Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJFRX (Nuveen Floating Rate Income Fund) | 2.45% | 7.31% | 9.50% | 5.74% | 4.68% | 3.62% | 2.03% | … | … |
Data as of 06/05/2026, Common starting date is 05/14/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJFRX (Nuveen Floating Rate Income Fund) | 05/14/2004 | 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.31 | 9.50 | 5.74 | 4.68 | 3.62 | 2.03 | … | … | 2.45 | 5.09 | 11.15 | 13.90 | -6.09 | 10.57 | -2.40 | 11.58 | -2.43 | 0.28 | 8.20 | -9.73 | 1.06 | 10.89 | 9.12 | -3.77 | 8.40 | 89.53 | -54.17 | -8.36 | -0.14 | 0.97 | 0.00 |
| Sharpe Ratio | NA | 2.52 | 2.45 | 0.91 | 0.46 | NA | NA | … | … | 1.42 | 0.63 | 4.33 | 3.06 | -1.29 | 4.91 | -0.14 | 2.83 | -1.40 | -0.17 | 2.16 | -2.95 | 0.39 | 5.77 | 3.20 | -0.62 | 2.14 | 9.90 | -4.05 | -3.16 | -1.55 | -0.68 | -0.49 |
| Standard Deviation(%) | NA | 1.94 | 2.68 | 3.66 | 6.71 | NA | NA | … | … | 2.55 | 3.50 | 1.74 | 3.38 | 5.84 | 2.15 | 18.66 | 3.57 | 2.73 | 2.23 | 3.70 | 3.31 | 2.68 | 1.88 | 2.86 | 6.16 | 3.89 | 9.03 | 13.57 | 3.66 | 2.31 | 1.88 | 2.36 |
| Draw Down(%) | NA | 1.87 | 5.73 | 10.73 | 34.20 | NA | NA | … | … | 1.87 | 5.73 | 1.19 | 2.80 | 10.73 | 1.17 | 34.20 | 2.27 | 8.04 | 2.76 | 5.25 | 13.16 | 4.26 | 1.90 | 3.41 | 11.89 | 6.28 | 8.64 | 56.31 | 9.40 | 1.84 | 2.18 | 1.34 |
| Yield(%) | 0.00 | 11.33 | 11.19 | 8.71 | 6.43 | 5.02 | 3.29 | … | … | 4.68 | 11.05 | 11.00 | 10.51 | 7.31 | 6.74 | 5.74 | 7.05 | 6.39 | 2.31 | 0.00 | 0.50 | 5.75 | 6.37 | 1.31 | 2.16 | 0.00 | 0.69 | 0.00 | 0.00 | 0.00 | 2.10 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/14/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJFRX (Nuveen Floating Rate Income Fund) |
-25.15%
Dec 2005 – Dec 2008 |
-7.82%
Jun 2004 – Jun 2009 |
-1.32%
Feb 2006 – Feb 2016 |
-1.10%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJFRX (Nuveen Floating Rate Income Fund) |
25.51%
Dec 2008 – Dec 2011 |
19.06%
Dec 2008 – Dec 2013 |
8.74%
Dec 2008 – Dec 2018 |
7.54%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart