Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPT (Nuveen Preferred and Income 2022 Term Fund) | NA | -4.08% | -5.29% | 0.24% | NA | NA | NA | … | … |
Data as of 11/03/2023, Common starting date is 01/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPT (Nuveen Preferred and Income 2022 Term Fund) | 01/27/2017 | 11/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.56 | -4.08 | -5.29 | 0.24 | NA | NA | NA | … | … | -4.26 | -22.15 | 7.00 | 2.99 | 29.04 | -12.05 | 6.21 |
| Sharpe Ratio | NA | -0.50 | -0.50 | -0.05 | NA | NA | NA | … | … | -0.56 | -1.45 | 0.95 | 0.06 | 2.06 | -1.33 | 0.69 |
| Standard Deviation(%) | NA | 16.58 | 13.93 | 23.20 | NA | NA | NA | … | … | 16.73 | 16.24 | 7.36 | 43.86 | 13.43 | 10.06 | 8.76 |
| Draw Down(%) | NA | 22.50 | 33.15 | 43.03 | NA | NA | NA | … | … | 22.50 | 27.81 | 3.55 | 43.03 | 5.20 | 13.48 | 3.72 |
| Yield(%) | 0.73 | 7.32 | 6.21 | 6.54 | 3.91 | 2.61 | 1.95 | … | … | 5.98 | 6.32 | 6.02 | 5.71 | 6.83 | 5.93 | 5.22 |
Data as of 11/03/2023, Common starting date is 01/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPT (Nuveen Preferred and Income 2022 Term Fund) |
-6.72%
Oct 2020 – Oct 2023 |
-1.87%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPT (Nuveen Preferred and Income 2022 Term Fund) |
12.45%
Dec 2018 – Dec 2021 |
3.86%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart