0.90%

Winner

USO

+11.09%

NUV

+1.51%

Winner

USO

+75.76%

NUV

+3.17%

Winner

USO

+90.68%

NUV

+11.09%

Winner

USO

+105.12%

5Y(CAGR)

NUV

-0.20%

Winner

USO

+25.32%

10Y(CAGR)

NUV

+2.50%

Winner

USO

+4.33%

Max(CAGR)

Winner

NUV

+4.84%

USO

-6.58%

NUV vs USO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NUV	USO
2026	+2.88%	+101.07%
2025	+9.25%	-10.10%
2024	+3.56%	+14.87%
2023	+2.79%	-1.46%
2022	-13.94%	+27.87%
2021	-3.67%	+67.88%
2020	+7.81%	-67.79%
2019	+17.97%	+30.05%
2018	-4.83%	-19.97%
2017	+10.10%	+4.98%
2016	-2.44%	+6.74%
2015	+9.91%	-44.70%
2014	+11.31%	-40.52%
2013	-8.62%	+4.44%
2012	+8.82%	-15.92%
2011	+13.18%	-2.41%
2010	-0.41%	-3.15%
2009	+11.52%	+10.24%
2008	-2.97%	-57.82%
2007	-4.18%	+53.36%
2006	+12.63%	-24.14%
2005	+11.40%	N/A
2004	+4.76%	N/A
2003	+6.25%	N/A
2002	+6.99%	N/A
2001	+9.72%	N/A
2000	+14.20%	N/A
1999	-8.03%	N/A

NUV vs USO Drawdown Comparison

The maximum drawdown for NUV was -28.29%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The maximum drawdown for USO was -98.19%, occurring on Apr 28, 2020. This drawdown has not yet recovered.

The current NUV drawdown is -6.46%. The current USO drawdown is -85.25%.

Rank	NUV	USO
#1	-28.29% Aug 11, 2021 - Oct 26, 2023	-98.19% Jul 14, 2008 - Apr 28, 2020
#2	-23.00% Feb 25, 2020 - Oct 20, 2020	-40.98% Jul 13, 2006 - Oct 31, 2007
#3	-20.55% May 19, 2008 - Sep 9, 2009	-12.04% Jan 2, 2008 - Feb 19, 2008
#4	-14.71% Dec 6, 2012 - Jan 5, 2015	-11.18% Nov 20, 2007 - Jan 2, 2008
#5	-12.54% Jul 7, 2016 - Sep 14, 2017	-10.48% Apr 21, 2006 - Jul 13, 2006
#6	-11.19% Sep 28, 2010 - Sep 21, 2011	-8.61% May 21, 2008 - Jun 6, 2008
#7	-9.77% Mar 17, 2004 - Oct 29, 2004	-7.97% Mar 13, 2008 - Apr 9, 2008
#8	-9.49% Nov 1, 1999 - Jul 7, 2000	-6.15% Jul 2, 2008 - Jul 11, 2008
#9	-9.15% Mar 13, 2007 - Apr 1, 2008	-5.85% Nov 6, 2007 - Nov 20, 2007
#10	-8.45% Sep 14, 2017 - Mar 21, 2019	-5.55% Apr 28, 2008 - May 5, 2008
#11	-7.42% Feb 2, 2015 - Oct 23, 2015	-4.69% Jun 6, 2008 - Jun 26, 2008
#12	-6.81% Feb 9, 2021 - Jul 2, 2021	-2.55% Feb 28, 2008 - Mar 5, 2008
#13	-6.78% Aug 30, 2001 - Nov 8, 2001	-2.51% Feb 20, 2008 - Feb 26, 2008
#14	-6.27% Oct 1, 2002 - Mar 6, 2003	-2.08% Apr 23, 2008 - Apr 25, 2008
#15	-6.19% Mar 7, 2012 - Apr 30, 2012	-1.97% May 9, 2008 - May 16, 2008