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JPC: Nuveen Preferred Income Opportunities Closed Fund (CEF)
Basic Info 7.98 0(0.0%) March 17
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 04/01/2003 |
| Last Dividend Date: | 03/14/2025 |
| 12-Mo. Yield | 11.36% |
| Expenses | - |
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Performance Analytics (As of 03/14/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/01/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 5.9 | 35.2 | 15.9 | 14.9 | 9.2 | 10.4 | 7.5 | 7.1 | 37.1 | 7.0 | -13.1 | 11.8 | -2.0 | 35.2 | -12.7 | 13.4 | 16.7 | 4.3 | 16.9 | -1.0 | 31.5 | 5.1 | 21.4 | 84.5 | -51.7 | -20.0 | 29.9 | -7.6 | 0.1 | 10.6 |
| Sharpe Ratio | NA | 3.41 | 2.83 | 0.8 | 0.39 | 0.36 | NA | NA | 0.24 | 2.88 | 0.17 | -0.76 | 1.44 | -0.04 | 3.74 | -1.41 | 1.59 | 1.03 | 0.45 | 2.34 | -0.08 | 2.4 | 0.29 | 1.41 | 2.01 | -0.75 | -1.52 | 3.28 | -0.88 | -0.05 | 1.01 |
| Draw Down(%) | NA | 1.6 | 4.5 | 22.4 | 40.1 | 52.5 | NA | NA | 77.2 | 4.5 | 22.4 | 23.2 | 6.4 | 52.5 | 3.7 | 16.8 | 4.0 | 13.9 | 6.8 | 4.7 | 17.3 | 7.9 | 18.2 | 12.9 | 44.9 | 71.1 | 25.5 | 5.4 | 15.3 | 21.1 | 11.4 |
| Standard Deviation(%) | NA | 8.9 | 10.2 | 15.4 | 26.2 | 21.3 | NA | NA | 24.3 | 10.7 | 16.6 | 19.3 | 8.1 | 55.6 | 9.1 | 9.9 | 8.0 | 16.0 | 9.5 | 7.2 | 12.9 | 13.2 | 17.5 | 15.1 | 41.9 | 69.7 | 15.1 | 8.2 | 11.1 | 16.2 | 13.5 |
| Treynor Ratio | NA | 0.89 | 0.99 | 0.31 | 0.3 | 0.28 | NA | NA | -1.88 | 0.96 | 0.1 | -0.29 | 1.74 | -0.08 | -4.38 | -0.76 | 1.47 | 0.48 | 0.52 | 1.66 | -0.04 | -1.05 | -0.11 | -0.51 | -1.32 | 0.48 | 2.07 | 0.75 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.1 | 0.1 | 0.06 | 0.06 | 0.04 | NA | NA | 0.03 | 0.12 | 0.01 | 0.01 | 0.05 | 0.03 | 0.12 | -0.05 | 0.05 | 0.06 | 0.02 | 0.06 | 0.01 | 0.12 | 0.07 | 0.1 | 0.28 | -0.16 | -0.09 | 0.09 | -0.04 | -0.02 | 0.05 |
| Beta | NA | 0.34 | 0.29 | 0.4 | 0.34 | 0.27 | NA | NA | -0.03 | 0.32 | 0.27 | 0.5 | 0.07 | 0.28 | -0.08 | 0.18 | 0.09 | 0.35 | 0.08 | 0.1 | 0.27 | -0.3 | -0.48 | -0.42 | -0.64 | -1.09 | -0.11 | 0.36 | 0.47 | 0.58 | 0.15 |
| RSquared | NA | 0.16 | 0.1 | 0.14 | 0.03 | 0.02 | NA | NA | 0.0 | 0.12 | 0.06 | 0.19 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.04 | 0.01 | 0.01 | 0.04 | 0.05 | 0.16 | 0.11 | 0.04 | 0.04 | 0.0 | 0.08 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.5 | 10.7 | 7.6 | 9.0 | 7.5 | 9.1 | 5.8 | N/A | 10.3 | 7.4 | 6.4 | 6.7 | 6.3 | 8.6 | 7.4 | 7.8 | 8.7 | 8.4 | 8.5 | 7.6 | 9.6 | 8.9 | 9.1 | 12.9 | 9.2 | 4.0 | 9.0 | 9.1 | 8.5 | 5.8 |
| Dividend Growth(%) | N/A | -71.6 | 40.4 | -4.1 | -16.9 | -14.0 | N/A | N/A | N/A | 30.2 | -15.0 | 0.0 | -3.6 | -9.8 | -2.7 | -3.0 | -3.2 | 1.0 | 4.9 | 0.0 | -0.1 | 0.9 | 10.3 | 8.8 | -37.5 | 75.4 | -48.2 | -14.9 | -1.5 | 51.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2003
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