Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPSRX (NUVEEN PREFERRED SECURITIES FUND CLASS I) | 0.79% | 8.53% | 10.22% | 3.57% | 5.09% | 5.91% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPSRX (NUVEEN PREFERRED SECURITIES FUND CLASS I) | 02/09/2007 | 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 (%) | 0.00 | 8.53 | 10.22 | 3.57 | 5.09 | 5.91 | NA | … | … | 0.79 | 11.21 | 9.64 | 6.19 | -9.80 | 5.00 | 5.53 | 17.07 | -6.14 | 11.25 | 5.37 | 4.67 | 9.16 | 4.69 | 25.26 | -0.39 | 18.41 | 43.84 | -24.44 | -10.33 |
| Sharpe Ratio | NA | 2.22 | 2.09 | 0.22 | 0.54 | NA | NA | … | … | -0.11 | 2.41 | 1.98 | 0.31 | -2.18 | 2.14 | 0.33 | 6.12 | -2.54 | 4.61 | 1.16 | 1.81 | 3.81 | 1.44 | 4.05 | -0.05 | 2.95 | 1.41 | -0.91 | -2.81 |
| Standard Deviation(%) | NA | 3.11 | 3.61 | 5.03 | 6.44 | NA | NA | … | … | 3.71 | 3.47 | 3.05 | 8.36 | 5.18 | 2.32 | 15.99 | 2.55 | 2.97 | 2.31 | 4.46 | 2.55 | 2.40 | 3.24 | 6.29 | 8.25 | 6.21 | 31.12 | 27.80 | 5.19 |
| Draw Down(%) | NA | 3.30 | 3.60 | 18.26 | 26.46 | NA | NA | … | … | 3.30 | 3.60 | 1.90 | 13.74 | 13.65 | 2.38 | 26.46 | 0.89 | 7.05 | 1.12 | 5.55 | 1.87 | 1.42 | 5.15 | 3.57 | 11.75 | 7.20 | 44.73 | 42.83 | 11.71 |
| Yield(%) | 0.00 | 5.55 | 6.25 | 4.89 | 5.27 | 5.94 | 5.17 | … | … | 1.94 | 6.02 | 6.08 | 5.84 | 4.97 | 4.57 | 5.01 | 5.48 | 4.90 | 5.80 | 5.81 | 6.12 | 6.69 | 8.17 | 8.37 | 9.32 | 9.69 | 9.89 | 7.39 | 5.61 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| NPSRX (NUVEEN PREFERRED SECURITIES FUND CLASS I) |
-0.73%
Oct 2020 – Oct 2023 |
1.36%
Mar 2018 – Mar 2023 |
3.49%
May 2013 – May 2023 |
5.43%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPSRX (NUVEEN PREFERRED SECURITIES FUND CLASS I) |
36.57%
Feb 2009 – Feb 2012 |
25.76%
Feb 2009 – Feb 2014 |
14.98%
Feb 2009 – Feb 2019 |
11.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart