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TY vs NUV

Comparison between Tri-Continental Corp (TY, ETF) and Nuveen Municipal Value Fund Inc (NUV, ETF).

5-Year PerformanceTY has outperformed NUV, delivering a return of +10.3% compared to -0.4%

TY vs NUV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TY
$1.90B
NUV
$1.90B
Max Drawdown
TY
78.22%
Winner
NUV
33.92%
Sharpe Ratio
Winner
TY
2.24
NUV
0.99
5Y Beta
TY
0.72
Winner
NUV
0.12
5Y Dividends CAGR
Winner
TY
14.97%
NUV
2.58%

TY vs NUV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TY
+5.02%
NUV
+0.68%
3M
Winner
TY
+3.54%
NUV
+1.51%
6M
Winner
TY
+9.95%
NUV
+3.51%
1Y
Winner
TY
+28.00%
NUV
+10.70%
5Y(CAGR)
Winner
TY
+10.27%
NUV
-0.43%
10Y(CAGR)
Winner
TY
+14.28%
NUV
+2.55%
Max(CAGR)
Winner
TY
+6.03%
NUV
+4.84%

TY vs NUV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTYNUV
2026+6.11%+2.88%
2025+17.62%+9.25%
2024+22.64%+3.56%
2023+17.19%+2.79%
2022-16.33%-13.94%
2021+31.10%-3.67%
2020+12.05%+7.81%
2019+28.15%+17.97%
2018-5.84%-4.83%
2017+27.70%+10.10%
2016+16.71%-2.44%
2015-2.05%+9.91%
2014+11.95%+11.31%
2013+26.03%-8.62%
2012+15.67%+8.82%
2011+4.25%+13.18%
2010+20.29%-0.41%
2009+16.94%+11.52%
2008-44.86%-2.97%
2007+3.50%-4.18%
2006+20.29%+12.63%
2005+4.01%+11.40%
2004+12.95%+4.76%
2003+21.39%+6.25%
2002-28.57%+6.99%
2001-3.49%+9.72%
2000-21.17%+14.20%
1999-8.03%-8.03%

TY vs NUV Drawdown Comparison

The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.

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

The current TY drawdown is -0.49%. The current NUV drawdown is -6.46%.

RankTYNUV
#1-67.68%
Dec 7, 1999 - Oct 18, 2013
-28.29%
Aug 11, 2021 - Oct 26, 2023
#2-38.60%
Feb 12, 2020 - Nov 13, 2020
-23.00%
Feb 25, 2020 - Oct 20, 2020
#3-20.75%
Dec 27, 2021 - Feb 9, 2024
-20.55%
May 19, 2008 - Sep 9, 2009
#4-17.72%
Apr 24, 2015 - Jul 13, 2016
-14.71%
Dec 6, 2012 - Jan 5, 2015
#5-17.66%
Oct 1, 2018 - Apr 3, 2019
-12.54%
Jul 7, 2016 - Sep 14, 2017
#6-16.08%
Jan 24, 2025 - Jun 27, 2025
-11.19%
Sep 28, 2010 - Sep 21, 2011
#7-8.00%
Jan 24, 2018 - Aug 7, 2018
-9.77%
Mar 17, 2004 - Oct 29, 2004
#8-7.84%
Sep 5, 2014 - Nov 3, 2014
-9.49%
Nov 1, 1999 - Jul 7, 2000
#9-6.80%
Feb 10, 2026 - Apr 14, 2026
-9.15%
Mar 13, 2007 - Apr 1, 2008
#10-6.34%
Jul 31, 2024 - Aug 19, 2024
-8.45%
Sep 14, 2017 - Mar 21, 2019
#11-6.33%
Dec 26, 2013 - Mar 31, 2014
-7.42%
Feb 2, 2015 - Oct 23, 2015
#12-6.25%
May 3, 2019 - Jun 20, 2019
-6.81%
Feb 9, 2021 - Jul 2, 2021
#13-5.93%
Jul 29, 2019 - Oct 25, 2019
-6.78%
Aug 30, 2001 - Nov 8, 2001
#14-5.06%
Mar 28, 2024 - May 20, 2024
-6.27%
Oct 1, 2002 - Mar 6, 2003
#15-4.55%
Nov 26, 2014 - Dec 23, 2014
-6.19%
Mar 7, 2012 - Apr 30, 2012

Correlation

Correlation between TY and NUV is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

TY vs NUV dividend yield comparison.

YearTYNUV
20260.83%1.41%
202511.97%4.30%
202410.61%4.16%
20234.36%3.94%
20228.71%3.91%
202114.13%3.41%
20206.25%3.35%
20196.86%3.48%
20188.13%4.01%
20174.69%3.99%
20164.12%4.10%
20154.05%3.95%
20143.51%4.44%
20133.38%4.97%
20123.74%4.16%
20111.93%5.04%
20101.81%5.33%
20093.32%4.50%
200821.44%5.46%
200711.69%5.34%
20061.25%4.75%
20051.29%5.06%
20041.26%5.82%
20031.04%5.60%
20021.96%5.73%
20017.43%5.62%
20001.56%2.70%
19990.43%0.00%

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