Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJPCX (Nuveen Preferred Income Opportunities Fund) | 1.06% | 10.06% | 12.59% | 3.89% | 4.32% | 4.01% | 1.34% | … | … |
Data as of 06/03/2026, Common starting date is 05/05/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJPCX (Nuveen Preferred Income Opportunities Fund) | 05/05/2003 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 10.06 | 12.59 | 3.89 | 4.32 | 4.01 | 1.34 | … | … | 1.06 | 12.23 | 12.64 | 5.91 | -13.43 | 8.49 | -1.11 | 23.25 | -8.36 | 8.53 | -0.20 | -1.61 | 13.69 | 1.60 | 19.33 | -9.88 | 12.38 | 52.86 | -54.73 | -13.25 | 0.56 | -5.53 | 0.72 | 4.79 |
| Sharpe Ratio | NA | 2.23 | 2.28 | 0.20 | 0.26 | NA | NA | … | … | 0.09 | 2.14 | 2.62 | 0.17 | -2.04 | 2.57 | -0.05 | 5.74 | -2.79 | 2.71 | -0.06 | -0.38 | 4.78 | 0.34 | 4.01 | -0.75 | 1.19 | 2.41 | -1.42 | -1.67 | -0.55 | -1.76 | -0.04 | 1.23 |
| Standard Deviation(%) | NA | 3.50 | 4.36 | 7.36 | 10.53 | NA | NA | … | … | 4.62 | 4.38 | 3.45 | 13.14 | 7.30 | 3.30 | 27.86 | 3.80 | 3.51 | 2.91 | 6.48 | 4.36 | 2.86 | 4.62 | 4.85 | 13.18 | 10.32 | 21.90 | 39.02 | 9.85 | 5.23 | 4.42 | 6.38 | 5.42 |
| Draw Down(%) | NA | 4.52 | 5.42 | 25.87 | 41.33 | NA | NA | … | … | 4.52 | 5.42 | 2.53 | 20.91 | 17.93 | 2.30 | 41.33 | 1.59 | 9.43 | 1.90 | 9.25 | 7.57 | 2.62 | 8.15 | 4.73 | 18.64 | 9.75 | 33.94 | 61.81 | 17.11 | 6.94 | 6.56 | 10.84 | 8.36 |
| Yield(%) | 0.00 | 9.90 | 9.85 | 6.85 | 5.93 | 5.03 | 2.73 | … | … | 3.88 | 10.01 | 9.16 | 6.84 | 6.49 | 6.62 | 6.27 | 7.97 | 7.01 | 3.17 | 0.00 | 0.60 | 7.63 | 5.50 | 0.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.95 | 0.66 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/05/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJPCX (Nuveen Preferred Income Opportunities Fund) |
-31.31%
Feb 2006 – Feb 2009 |
-21.18%
Feb 2004 – Feb 2009 |
-3.44%
Jan 2004 – Jan 2014 |
-2.15%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJPCX (Nuveen Preferred Income Opportunities Fund) |
26.80%
Feb 2009 – Feb 2012 |
18.93%
Feb 2009 – Feb 2014 |
10.58%
Feb 2009 – Feb 2019 |
7.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart