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JCE: Nuveen Core Equity Alpha (CEF)
Basic Info 11.86 0.19(1.58%) March 22
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 03/28/2007 |
| Last Dividend Date: | 03/14/2023 |
| 12-Mo. Yield | 10.62% |
| Expenses | - |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.4 | -7.6 | -0.3 | 34.9 | 11.7 | 12.8 | 12.1 | 9.8 | 2.0 | 58.6 | 3.9 | 30.4 | -11.1 | 32.1 | -0.3 | -1.9 | 18.6 | 39.1 | 15.9 | 3.2 | 17.4 | 42.1 | -34.1 | -12.0 |
| SR | NA | -2.28 | -0.16 | 0.85 | 0.35 | 0.51 | NA | 0.37 | 0.01 | 3.94 | 0.09 | 2.29 | -0.66 | 3.49 | -0.04 | -0.12 | 1.27 | 2.76 | 1.2 | 0.13 | 0.89 | 1.39 | -0.83 | -0.89 |
| DD(%) | NA | 10.2 | 23.5 | 23.8 | 43.4 | 43.4 | NA | 57.6 | 23.8 | 5.0 | 43.4 | 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 |
| SD(%) | NA | 20.3 | 38.6 | 32.0 | 28.6 | 22.6 | NA | 24.1 | 39.9 | 14.9 | 41.9 | 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 |
| TR | NA | -0.97 | -0.12 | 0.5 | 0.17 | 0.19 | NA | 0.12 | 0.01 | 1.91 | 0.04 | 0.64 | -0.19 | 0.55 | -0.01 | -0.03 | 0.26 | 0.54 | 0.24 | 0.04 | 0.21 | 0.4 | -0.36 | -0.23 |
| Alpha(%) | NA | -0.3 | 0.04 | 0.07 | 0.02 | 0.02 | NA | 0.01 | 0.13 | 0.15 | -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 | 0.47 | 0.52 | 0.55 | 0.59 | 0.62 | NA | 0.74 | 0.53 | 0.31 | 0.88 | 0.45 | 0.64 | 0.57 | 0.74 | 0.77 | 0.72 | 0.72 | 0.65 | 0.8 | 0.82 | 1.05 | 0.98 | 0.79 |
| RS | NA | 0.33 | 0.2 | 0.28 | 0.36 | 0.38 | NA | 0.5 | 0.23 | 0.29 | 0.57 | 0.4 | 0.52 | 0.29 | 0.56 | 0.56 | 0.45 | 0.37 | 0.51 | 0.75 | 0.65 | 0.74 | 0.75 | 0.43 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/2007
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See LARGE GROWTH Asset Class Trend Rankings |
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Best Closed End Funds
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- ETV (Eaton Vance Tax-Managed Buy-Write Opp) 1.41% (98%)
- GAM (General American Investors) 1.56% (98%)
- MCN (Madison-Claymore Covered Call & Eq Strat) 0.91% (97%)
- JCE (Nuveen Core Equity Alpha) 1.58% (97%)
- FXBY (Foxby Corp Common) (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 1.08% (22%)
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