Find A Portfolio/Ticker
Comparison Box
JCE: Nuveen Core Equity Alpha Closed Fund (CEF)
Basic Info 13.58 0.12(0.89%) April 17
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 03/28/2007 |
| Last Dividend Date: | 03/14/2025 |
| 12-Mo. Yield | 9.26% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/28/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | -12.7 | 9.8 | 6.6 | 14.5 | 9.4 | 11.9 | 8.9 | 27.9 | 10.7 | -14.3 | 47.5 | 3.6 | 30.5 | -11.1 | 32.0 | -0.3 | -1.8 | 18.6 | 39.1 | 15.9 | 3.2 | 17.4 | 42.1 | -34.1 | -12.0 |
| Sharpe Ratio | NA | -1.62 | 0.19 | 0.09 | 0.51 | 0.34 | NA | 0.33 | 1.52 | 0.38 | -0.4 | 3.34 | 0.08 | 2.29 | -0.66 | 3.47 | -0.03 | -0.11 | 1.28 | 2.76 | 1.2 | 0.13 | 0.89 | 1.39 | -0.83 | -0.89 |
| Draw Down(%) | NA | 19.0 | 19.0 | 24.0 | 30.2 | 43.6 | NA | 57.6 | 7.6 | 10.3 | 30.2 | 5.1 | 43.6 | 7.6 | 28.9 | 4.1 | 15.3 | 14.9 | 12.1 | 9.2 | 10.0 | 21.7 | 12.1 | 31.4 | 50.0 | 22.6 |
| Standard Deviation(%) | NA | 24.7 | 17.8 | 25.6 | 23.3 | 22.8 | NA | 23.4 | 14.0 | 17.2 | 39.7 | 14.2 | 42.0 | 12.7 | 18.8 | 9.1 | 14.5 | 16.7 | 14.6 | 14.2 | 13.3 | 24.5 | 19.5 | 30.2 | 41.9 | 20.6 |
| Treynor Ratio | NA | -0.73 | 0.07 | 0.04 | 0.25 | 0.13 | NA | 0.11 | 0.48 | 0.11 | -0.29 | 2.23 | 0.04 | 0.68 | -0.19 | 0.55 | -0.01 | -0.02 | 0.26 | 0.54 | 0.24 | 0.04 | 0.21 | 0.4 | -0.36 | -0.23 |
| Alpha | NA | -0.08 | 0.02 | 0.01 | 0.04 | 0.01 | NA | 0.01 | 0.04 | -0.06 | 0.06 | 0.16 | -0.12 | 0.04 | -0.05 | 0.05 | 0.0 | -0.03 | 0.03 | 0.05 | 0.02 | 0.02 | 0.03 | 0.02 | 0.03 | -0.1 |
| Beta | NA | 0.54 | 0.49 | 0.53 | 0.48 | 0.59 | NA | 0.71 | 0.45 | 0.61 | 0.54 | 0.21 | 0.85 | 0.43 | 0.64 | 0.57 | 0.74 | 0.77 | 0.72 | 0.72 | 0.65 | 0.8 | 0.82 | 1.05 | 0.98 | 0.79 |
| RSquared | NA | 0.68 | 0.56 | 0.3 | 0.29 | 0.39 | NA | 0.49 | 0.42 | 0.46 | 0.25 | 0.12 | 0.54 | 0.38 | 0.52 | 0.29 | 0.56 | 0.56 | 0.45 | 0.37 | 0.51 | 0.75 | 0.65 | 0.74 | 0.75 | 0.43 |
| Yield(%) | N/A | 2.1 | 9.5 | 10.1 | 13.1 | 9.5 | 12.5 | N/A | 9.5 | 9.6 | 12.7 | 13.3 | 6.3 | 8.3 | 7.6 | 19.2 | 8.1 | 16.1 | 14.9 | 10.5 | 8.5 | 8.2 | 9.0 | 10.9 | 9.1 | 6.4 |
| Dividend Growth(%) | N/A | -75.0 | 0.0 | 23.2 | -8.9 | N/A | N/A | N/A | 0.0 | -45.1 | 26.8 | 98.6 | -7.5 | -10.1 | -56.0 | 122.7 | -58.7 | 9.5 | 73.8 | 33.8 | 0.0 | -1.8 | 0.0 | -26.3 | 15.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.0% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 1.21% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.31% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.05% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.43% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.13% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.13% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.0% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.11% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.17% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.09% (99%)
- VUG (Vanguard Growth ETF) 0.26% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.01% (99%)
- QQQQ (PowerShares QQQ) 0.02% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 0.26% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.67% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.40% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 0.08% (96%)
- PWB (Invesco Large Cap Growth ETF) 0.17% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.49% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.17% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.46% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 1.62% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.66% (97%)
- GAM (General American Investors Closed Fund) 0.29% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 1.82% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.89% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.30% (22%)
Latest Articles Related to JCE
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
