Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJRSX (Nuveen Real Estate Income Fund) | 14.94% | 17.56% | 12.48% | 2.77% | 4.25% | 4.87% | -0.48% | … | … |
Data as of 06/05/2026, Common starting date is 02/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJRSX (Nuveen Real Estate Income Fund) | 02/27/2002 | 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 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.65 | 17.56 | 12.48 | 2.77 | 4.25 | 4.87 | -0.48 | … | … | 14.94 | -1.68 | 10.17 | 18.17 | -33.06 | 46.50 | -7.84 | 25.42 | -11.49 | 7.87 | -2.73 | -3.06 | 36.85 | -2.27 | 8.82 | -1.53 | 20.86 | 25.39 | -61.73 | -36.87 | 19.48 | 1.58 | 21.68 | 30.96 | -3.93 |
| Sharpe Ratio | NA | 1.01 | 0.50 | 0.02 | 0.11 | NA | NA | … | … | 2.32 | -0.23 | 0.40 | 0.64 | -1.28 | 3.16 | -0.17 | 2.07 | -0.80 | 0.75 | -0.18 | -0.19 | 3.79 | -0.16 | 0.67 | -0.06 | 0.89 | 0.52 | -0.87 | -1.42 | 1.22 | -0.05 | 1.21 | 2.89 | -0.39 |
| Standard Deviation(%) | NA | 14.81 | 18.61 | 20.64 | 22.84 | NA | NA | … | … | 15.46 | 19.90 | 16.55 | 22.83 | 26.94 | 14.72 | 48.41 | 11.55 | 16.08 | 9.66 | 16.49 | 15.94 | 9.71 | 14.89 | 13.25 | 27.16 | 23.46 | 48.74 | 71.56 | 28.35 | 13.24 | 14.81 | 17.06 | 10.48 | 14.74 |
| Draw Down(%) | NA | 9.28 | 23.24 | 38.57 | 48.42 | NA | NA | … | … | 9.28 | 19.55 | 10.66 | 22.79 | 37.22 | 6.22 | 48.42 | 5.34 | 17.02 | 5.43 | 14.98 | 18.11 | 5.78 | 18.75 | 8.44 | 22.98 | 16.05 | 48.09 | 76.11 | 42.38 | 10.51 | 11.94 | 19.96 | 5.68 | 18.68 |
| Yield(%) | 0.00 | 7.98 | 8.27 | 6.08 | 5.52 | 5.30 | 1.77 | … | … | 2.06 | 7.56 | 7.62 | 8.37 | 6.36 | 8.16 | 6.76 | 5.48 | 5.52 | 7.87 | 0.00 | 0.00 | 9.39 | 6.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.83 | 0.73 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJRSX (Nuveen Real Estate Income Fund) |
-45.34%
Mar 2006 – Mar 2009 |
-27.45%
Mar 2004 – Mar 2009 |
-7.32%
Jan 2007 – Jan 2017 |
-3.93%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJRSX (Nuveen Real Estate Income Fund) |
37.57%
Mar 2009 – Mar 2012 |
23.86%
Mar 2009 – Mar 2014 |
14.15%
Mar 2009 – Mar 2019 |
10.07%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart