Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPI (Nuveen Preferred and Income Term Closed Fund) | NA | 9.27% | 10.71% | 5.50% | 6.52% | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 07/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPI (Nuveen Preferred and Income Term Closed Fund) | 07/27/2012 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.79 | 9.27 | 10.71 | 5.50 | 6.52 | NA | NA | … | … | 10.66 | 15.18 | 5.48 | -22.56 | 11.97 | 2.34 | 36.81 | -13.27 | 15.95 | 9.39 | 11.23 | 10.66 | 0.07 | 1.22 |
| Sharpe Ratio | NA | 0.38 | 0.52 | 0.25 | 0.28 | NA | NA | … | … | 0.67 | 1.30 | 0.13 | -1.56 | 1.40 | 0.05 | 3.65 | -1.33 | 2.08 | 0.70 | 1.18 | 1.61 | 0.00 | 0.25 |
| Standard Deviation(%) | NA | 16.59 | 14.02 | 13.17 | 17.78 | NA | NA | … | … | 18.01 | 8.89 | 14.56 | 15.40 | 8.55 | 42.79 | 9.68 | 11.10 | 7.39 | 13.10 | 9.50 | 6.63 | 12.07 | 11.22 |
| Draw Down(%) | NA | 14.78 | 20.59 | 31.35 | 46.61 | NA | NA | … | … | 12.79 | 7.30 | 20.59 | 27.69 | 5.76 | 46.61 | 3.54 | 18.43 | 3.00 | 9.95 | 6.58 | 3.44 | 14.65 | 5.65 |
| Yield(%) | 0.00 | 8.66 | 7.63 | 6.65 | 7.15 | 6.05 | 4.54 | … | … | 6.54 | 7.65 | 6.57 | 6.01 | 6.40 | 6.13 | 8.01 | 5.61 | 7.53 | 8.48 | 9.42 | 8.72 | 10.06 | 3.09 |
Data as of 09/23/2025, Common starting date is 07/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPI (Nuveen Preferred and Income Term Closed Fund) |
-3.90%
Dec 2019 – Dec 2022 |
0.11%
May 2018 – May 2023 |
3.68%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPI (Nuveen Preferred and Income Term Closed Fund) |
16.17%
Dec 2018 – Dec 2021 |
10.85%
Dec 2014 – Dec 2019 |
6.83%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart