Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCE (Nuveen Core Equity Alpha Closed Fund) | 5.87% | 17.74% | 19.27% | 11.80% | 12.63% | 12.41% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCE (Nuveen Core Equity Alpha Closed Fund) | 03/28/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 17.74 | 19.27 | 11.80 | 12.63 | 12.41 | NA | … | … | 5.87 | 9.06 | 27.90 | 10.67 | -14.30 | 47.55 | 3.59 | 30.50 | -11.09 | 31.99 | -0.28 | -1.84 | 18.63 | 39.13 | 15.88 | 3.18 | 17.43 | 42.13 | -34.07 | -11.96 |
| Sharpe Ratio | NA | 1.39 | 1.10 | 0.41 | 0.49 | NA | NA | … | … | 0.95 | 0.41 | 1.74 | 0.41 | -0.40 | 3.34 | 0.08 | 2.29 | -0.67 | 3.47 | -0.03 | -0.11 | 1.28 | 2.76 | 1.20 | 0.13 | 0.89 | 1.39 | -0.83 | -0.89 |
| Standard Deviation(%) | NA | 13.20 | 15.95 | 22.80 | 22.63 | NA | NA | … | … | 15.36 | 17.78 | 13.98 | 17.17 | 39.70 | 14.22 | 41.97 | 12.69 | 18.75 | 9.08 | 14.52 | 16.74 | 14.58 | 14.18 | 13.34 | 24.54 | 19.54 | 30.21 | 41.90 | 20.61 |
| Draw Down(%) | NA | 10.86 | 19.01 | 30.24 | 43.56 | NA | NA | … | … | 10.86 | 19.01 | 7.61 | 10.34 | 30.24 | 5.14 | 43.56 | 7.58 | 28.90 | 4.08 | 15.28 | 14.93 | 12.12 | 9.17 | 10.02 | 21.74 | 12.11 | 31.36 | 49.97 | 22.60 |
| Yield(%) | 0.00 | 8.52 | 10.13 | 9.86 | 10.63 | 11.18 | 7.22 | … | … | 2.16 | 8.23 | 9.47 | 9.63 | 12.71 | 13.30 | 6.32 | 8.30 | 7.64 | 19.20 | 8.13 | 16.13 | 14.92 | 10.53 | 8.54 | 8.18 | 9.02 | 10.89 | 9.09 | 6.45 |
Data as of 06/04/2026, Common starting date is 03/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCE (Nuveen Core Equity Alpha Closed Fund) |
-5.59%
May 2007 – May 2010 |
2.18%
May 2007 – May 2012 |
7.59%
Apr 2007 – Apr 2017 |
8.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCE (Nuveen Core Equity Alpha Closed Fund) |
29.60%
Feb 2009 – Feb 2012 |
26.56%
Feb 2009 – Feb 2014 |
17.46%
Mar 2009 – Mar 2019 |
15.28%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart