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JRS: Nuveen Real Estate Income (CEF)
Basic Info 10.22 0.13(1.29%) May 13
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 11/16/2001 |
| Last Dividend Date: | 03/12/2021 |
| 12-Mo. Yield | 8.34% |
| Expenses | - |
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Performance Analytics (As of 05/07/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.1 | 23.6 | 66.4 | 10.2 | 7.5 | 7.6 | 4.8 | 7.7 | -12.5 | 34.9 | -18.1 | 14.4 | 10.8 | 1.1 | 30.9 | -0.9 | 8.9 | 12.9 | 37.2 | 88.7 | -62.0 | -37.9 | 54.7 | 4.8 | 20.1 | 34.3 | 10.4 | -1.4 |
| SR | NA | 5.99 | 2.61 | 0.32 | 0.26 | 0.31 | NA | 0.22 | -0.24 | 2.51 | -1.27 | 1.19 | 0.57 | 0.07 | 2.37 | -0.04 | 0.51 | 0.45 | 1.36 | 1.41 | -0.77 | -1.43 | 3.32 | 0.16 | 0.96 | 2.82 | 0.56 | -1.9 |
| DD(%) | NA | 4.9 | 12.2 | 54.5 | 54.5 | 54.5 | NA | 87.8 | 54.5 | 5.4 | 22.0 | 5.8 | 18.3 | 15.0 | 7.4 | 28.3 | 17.2 | 28.5 | 18.9 | 54.1 | 82.7 | 42.7 | 13.6 | 13.4 | 22.2 | 7.9 | 13.8 | 1.6 |
| SD(%) | NA | 16.7 | 23.5 | 32.8 | 26.9 | 24.0 | NA | 31.5 | 52.9 | 13.3 | 15.3 | 11.6 | 18.4 | 15.8 | 13.0 | 22.6 | 17.5 | 28.3 | 27.3 | 63.0 | 81.2 | 28.7 | 15.6 | 15.9 | 19.9 | 11.9 | 16.6 | 6.9 |
| TR | NA | 1.4 | 0.71 | 0.11 | 0.07 | 0.09 | NA | 0.1 | -0.12 | 0.52 | -0.25 | 0.58 | 0.13 | 0.02 | 0.48 | -0.01 | 0.15 | 0.17 | 0.59 | 1.31 | -0.92 | -0.5 | 0.78 | 0.04 | 0.29 | 1.27 | 0.39 | -0.44 |
| Alpha(%) | NA | 0.15 | 0.08 | 0.0 | 0.01 | 0.0 | NA | 0.01 | -0.02 | 0.05 | -0.06 | 0.05 | 0.02 | 0.0 | 0.04 | 0.0 | 0.0 | 0.03 | 0.07 | 0.2 | -0.2 | -0.13 | 0.09 | -0.01 | 0.0 | 0.09 | 0.04 | -0.09 |
| Beta(%) | NA | 0.72 | 0.86 | 0.98 | 0.94 | 0.87 | NA | 0.72 | 1.04 | 0.64 | 0.77 | 0.24 | 0.79 | 0.68 | 0.65 | 0.83 | 0.59 | 0.77 | 0.63 | 0.68 | 0.68 | 0.82 | 0.67 | 0.72 | 0.67 | 0.26 | 0.24 | 0.29 |
| RS | NA | 0.43 | 0.69 | 0.69 | 0.66 | 0.59 | NA | 0.46 | 0.74 | 0.34 | 0.66 | 0.14 | 0.53 | 0.55 | 0.32 | 0.32 | 0.21 | 0.68 | 0.42 | 0.51 | 0.38 | 0.54 | 0.39 | 0.52 | 0.36 | 0.07 | 0.05 | 0.12 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2001
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Best ETFs
- REZ (iShares Residential Rel Est Capped) 1.81% (78%)
- PSR (PowerShares Active US Real Estate ETF) 1.37% (77%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 2.85% (49%)
- REM (iShares Mortgage Real Estate Capped) 2.75% (46%)
- FRI (First Trust S&P REIT ETF) 1.46% (30%)
- ICF (iShares Cohen & Steers REIT) 1.15% (24%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 2.21% (16%)
- RWR (SPDR Dow Jones REIT ETF) 1.43% (13%)
- SCHH (Schwab US REIT ETF) 1.39% (6%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 1.77% (6%)
Best Closed End Funds
- RNP (Cohen & Steers REIT & Preferred Income) 0.53% (99%)
- RQI (Cohen & Steers Qty Inc Realty Common) 3.39% (98%)
- RFI (Cohen & Steers Total Return) 1.08% (97%)
- JRS (Nuveen Real Estate Income) 1.29% (73%)
- NRO (Neuberger Real Estate Securities Income) 1.32% (64%)
- PGZ (Principal Real Estate Income Fund) 0.34% (41%)
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