Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJPIX (Nuveen Preferred and Income Term Fund) | 0.00% | 8.38% | 5.89% | 2.88% | 4.12% | NA | NA | … | … |
Data as of 01/26/2026, Common starting date is 07/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJPIX (Nuveen Preferred and Income Term Fund) | 07/26/2012 | 01/26/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.38 | 5.89 | 2.88 | 4.12 | NA | NA | … | … | 0.00 | 9.01 | 11.63 | 4.33 | -15.18 | 8.10 | 2.04 | 24.06 | -8.55 | 10.21 | -1.27 | -1.50 | 12.21 | 1.88 | 4.77 |
| Sharpe Ratio | NA | 1.43 | 0.33 | 0.07 | 0.26 | NA | NA | … | … | 0.00 | 1.54 | 2.62 | 0.06 | -2.00 | 2.74 | 0.07 | 6.25 | -2.96 | 3.50 | -0.25 | -0.43 | 5.35 | 0.45 | 3.68 |
| Standard Deviation(%) | NA | 3.87 | 7.52 | 7.11 | 9.62 | NA | NA | … | … | NA | 3.99 | 3.06 | 12.22 | 8.33 | 2.95 | 24.61 | 3.61 | 3.37 | 2.74 | 5.90 | 3.59 | 2.28 | 4.09 | 3.14 |
| Draw Down(%) | NA | 5.19 | 20.57 | 27.51 | 39.29 | NA | NA | … | … | 0.00 | 5.19 | 2.09 | 20.57 | 19.91 | 2.68 | 39.29 | 1.58 | 9.42 | 1.68 | 8.78 | 6.26 | 1.39 | 6.94 | 1.59 |
| Yield(%) | 0.00 | 5.92 | 6.09 | 5.61 | 5.23 | 4.49 | 3.37 | … | … | 0.00 | 6.49 | 7.34 | 6.25 | 6.22 | 6.39 | 6.12 | 7.34 | 6.41 | 2.35 | 0.00 | 1.27 | 8.05 | 5.33 | 0.00 |
Data as of 01/26/2026, Common starting date is 07/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJPIX (Nuveen Preferred and Income Term Fund) |
-3.69%
Mar 2017 – Mar 2020 |
-2.52%
Mar 2015 – Mar 2020 |
1.53%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJPIX (Nuveen Preferred and Income Term Fund) |
11.02%
Dec 2018 – Dec 2021 |
8.28%
Mar 2020 – Mar 2025 |
3.95%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart