Nuveen Core Equity Alpha Closed Fund (JCE)

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  • Dividends
  • Performance
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  • Rolling Returns
  • Drawdowns

Basic Info 14.94 0(0.0%)

Nuveen Core Equity Alpha Closed Fund started on 03/28/2007

Nuveen Core Equity Alpha Closed Fund (JCE) Dividend Info

Nuveen Core Equity Alpha Closed Fund (JCE) dividend growth in the last 12 months is -5.88%

The trailing 12-month yield of Nuveen Core Equity Alpha Closed Fund is 10.46%. its dividend history:

Pay Date Cash Amount
Sep 13, 2024 $0.32
Jun 14, 2024 $0.32
Mar 14, 2024 $0.32
Dec 14, 2023 $0.32
Sep 14, 2023 $0.32
Jun 14, 2023 $0.32
Mar 14, 2023 $0.32
Dec 14, 2022 $0.4
Oct 14, 2022 $0.75
Sep 14, 2022 $0.4
Jun 14, 2022 $0.4
Mar 14, 2022 $0.4
Dec 14, 2021 $0.3
Oct 15, 2021 $0.62
Sep 14, 2021 $0.3
Jun 14, 2021 $0.3
Mar 12, 2021 $0.304
Dec 14, 2020 $0.225
Sep 14, 2020 $0.225
Jun 12, 2020 $0.225
Mar 12, 2020 $0.25
Dec 12, 2019 $0.25
Sep 12, 2019 $0.25
Jun 13, 2019 $0.25
Mar 14, 2019 $0.25
Dec 13, 2018 $0.2775
Sep 13, 2018 $0.2775
Jun 14, 2018 $0.2775
Mar 14, 2018 $0.28
Dec 26, 2017 $1.4197
Dec 14, 2017 $0.2775
Sep 14, 2017 $0.2775
Jun 13, 2017 $0.2775
Mar 13, 2017 $0.278
Dec 13, 2016 $0.278
Sep 13, 2016 $0.278
Jun 13, 2016 $0.29
Mar 11, 2016 $0.29
Dec 11, 2015 $0.303
Sep 11, 2015 $1.841
Jun 11, 2015 $0.303
Mar 11, 2015 $0.303
Dec 23, 2014 $0.936
Dec 11, 2014 $0.303
Sep 18, 2014 $0.386
Sep 11, 2014 $0.303
Jun 11, 2014 $0.303
Mar 12, 2014 $0.28
Dec 24, 2013 $0.355
Dec 11, 2013 $0.28
Sep 11, 2013 $0.27
Jun 12, 2013 $0.27
Mar 13, 2013 $0.27
Dec 12, 2012 $0.27
Sep 12, 2012 $0.27
Jun 13, 2012 $0.27
Mar 13, 2012 $0.27
Dec 13, 2011 $0.27
Sep 13, 2011 $0.27
Jun 13, 2011 $0.27
Mar 11, 2011 $0.27
Dec 13, 2010 $0.27
Sep 13, 2010 $0.27
Jun 11, 2010 $0.28
Mar 11, 2010 $0.28
Dec 11, 2009 $0.28
Sep 11, 2009 $0.28
Jun 11, 2009 $0.27
Mar 11, 2009 $0.27
Dec 11, 2008 $0.285
Sep 11, 2008 $0.387
Jun 11, 2008 $0.41
Mar 12, 2008 $0.41
Dec 12, 2007 $0.43
Sep 12, 2007 $0.43
Jun 13, 2007 $0.43

Dividend Growth History for Nuveen Core Equity Alpha Closed Fund (JCE)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $1.28 9.63% -45.53% -
2022 $2.35 12.82% 28.84% -45.53%
2021 $1.824 13.21% 97.19% -16.23%
2020 $0.925 6.32% -7.50% 11.44%
2019 $1 8.30% -10.11% 6.37%
2018 $1.1125 7.64% -56.03% 2.84%
2017 $2.5302 19.20% 122.73% -10.74%
2016 $1.136 8.13% -58.69% 1.72%
2015 $2.75 16.13% 9.52% -9.12%
2014 $2.511 14.92% 73.77% -7.21%
2013 $1.445 10.53% 33.80% -1.21%
2012 $1.08 8.54% 0.00% 1.56%
2011 $1.08 8.18% -1.82% 1.43%
2010 $1.1 9.02% 0.00% 1.17%
2009 $1.1 10.89% -26.27% 1.09%
2008 $1.492 9.09% 15.66% -1.02%
2007 $1.29 6.45% - -0.05%

Dividend Growth Chart for Nuveen Core Equity Alpha Closed Fund (JCE)


Nuveen Core Equity Alpha Closed Fund (JCE) Historical Returns And Risk Info

From 03/28/2007 to 11/01/2024, the compound annualized total return (dividend reinvested) of Nuveen Core Equity Alpha Closed Fund (JCE) is 9.458%. Its cumulative total return (dividend reinvested) is 389.907%.

