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JCE: Nuveen Core Equity Alpha Closed Fund (CEF)
Basic Info 15.34 0.04(0.26%) October 11
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 03/28/2007 |
| Last Dividend Date: | 09/13/2024 |
| 12-Mo. Yield | 10.65% |
| Expenses | - |
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Performance Analytics (As of 10/10/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/28/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 20.9 | 35.0 | 10.7 | 13.2 | 11.2 | 13.7 | 9.7 | 10.7 | -14.2 | 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 | 1.33 | 2.01 | 0.24 | 0.37 | 0.42 | NA | 0.36 | 0.38 | -0.39 | 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 | 7.6 | 7.6 | 30.2 | 43.6 | 43.6 | NA | 57.6 | 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 | 14.4 | 15.6 | 26.5 | 28.3 | 22.7 | NA | 23.5 | 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 | 0.39 | 0.57 | 0.12 | 0.17 | 0.15 | NA | 0.12 | 0.11 | -0.29 | 1.32 | 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 | 0.02 | 0.04 | 0.03 | 0.01 | 0.01 | NA | 0.0 | -0.06 | 0.06 | 0.14 | -0.13 | 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 | 0.5 | 0.55 | 0.54 | 0.63 | 0.63 | NA | 0.74 | 0.61 | 0.54 | 0.36 | 0.88 | 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 | 0.45 | 0.45 | 0.29 | 0.38 | 0.4 | NA | 0.51 | 0.46 | 0.25 | 0.29 | 0.57 | 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 | 7.1 | 10.3 | 11.1 | 10.7 | 10.6 | 13.9 | N/A | 9.6 | 12.8 | 13.2 | 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 | -25.0 | -39.3 | 77.4 | -20.3 | N/A | N/A | N/A | -45.5 | 28.8 | 97.2 | -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
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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