Income funds built on Municipal Bonds (MUB)
3 active income funds that track Municipal Bonds (MUB), ranked by DT Score, then yield. For reference, MUB itself returned +0.8% (with dividends) over the last year.
| Fund | Category | Fwd rate | 12m yield | 1Y total ret. | Earned % 1Y | Upside capt. | Downside capt. | Tracking | DT Score | Momentum | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OVM Overlay Shares Municipal Bond ETF | Bonds / Fixed Income | 5.2% | 5.8% | +3.0% | 53% | 132% | 125% | Loosely | 44 | 67 | Mixed |
| NVG Nuveen AMT-Free Municipal Credit Income Fund | CEF - Fixed Income | 8.2% | 8.2% | -0.2% | -3% | 229% | 240% | Weakly | 35 | 46 | Mixed |
| YYYM Amplify Municipal CEF High Income ETF | Fund of Funds / Multi-Strategy | 6.9% | 4.3% | – | – | 168% | 186% | Weakly | – | 51 | Up (short history) |
How to read this: upside capture is the share of MUB's gains a fund caught on up days; downside capture is the share of its losses it took on down days. A fund with 60% upside and 90% downside gives up more on the way up than it saves on the way down. Earned % shows whether the payout was covered by total return.
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