Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPSFX (NUVEEN PREFERRED SECURITIES FUND CLASS R6) | 1.20% | 9.33% | 10.44% | 3.82% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPSFX (NUVEEN PREFERRED SECURITIES FUND CLASS R6) | 07/06/2016 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 9.33 | 10.44 | 3.82 | NA | NA | NA | … | … | 1.20 | 11.25 | 9.78 | 6.27 | -9.71 | 5.51 | 5.62 | 17.75 | -5.62 | 11.24 | 2.98 |
| Sharpe Ratio | NA | 2.39 | 2.13 | 0.27 | NA | NA | NA | … | … | 0.25 | 2.39 | 2.00 | 0.31 | -2.15 | 2.32 | 0.34 | 6.24 | -2.33 | 4.64 | 1.87 |
| Standard Deviation(%) | NA | 3.14 | 3.65 | 5.06 | NA | NA | NA | … | … | 3.79 | 3.51 | 3.07 | 8.38 | 5.19 | 2.37 | 15.86 | 2.61 | 3.01 | 2.29 | 3.15 |
| Draw Down(%) | NA | 3.29 | 3.59 | 17.85 | NA | NA | NA | … | … | 3.29 | 3.59 | 1.89 | 13.76 | 13.58 | 1.96 | 26.47 | 0.95 | 6.54 | 1.12 | 2.68 |
| Yield(%) | 0.51 | 6.15 | 6.51 | 5.12 | 5.48 | 3.65 | 2.74 | … | … | 2.47 | 6.08 | 6.14 | 5.91 | 5.03 | 5.06 | 5.09 | 6.04 | 5.36 | 5.80 | 2.93 |
Data as of 06/03/2026, Common starting date is 07/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPSFX (NUVEEN PREFERRED SECURITIES FUND CLASS R6) |
-0.51%
Oct 2020 – Oct 2023 |
1.72%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPSFX (NUVEEN PREFERRED SECURITIES FUND CLASS R6) |
10.71%
May 2023 – May 2026 |
7.14%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart