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JQC: Nuveen Credit Strategies Income Closed Fund (CEF)
Basic Info 5.37 0.02(0.37%) June 27
| Asset Class: | Bank Loan |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 08/08/2003 |
| Last Dividend Date: | 06/13/2025 |
| 12-Mo. Yield | 11.65% |
| Expenses | - |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/08/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 5.4 | 20.8 | 24.0 | 18.2 | 9.8 | 10.0 | 7.4 | 7.2 | 34.5 | 26.1 | -5.9 | 16.3 | -2.8 | 21.8 | -4.3 | -0.2 | 22.0 | -4.2 | -4.0 | 8.8 | 30.6 | 0.3 | 24.4 | 78.6 | -49.3 | -14.7 | 26.8 | -4.7 | 4.1 | 6.3 |
| Sharpe Ratio | NA | 0.44 | 1.11 | 1.51 | 1.23 | 0.45 | NA | NA | 0.27 | 2.56 | 1.81 | -0.44 | 1.77 | -0.06 | 2.51 | -0.68 | -0.1 | 1.9 | -0.45 | -0.55 | 0.71 | 2.61 | 0.01 | 1.58 | 1.82 | -0.83 | -1.04 | 3.38 | -0.66 | 0.21 | 1.48 |
| Draw Down(%) | NA | 12.3 | 13.6 | 13.6 | 16.3 | 47.9 | NA | NA | 75.1 | 5.1 | 7.6 | 16.3 | 5.8 | 47.9 | 5.6 | 9.4 | 6.1 | 8.3 | 15.6 | 8.4 | 10.8 | 8.3 | 16.9 | 12.4 | 46.5 | 70.3 | 21.6 | 4.1 | 13.3 | 20.0 | 5.1 |
| Standard Deviation(%) | NA | 19.1 | 15.8 | 13.7 | 13.1 | 18.5 | NA | NA | 21.9 | 11.0 | 12.2 | 16.5 | 9.2 | 47.1 | 8.1 | 8.3 | 8.4 | 11.4 | 9.2 | 7.3 | 12.3 | 11.8 | 15.8 | 15.4 | 43.1 | 60.2 | 17.1 | 7.0 | 10.3 | 15.1 | 10.9 |
| Treynor Ratio | NA | -3.86 | 1.91 | 0.3 | 0.23 | 0.08 | NA | NA | 0.23 | 0.44 | 0.74 | -0.06 | 0.32 | -0.01 | -0.46 | 0.11 | -0.02 | 1.21 | 0.14 | -0.54 | 0.2 | -0.38 | -0.01 | -0.26 | -0.36 | 0.26 | -1.2 | 0.28 | -0.05 | 0.02 | 0.25 |
| Alpha | NA | 0.04 | 0.07 | 0.07 | 0.06 | 0.03 | NA | NA | 0.03 | 0.1 | 0.08 | 0.01 | 0.06 | -0.05 | 0.08 | -0.02 | 0.0 | 0.08 | -0.01 | -0.02 | 0.03 | 0.12 | 0.01 | 0.11 | 0.38 | -0.24 | -0.07 | 0.08 | -0.03 | 0.01 | 0.05 |
| Beta | NA | -0.02 | 0.09 | 0.69 | 0.71 | 1.03 | NA | NA | 0.26 | 0.64 | 0.3 | 1.3 | 0.51 | 4.2 | -0.45 | -0.53 | 0.37 | 0.18 | -0.3 | 0.07 | 0.43 | -0.82 | -0.32 | -0.94 | -2.21 | -1.92 | 0.15 | 0.84 | 1.49 | 2.09 | 0.65 |
| RSquared | NA | 0.0 | 0.0 | 0.03 | 0.02 | 0.02 | NA | NA | 0.0 | 0.02 | 0.01 | 0.08 | 0.01 | 0.08 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.02 | 0.0 | 0.05 | 0.05 | 0.08 | 0.02 |
| Yield(%) | N/A | 5.7 | 11.7 | 11.6 | 11.0 | 8.2 | 9.0 | 5.9 | N/A | 12.2 | 11.5 | 7.7 | 10.4 | 13.3 | 16.7 | 5.8 | 6.9 | 8.0 | 6.8 | 6.0 | 7.8 | 10.0 | 8.9 | 9.0 | 12.4 | 9.2 | 8.1 | 9.0 | 8.2 | 8.7 | 3.4 |
| Dividend Growth(%) | N/A | -50.0 | 1.9 | -27.4 | -15.6 | -16.2 | N/A | N/A | N/A | 8.0 | 20.5 | -23.7 | -35.9 | -17.8 | 155.1 | -21.1 | -1.4 | 5.8 | 2.4 | -23.3 | -6.6 | 1.9 | 12.9 | 8.5 | -35.8 | -11.9 | 4.0 | -3.1 | -11.2 | 160.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/08/2003
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