Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJPSX (Nuveen Preferred Securities Income Fund) | NA | -2.51% | -3.91% | 1.30% | 2.50% | 6.37% | -0.73% | … | … |
Data as of 11/27/2023, Common starting date is 11/20/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJPSX (Nuveen Preferred Securities Income Fund) | 11/20/2002 | 11/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.51 | -3.91 | 1.30 | 2.50 | 6.37 | -0.73 | … | … | -7.37 | -17.48 | 6.00 | 2.02 | 23.10 | -7.71 | 12.15 | -0.18 | -1.86 | 15.15 | 2.70 | 17.90 | -3.91 | 13.58 | 42.69 | -52.87 | -20.57 | -0.81 | -3.84 | -0.87 | 9.28 | 3.34 |
| Sharpe Ratio | NA | -0.76 | -0.84 | -0.13 | 0.09 | NA | NA | … | … | -0.83 | -2.35 | 2.03 | 0.08 | 5.92 | -2.76 | 3.87 | -0.06 | -0.56 | 6.99 | 0.66 | 4.95 | -0.47 | 1.93 | 1.71 | -1.32 | -3.09 | -1.12 | -1.47 | -0.27 | 1.30 | 7.89 |
| Standard Deviation(%) | NA | 14.37 | 9.64 | 12.74 | 9.42 | NA | NA | … | … | 15.01 | 8.06 | 2.94 | 22.68 | 3.66 | 3.27 | 2.99 | 6.37 | 3.35 | 2.17 | 4.07 | 3.64 | 8.31 | 6.97 | 24.85 | 40.65 | 7.66 | 3.67 | 4.08 | 6.77 | 6.58 | 4.44 |
| Draw Down(%) | NA | 20.58 | 30.37 | 37.26 | 37.26 | NA | NA | … | … | 20.58 | 21.43 | 2.81 | 37.26 | 1.72 | 8.47 | 2.02 | 9.35 | 6.46 | 1.10 | 6.81 | 3.26 | 13.01 | 7.95 | 48.32 | 64.55 | 22.09 | 5.93 | 7.06 | 11.54 | 10.22 | 0.70 |
| Yield(%) | 0.00 | 4.61 | 5.30 | 6.17 | 5.07 | 7.17 | 1.95 | … | … | 4.02 | 5.76 | 6.28 | 6.13 | 7.56 | 6.78 | 3.25 | 0.73 | 0.59 | 7.71 | 6.33 | 0.67 | 1.91 | 0.70 | 0.96 | 0.73 | 0.62 | 0.00 | 1.93 | 0.64 | 0.00 | 0.00 |
Data as of 11/27/2023, Common starting date is 11/20/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJPSX (Nuveen Preferred Securities Income Fund) |
-35.71%
Feb 2006 – Feb 2009 |
-24.30%
Feb 2004 – Feb 2009 |
-4.14%
Jun 2003 – Jun 2013 |
-1.93%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJPSX (Nuveen Preferred Securities Income Fund) |
32.45%
Feb 2009 – Feb 2012 |
22.48%
Feb 2009 – Feb 2014 |
12.70%
Feb 2009 – Feb 2019 |
5.57%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart