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JMT: Nuveen Mortgage Opportunity Term 2 (CEF)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/25/2010 |
Last Dividend Date: | 11/14/2019 |
12-Mo. Yield | 1.00% |
Expenses | - |
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Performance Analytics (As of 03/12/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -2.0 | -1.6 | 2.7 | 4.9 | -0.5 | -6.6 | 4.5 | 11.9 | 3.1 | 7.9 | -2.3 | 44.8 | -8.5 | 2.3 |
Sharpe Ratio | NA | -0.59 | -0.21 | 0.24 | 0.44 | -0.25 | -0.85 | 0.42 | 1.29 | 0.42 | 1.07 | -0.18 | 4.05 | -0.63 | 0.22 |
Draw Down(%) | NA | 5.3 | 14.0 | 14.0 | 19.7 | 3.2 | 8.3 | 7.0 | 4.7 | 4.7 | 4.0 | 19.7 | 8.1 | 17.1 | 10.2 |
Standard Deviation(%) | NA | 8.9 | 8.9 | 8.7 | 10.3 | 7.9 | 9.3 | 9.2 | 9.1 | 7.3 | 7.3 | 13.0 | 11.2 | 13.7 | 12.3 |
Treynor Ratio | NA | 0.39 | -0.24 | 0.09 | 0.1 | 0.08 | -0.38 | 0.16 | 0.31 | 0.1 | 0.4 | -0.02 | 1.75 | -0.11 | 0.04 |
Alpha | NA | -0.01 | -0.01 | 0.01 | 0.01 | 0.01 | -0.03 | 0.01 | 0.03 | 0.01 | 0.03 | -0.03 | 0.13 | -0.05 | -0.02 |
Beta | NA | -0.13 | 0.08 | 0.23 | 0.44 | -0.25 | 0.21 | 0.25 | 0.38 | 0.3 | 0.2 | 1.11 | 0.26 | 0.79 | 0.62 |
RSquared | NA | 0.0 | 0.0 | 0.01 | 0.03 | 0.01 | 0.01 | 0.01 | 0.04 | 0.03 | 0.01 | 0.07 | 0.0 | 0.09 | 0.05 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/24/2010
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