Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPSAX (NUVEEN PREFERRED SECURITIES FUND CLASS A) | 0.50% | 7.97% | 9.86% | 3.29% | 4.81% | 5.62% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPSAX (NUVEEN PREFERRED SECURITIES FUND CLASS A) | 02/09/2007 | 06/05/2026 |
| 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 (%) | -0.25 | 7.97 | 9.86 | 3.29 | 4.81 | 5.62 | NA | … | … | 0.50 | 10.85 | 9.47 | 5.93 | -10.02 | 4.75 | 5.30 | 17.34 | -5.90 | 9.79 | 5.01 | 4.44 | 8.80 | 4.46 | 24.92 | -0.69 | 18.05 | 43.41 | -24.67 | -10.53 |
| Sharpe Ratio | NA | 2.15 | 2.03 | 0.17 | 0.50 | NA | NA | … | … | -0.18 | 2.34 | 1.96 | 0.27 | -2.22 | 2.08 | 0.31 | 6.20 | -2.43 | 4.00 | 1.09 | 1.77 | 3.79 | 1.36 | 3.99 | -0.09 | 2.93 | 1.39 | -0.92 | -2.85 |
| Standard Deviation(%) | NA | 3.07 | 3.56 | 5.03 | 6.44 | NA | NA | … | … | 3.72 | 3.42 | 2.98 | 8.38 | 5.18 | 2.27 | 15.98 | 2.56 | 3.01 | 2.29 | 4.39 | 2.49 | 2.31 | 3.24 | 6.29 | 8.19 | 6.14 | 31.13 | 27.80 | 5.21 |
| Draw Down(%) | NA | 3.30 | 3.63 | 18.59 | 26.49 | NA | NA | … | … | 3.30 | 3.63 | 1.90 | 13.82 | 13.81 | 2.40 | 26.49 | 0.89 | 6.85 | 1.12 | 5.58 | 1.82 | 1.42 | 5.22 | 3.57 | 11.79 | 7.20 | 44.76 | 42.96 | 11.82 |
| Yield(%) | 0.00 | 5.27 | 5.98 | 4.68 | 5.12 | 5.76 | 5.00 | … | … | 1.85 | 5.74 | 5.84 | 5.61 | 4.77 | 4.38 | 4.80 | 5.70 | 5.09 | 5.52 | 5.53 | 5.85 | 6.40 | 7.89 | 8.05 | 9.03 | 9.42 | 9.59 | 7.13 | 5.39 |
Data as of 06/05/2026, Common starting date is 02/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPSAX (NUVEEN PREFERRED SECURITIES FUND CLASS A) |
-0.95%
Oct 2020 – Oct 2023 |
1.31%
Mar 2018 – Mar 2023 |
3.22%
May 2013 – May 2023 |
5.15%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPSAX (NUVEEN PREFERRED SECURITIES FUND CLASS A) |
36.20%
Feb 2009 – Feb 2012 |
25.41%
Feb 2009 – Feb 2014 |
14.65%
Feb 2009 – Feb 2019 |
10.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart