Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMT (Nuveen Mortgage Opportunity Term Fund 2) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 03/30/2020, Common starting date is 02/24/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMT (Nuveen Mortgage Opportunity Term Fund 2) | 02/24/2010 | 12/20/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -0.54 | -6.61 | 4.51 | 11.94 | 3.08 | 7.88 | -2.32 | 44.85 | -8.52 | 2.35 |
| Sharpe Ratio | NA | -0.59 | -0.21 | 0.24 | NA | NA | NA | … | … | -0.25 | -0.85 | 0.42 | 1.29 | 0.42 | 1.07 | -0.18 | 4.05 | -0.63 | 0.22 |
| Standard Deviation(%) | NA | 8.91 | 8.90 | 8.69 | NA | NA | NA | … | … | 7.92 | 9.32 | 9.24 | 9.09 | 7.30 | 7.34 | 13.02 | 11.16 | 13.67 | 12.34 |
| Draw Down(%) | NA | 5.28 | 14.02 | 14.02 | NA | NA | NA | … | … | 3.21 | 8.30 | 7.01 | 4.70 | 4.68 | 4.04 | 19.73 | 8.09 | 17.14 | 10.17 |
| Yield(%) | 0.00 | 8.05 | 9.41 | 8.46 | NA | NA | NA | … | … | 5.70 | 8.30 | 13.49 | 7.53 | 6.74 | 6.90 | 12.87 | 10.97 | 8.33 | NA |
Data as of 03/30/2020, Common starting date is 02/24/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMT (Nuveen Mortgage Opportunity Term Fund 2) |
-1.26%
Mar 2013 – Mar 2016 |
4.14%
Mar 2013 – Mar 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMT (Nuveen Mortgage Opportunity Term Fund 2) |
15.76%
Sep 2011 – Sep 2014 |
12.58%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart