STOT vs NBB

Comparison between STATE STREET(R) DOUBLELINE(R) SHORT DURATION TOTAL RETURN TACTICAL ETF (STOT, ETF) and Nuveen Taxable Municipal Income Fund (NBB, ETF).

5-Year PerformanceSTOT has outperformed NBB, delivering a return of +2.8% compared to -1.1%

STOT vs NBB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STOT(ETF)	NBB(ETF)
Net Assets	$473M	$475M
Expense Ratio	0.45%	N/A
Max Drawdown	9.93%	42.71%
Sharpe Ratio	-0.03	0.21
5Y Beta	-0.00	0.16
5Y Dividends CAGR	23.68%	1.44%

Net Assets

STOT

$473M

Winner

NBB

$475M

Expense Ratio

STOT

0.45%

NBB

N/A

Max Drawdown

Winner

STOT

9.93%

NBB

42.71%

Sharpe Ratio

STOT

-0.03

Winner

NBB

0.21

5Y Beta

Winner

STOT

-0.00

NBB

0.16

5Y Dividends CAGR

Winner

STOT

23.68%

NBB

1.44%

STOT vs NBB - Historical Returns

Returns include dividend reinvestment.

Period	STOT	NBB
1 month	+0.19%	-0.16%
3 months	+0.41%	-0.97%
6 months	+1.14%	+1.75%
1 year	+3.73%	+5.47%
5 years(CAGR)	+2.81%	-1.05%
10 years(CAGR)	+2.38%	+2.62%
Max(CAGR)	+2.43%	+5.05%

Winner

STOT

+0.19%

NBB

-0.16%

Winner

STOT

+0.41%

NBB

-0.97%

STOT

+1.14%

Winner

NBB

+1.75%

STOT

+3.73%

Winner

NBB

+5.47%

5Y(CAGR)

Winner

STOT

+2.81%

NBB

-1.05%

10Y(CAGR)

STOT

+2.38%

Winner

NBB

+2.62%

Max(CAGR)

STOT

+2.43%

Winner

NBB

+5.05%

STOT vs NBB - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	STOT	NBB
2026	+1.23%	+1.39%
2025	+5.61%	+12.97%
2024	+5.33%	+1.78%
2023	+6.34%	+7.51%
2022	-3.62%	-24.19%
2021	+0.38%	+2.06%
2020	+2.47%	+13.82%
2019	+4.31%	+18.82%
2018	+0.97%	-6.08%
2017	+1.72%	+12.97%
2016	+0.89%	+8.81%
2015	N/A	+1.49%
2014	N/A	+22.93%
2013	N/A	-6.71%
2012	N/A	+7.88%
2011	N/A	+18.84%
2010	N/A	-4.27%

STOT vs NBB Drawdown Comparison

The maximum drawdown for STOT was -6.07%, occurring on Nov 7, 2022. Recovery took 567 trading sessions.

The maximum drawdown for NBB was -33.51%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current STOT drawdown is -0.16%. The current NBB drawdown is -7.47%.

Rank	STOT	NBB
#1	-6.07% Aug 3, 2021 - Nov 2, 2023	-33.51% Sep 15, 2021 - Oct 19, 2023
#2	-5.13% Mar 5, 2020 - Jul 23, 2020	-27.83% Feb 21, 2020 - Aug 6, 2020
#3	-1.59% Nov 7, 2016 - Apr 12, 2017	-16.99% May 1, 2013 - May 29, 2014
#4	-1.33% Sep 7, 2017 - Aug 20, 2018	-12.58% Oct 13, 2010 - Aug 3, 2011
#5	-0.85% Feb 12, 2021 - Jul 6, 2021	-12.45% Sep 6, 2016 - Aug 31, 2017
#6	-0.80% May 18, 2017 - Aug 3, 2017	-10.51% Jan 4, 2018 - Mar 25, 2019
#7	-0.76% Feb 27, 2026 - Apr 17, 2026	-9.87% Feb 2, 2015 - Jan 15, 2016
#8	-0.72% Oct 1, 2024 - Nov 27, 2024	-8.79% Jan 27, 2021 - Jul 8, 2021
#9	-0.72% Aug 20, 2018 - Dec 18, 2018	-7.38% Feb 8, 2012 - May 30, 2012
#10	-0.71% May 7, 2025 - May 22, 2025	-5.80% Sep 3, 2019 - Jan 15, 2020
#11	-0.66% Apr 4, 2025 - Apr 28, 2025	-5.77% Aug 1, 2012 - Nov 8, 2012
#12	-0.57% Apr 18, 2017 - May 16, 2017	-5.39% Aug 7, 2020 - Dec 2, 2020
#13	-0.51% May 22, 2025 - Jun 18, 2025	-3.81% Nov 12, 2012 - Jan 11, 2013
#14	-0.48% Oct 18, 2016 - Nov 7, 2016	-3.74% Oct 16, 2017 - Dec 6, 2017
#15	-0.44% Sep 4, 2019 - Oct 2, 2019	-3.33% Aug 29, 2014 - Oct 15, 2014

Correlation

Correlation between STOT and NBB is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2010 - 2026)

STOT vs NBB dividend yield comparison.

Year	STOT	NBB
2026	2.13%	4.41%
2025	4.52%	7.33%
2024	5.10%	6.96%
2023	4.53%	8.33%
2022	2.54%	7.86%
2021	1.76%	5.50%
2020	1.66%	4.67%
2019	2.61%	5.54%
2018	2.50%	6.38%
2017	1.95%	5.62%
2016	2.08%	6.35%
2015	0.00%	6.79%
2014	0.00%	6.57%
2013	0.00%	7.53%
2012	0.00%	6.24%
2011	0.00%	6.84%
2010	0.00%	4.46%