From 03/28/2007 to 11/01/2024, the Maximum Drawdown of Nuveen Core Equity Alpha Closed Fund (JCE) is 57.6%.

From 03/28/2007 to 11/01/2024, the Sharpe Ratio of Nuveen Core Equity Alpha Closed Fund (JCE) is 0.36.

From 03/28/2007 to 11/01/2024, the Annualized Standard Deviation of Nuveen Core Equity Alpha Closed Fund (JCE) is 23.4%.

From 03/28/2007 to 11/01/2024, the Beta of Nuveen Core Equity Alpha Closed Fund (JCE) is 0.74.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
03/28/2007
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return(%) -1.8 17.8 33.4 7.4 12.1 10.6 13.8 9.5 10.7 -14.2 47.5 3.6 30.5 -11.1 32.0 -0.3 -1.8 18.6 39.1 15.9 3.2 17.4 42.1 -34.1 -12.0
Sharpe Ratio NA 1.01 1.82 0.14 0.34 0.4 NA 0.36 0.38 -0.39 3.34 0.08 2.29 -0.66 3.47 -0.03 -0.11 1.28 2.76 1.2 0.13 0.89 1.39 -0.83 -0.89
Draw Down(%) NA 7.6 7.6 30.2 43.6 43.6 NA 57.6 10.3 30.2 5.1 43.6 7.6 28.9 4.1 15.3 14.9 12.1 9.2 10.0 21.7 12.1 31.4 50.0 22.6
Standard Deviation(%) NA 14.2 14.8 26.5 28.3 22.6 NA 23.4 17.2 39.7 14.2 42.0 12.7 18.8 9.1 14.5 16.7 14.6 14.2 13.3 24.5 19.5 30.2 41.9 20.6
Treynor Ratio NA 0.29 0.52 0.07 0.15 0.14 NA 0.11 0.11 -0.29 1.32 0.04 0.68 -0.19 0.55 -0.01 -0.02 0.26 0.54 0.24 0.04 0.21 0.4 -0.36 -0.23
Alpha NA 0.01 0.03 0.03 0.01 0.01 NA 0.0 -0.06 0.06 0.14 -0.13 0.04 -0.05 0.05 0.0 -0.03 0.03 0.05 0.02 0.02 0.03 0.02 0.03 -0.1
Beta NA 0.5 0.52 0.54 0.63 0.63 NA 0.74 0.61 0.54 0.36 0.88 0.43 0.64 0.57 0.74 0.77 0.72 0.72 0.65 0.8 0.82 1.05 0.98 0.79
RSquare NA 0.46 0.43 0.3 0.38 0.4 NA 0.51 0.46 0.25 0.29 0.57 0.38 0.52 0.29 0.56 0.56 0.45 0.37 0.51 0.75 0.65 0.74 0.75 0.43
Yield(%) N/A 7.1 10.5 9.6 10.6 9.8 14.5 N/A 9.6 12.8 13.2 6.3 8.3 7.6 19.2 8.1 16.1 14.9 10.5 8.5 8.2 9.0 10.9 9.1 6.4
Dividend Growth(%) N/A -25.0 -5.9 31.2 -20.3 N/A N/A N/A -45.5 28.8 97.2 -7.5 -10.1 -56.0 122.7 -58.7 9.5 73.8 33.8 0.0 -1.8 0.0 -26.3 15.7 N/A

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Nuveen Core Equity Alpha Closed Fund (JCE) Historical Return Chart


Nuveen Core Equity Alpha Closed Fund (JCE) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 03/28/2007 to 11/01/2024, the worst annualized return of 3-year rolling returns for Nuveen Core Equity Alpha Closed Fund (JCE) is -5.59%.
From 03/28/2007 to 11/01/2024, the worst annualized return of 5-year rolling returns for Nuveen Core Equity Alpha Closed Fund (JCE) is 2.18%.
From 03/28/2007 to 11/01/2024, the worst annualized return of 10-year rolling returns for Nuveen Core Equity Alpha Closed Fund (JCE) is 7.59%.
From 03/28/2007 to 11/01/2024, the worst annualized return of 20-year rolling returns for Nuveen Core Equity Alpha Closed Fund (JCE) is NA.

Nuveen Core Equity Alpha Closed Fund (JCE) Maximum Drawdown



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