Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJLSX (Nuveen Mortgage Opportunity Term Fund) | 2.12% | 7.71% | 9.96% | 4.42% | 4.37% | 4.17% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/27/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJLSX (Nuveen Mortgage Opportunity Term Fund) | 11/27/2009 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 7.71 | 9.96 | 4.42 | 4.37 | 4.17 | NA | … | … | 2.12 | 9.34 | 13.64 | 8.21 | -10.38 | 4.49 | 1.65 | 5.17 | 1.62 | 7.92 | -0.28 | -3.62 | 7.35 | 7.98 | 24.10 | -13.31 | 8.01 | 0.04 |
| Sharpe Ratio | NA | 4.94 | 3.89 | 0.69 | 0.51 | NA | NA | … | … | 2.48 | 4.95 | 5.27 | 1.50 | -2.74 | 2.82 | 0.09 | 2.54 | 0.18 | 3.83 | -0.19 | -2.07 | 2.91 | 1.92 | 4.16 | -2.57 | 0.68 | 0.20 |
| Standard Deviation(%) | NA | 1.02 | 1.78 | 2.70 | 5.38 | NA | NA | … | … | 1.05 | 1.31 | 1.90 | 3.05 | 4.33 | 1.58 | 15.50 | 1.45 | 1.37 | 1.91 | 2.56 | 1.77 | 2.52 | 4.13 | 5.83 | 5.19 | 11.61 | 2.20 |
| Draw Down(%) | NA | 1.07 | 1.57 | 13.93 | 31.41 | NA | NA | … | … | 1.07 | 1.57 | 0.82 | 2.68 | 13.50 | 0.73 | 31.41 | 0.51 | 1.54 | 1.16 | 3.67 | 4.35 | 1.43 | 7.03 | 2.35 | 16.23 | 10.23 | 0.38 |
| Yield(%) | 0.00 | 9.54 | 9.51 | 6.75 | 5.98 | 5.34 | 4.24 | … | … | 3.98 | 9.50 | 9.52 | 8.30 | 4.79 | 4.35 | 4.27 | 5.90 | 8.42 | 9.17 | 0.00 | 0.48 | 5.99 | 10.60 | 2.37 | 1.35 | 0.72 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/27/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJLSX (Nuveen Mortgage Opportunity Term Fund) |
-2.54%
Oct 2019 – Oct 2022 |
-1.73%
Mar 2015 – Mar 2020 |
1.47%
Apr 2013 – Apr 2023 |
3.55%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJLSX (Nuveen Mortgage Opportunity Term Fund) |
12.89%
Dec 2011 – Dec 2014 |
7.56%
Mar 2020 – Mar 2025 |
5.41%
Dec 2011 – Dec 2021 |
4.16%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart