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NZF vs PTY

Comparison between Nuveen Municipal Credit Income Fund (NZF, ETF) and PIMCO Corporate & Income Opportunity Fund (PTY, ETF).

5-Year PerformanceNZF has outperformed PTY, delivering a return of -0.5% compared to -1.1%

NZF vs PTY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NZF
$2.40B
Winner
PTY
$2.50B
Max Drawdown
Winner
NZF
53.68%
PTY
69.69%
Sharpe Ratio
Winner
NZF
0.83
PTY
-0.83
5Y Beta
Winner
NZF
0.26
PTY
0.38
5Y Dividends CAGR
Winner
NZF
5.65%
PTY
-1.79%

NZF vs PTY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NZF
-0.64%
PTY
-1.42%
3M
Winner
NZF
+0.55%
PTY
-1.24%
6M
Winner
NZF
+1.33%
PTY
-3.75%
1Y
Winner
NZF
+12.50%
PTY
-5.23%
5Y(CAGR)
Winner
NZF
-0.49%
PTY
-1.15%
10Y(CAGR)
NZF
+3.37%
Winner
PTY
+8.07%
Max(CAGR)
NZF
+5.39%
Winner
PTY
+10.80%

NZF vs PTY - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearNZFPTY
2026+3.02%-1.75%
2025+10.22%-0.67%
2024+9.27%+18.80%
2023+0.81%+20.09%
2022-25.42%-19.88%
2021+12.24%+0.41%
2020+4.20%+3.32%
2019+25.44%+33.03%
2018-6.42%+2.18%
2017+13.98%+27.10%
2016+4.29%+17.50%
2015+9.73%-9.11%
2014+17.83%+2.07%
2013-14.78%+3.99%
2012+9.39%+28.59%
2011+18.65%+13.77%
2010+5.85%+38.58%
2009+35.91%+52.71%
2008-22.21%-15.60%
2007-10.97%-13.19%
2006+14.46%+12.83%
2005+11.74%+6.86%
2004+6.26%+18.02%
2003+12.36%+28.16%
2002+5.43%+0.00%
2001-9.18%N/A

NZF vs PTY Drawdown Comparison

The maximum drawdown for NZF was -48.48%, occurring on Oct 10, 2008. Recovery took 678 trading sessions.

The maximum drawdown for PTY was -60.85%, occurring on Mar 9, 2009. Recovery took 571 trading sessions.

The current NZF drawdown is -3.66%. The current PTY drawdown is -10.89%.

RankNZFPTY
#1-48.48%
Dec 27, 2006 - Sep 8, 2009
-60.85%
May 7, 2007 - Aug 11, 2009
#2-37.40%
Nov 9, 2021 - Oct 25, 2023
-46.52%
Feb 20, 2020 - Feb 5, 2021
#3-29.81%
Feb 21, 2020 - Dec 31, 2020
-41.34%
Aug 11, 2021 - Sep 8, 2025
#4-24.09%
Nov 23, 2012 - Jan 30, 2015
-25.90%
Mar 25, 2011 - Mar 1, 2012
#5-15.42%
Sep 1, 2010 - Sep 12, 2011
-23.24%
Dec 4, 2014 - Aug 9, 2016
#6-15.12%
Mar 9, 2004 - Nov 3, 2004
-22.68%
Jun 12, 2018 - Apr 1, 2019
#7-13.69%
Jul 8, 2016 - Jul 28, 2017
-21.99%
May 8, 2013 - Feb 11, 2014
#8-10.58%
Sep 10, 2018 - Feb 27, 2019
-15.43%
Oct 9, 2025 - Mar 27, 2026
#9-10.37%
Oct 3, 2001 - Aug 29, 2002
-15.02%
Jan 21, 2004 - Aug 13, 2004
#10-8.44%
Oct 7, 2002 - Apr 21, 2003
-13.24%
Feb 7, 2005 - Jun 8, 2005
#11-8.36%
Jun 12, 2003 - Jan 7, 2004
-12.51%
Sep 9, 2014 - Nov 28, 2014
#12-8.23%
Sep 6, 2005 - Jan 5, 2006
-12.20%
Nov 9, 2010 - Jan 14, 2011
#13-8.01%
Dec 7, 2017 - Sep 5, 2018
-10.79%
Jun 13, 2003 - Oct 29, 2003
#14-7.98%
Oct 7, 2009 - Jan 29, 2010
-10.79%
Sep 19, 2006 - May 2, 2007
#15-7.16%
Feb 2, 2015 - Dec 8, 2015
-10.46%
Apr 23, 2010 - Jun 14, 2010

Correlation

Correlation between NZF and PTY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2001 - 2026)

NZF vs PTY dividend yield comparison.

YearNZFPTY
20264.47%7.02%
20257.58%11.05%
20246.84%9.92%
20234.51%10.77%
20225.80%13.12%
20214.63%9.16%
20204.74%8.74%
20194.82%8.37%
20186.05%10.63%
20175.86%9.48%
20166.26%12.09%
20155.50%11.92%
20145.32%13.90%
20135.88%19.70%
20125.73%12.98%
20116.39%11.92%
20107.37%12.20%
20096.33%13.61%
20087.81%13.19%
20076.05%10.26%
20065.66%11.10%
20056.38%10.12%
20046.81%12.94%
20036.58%10.80%
20026.65%0.00%
20011.11%0.00%

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