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JPS: Nuveen Preferred Securites Income Fund (CEF)
Basic Info
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/24/2002 |
| Last Dividend Date: | 08/14/2023 |
| 12-Mo. Yield | 5.92% |
| Expenses | - |
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Performance Analytics (As of 11/03/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/24/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.4 | -2.2 | -5.2 | 0.5 | 4.5 | 9.0 | 3.7 | 4.1 | -4.3 | -24.9 | 6.3 | 4.1 | 30.1 | -12.3 | 18.0 | 10.6 | 10.5 | 18.4 | -7.2 | 30.1 | 7.6 | 18.4 | 64.2 | -47.1 | -22.3 | 28.0 | -2.7 | -1.2 | 16.3 | 1.4 |
| Sharpe Ratio | NA | -0.32 | -0.43 | -0.03 | 0.17 | NA | NA | 0.11 | -0.49 | -1.36 | 0.72 | 0.07 | 2.62 | -1.16 | 2.14 | 0.76 | 0.89 | 2.21 | -0.55 | 1.95 | 0.45 | 1.05 | 1.12 | -0.63 | -1.28 | 2.57 | -0.45 | -0.14 | 1.64 | 0.31 |
| Draw Down(%) | NA | 22.4 | 35.2 | 52.5 | 52.5 | NA | NA | 77.6 | 22.4 | 30.2 | 6.8 | 52.5 | 5.4 | 21.0 | 4.3 | 11.9 | 9.9 | 3.9 | 18.5 | 10.9 | 17.2 | 13.6 | 53.0 | 71.3 | 26.0 | 5.3 | 13.7 | 22.6 | 11.7 | 6.3 |
| Standard Deviation(%) | NA | 18.0 | 15.6 | 29.3 | 22.0 | NA | NA | 27.4 | 17.8 | 19.4 | 8.7 | 58.1 | 10.9 | 11.9 | 8.2 | 13.6 | 11.8 | 8.3 | 13.0 | 15.5 | 16.9 | 17.5 | 57.2 | 75.8 | 19.9 | 9.6 | 11.0 | 15.6 | 9.4 | 13.4 |
| Treynor Ratio | NA | -0.15 | -0.19 | -0.03 | 0.17 | NA | NA | -0.6 | -0.28 | -0.55 | 0.64 | 0.69 | -4.7 | -0.61 | 0.92 | 0.36 | 0.82 | -22.0 | -0.2 | -1.27 | -0.21 | -0.57 | -0.77 | 0.49 | -2.54 | 0.62 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | 0.01 | 0.02 | NA | NA | 0.03 | -0.02 | -0.05 | 0.03 | 0.08 | 0.11 | -0.05 | 0.06 | 0.04 | 0.04 | 0.07 | -0.01 | 0.12 | 0.07 | 0.09 | 0.27 | -0.11 | -0.11 | 0.09 | NA | NA | NA | NA |
| Beta | NA | 0.37 | 0.35 | 0.24 | 0.22 | NA | NA | -0.05 | 0.31 | 0.48 | 0.1 | 0.06 | -0.06 | 0.22 | 0.19 | 0.29 | 0.13 | -0.01 | 0.36 | -0.24 | -0.36 | -0.32 | -0.83 | -0.97 | 0.1 | 0.39 | NA | NA | NA | NA |
| RSquared | NA | 0.1 | 0.1 | 0.01 | 0.01 | NA | NA | 0.0 | 0.07 | 0.17 | 0.01 | 0.0 | 0.0 | 0.02 | 0.03 | 0.04 | 0.02 | 0.0 | 0.08 | 0.02 | 0.1 | 0.05 | 0.04 | 0.02 | 0.0 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 5.9 | 5.9 | 6.8 | 7.8 | 11.7 | 5.1 | N/A | 4.5 | 5.7 | 6.3 | 6.2 | 8.0 | 7.0 | 7.9 | 8.0 | 7.8 | 8.7 | 6.9 | 8.2 | 8.3 | 9.0 | 13.3 | 8.8 | 7.4 | 8.6 | 8.7 | 8.5 | 9.1 | 1.4 |
| Dividend Growth(%) | N/A | -30.0 | -22.1 | -19.4 | -31.3 | N/A | N/A | N/A | -43.9 | -8.4 | -2.7 | -7.4 | -4.3 | -5.6 | 3.2 | 3.6 | -2.0 | 7.6 | 0.0 | 0.0 | 1.2 | -10.9 | -24.8 | -13.1 | 0.4 | -10.9 | -7.8 | 0.0 | 547.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/24/2002
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