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JSD: Nuveen Short Duration Credit Opps Fund (CEF)
Basic Info
Asset Class: | Bank Loan |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/26/2011 |
Last Dividend Date: | 07/13/2023 |
12-Mo. Yield | 6.64% |
Expenses | - |
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Performance Analytics (As of 07/28/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/26/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 15.5 | 15.9 | 4.7 | 4.7 | 5.2 | 11.4 | -4.0 | 22.1 | -5.1 | 14.7 | -7.1 | 3.5 | 27.2 | -4.1 | -5.1 | 3.7 | 23.9 | -8.6 |
Sharpe Ratio | NA | 0.98 | 1.35 | 0.18 | 0.26 | 0.3 | 1.48 | -0.39 | 2.97 | -0.14 | 1.46 | -0.83 | 0.31 | 2.45 | -0.44 | -0.65 | 0.31 | 2.18 | -0.59 |
Draw Down(%) | NA | 9.1 | 16.9 | 45.3 | 45.3 | 45.3 | 7.1 | 16.9 | 4.8 | 45.3 | 6.0 | 19.0 | 5.1 | 7.4 | 16.1 | 8.7 | 11.6 | 7.2 | 19.5 |
Standard Deviation(%) | NA | 12.1 | 10.8 | 19.3 | 15.1 | 15.3 | 11.2 | 14.0 | 7.4 | 37.4 | 9.1 | 10.1 | 9.2 | 11.0 | 9.4 | 7.8 | 11.9 | 11.0 | 23.6 |
Treynor Ratio | NA | 0.22 | 0.28 | 0.03 | 0.04 | 0.05 | -2.12 | -0.06 | -1.41 | -0.01 | -0.26 | 0.43 | 0.11 | -1.59 | 1.09 | -0.81 | 0.06 | -1.02 | -0.07 |
Alpha | NA | 0.05 | 0.06 | 0.02 | 0.02 | 0.02 | 0.06 | 0.0 | 0.08 | -0.07 | 0.06 | -0.03 | 0.01 | 0.1 | -0.01 | -0.02 | 0.01 | 0.09 | -0.05 |
Beta | NA | 0.55 | 0.51 | 1.23 | 0.97 | 0.97 | -0.08 | 0.96 | -0.16 | 4.02 | -0.5 | -0.2 | 0.27 | -0.17 | -0.04 | 0.06 | 0.6 | -0.24 | 2.04 |
RSquared | NA | 0.03 | 0.02 | 0.03 | 0.02 | 0.02 | 0.0 | 0.07 | 0.0 | 0.11 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2011
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