Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPC (Nuveen Preferred Income Opportunities Closed Fund) | 3.34% | 17.51% | 26.25% | 11.57% | 9.49% | 10.29% | 8.31% | … | … |
Data as of 06/05/2026, Common starting date is 04/01/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPC (Nuveen Preferred Income Opportunities Closed Fund) | 04/01/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.88 | 17.51 | 26.25 | 11.57 | 9.49 | 10.29 | 8.31 | … | … | 3.34 | 24.80 | 37.12 | 7.02 | -13.14 | 11.76 | -1.97 | 35.25 | -12.68 | 13.37 | 16.69 | 4.31 | 16.86 | -1.04 | 31.48 | 5.08 | 21.43 | 84.48 | -51.72 | -19.98 | 29.91 | -7.65 | 0.11 | 10.62 |
| Sharpe Ratio | NA | 1.29 | 1.76 | 0.62 | 0.37 | NA | NA | … | … | 0.36 | 1.60 | 2.88 | 0.17 | -0.76 | 1.44 | -0.04 | 3.74 | -1.41 | 1.59 | 1.03 | 0.45 | 2.34 | -0.08 | 2.40 | 0.29 | 1.41 | 2.01 | -0.75 | -1.52 | 3.28 | -0.88 | -0.05 | 1.01 |
| Standard Deviation(%) | NA | 11.51 | 13.04 | 14.76 | 21.45 | NA | NA | … | … | 15.05 | 13.98 | 10.70 | 16.58 | 19.29 | 8.15 | 55.55 | 9.06 | 9.95 | 8.04 | 16.00 | 9.54 | 7.18 | 12.92 | 13.19 | 17.52 | 15.10 | 41.89 | 69.66 | 15.12 | 8.17 | 11.11 | 16.16 | 13.53 |
| Draw Down(%) | NA | 11.43 | 11.65 | 25.68 | 52.47 | NA | NA | … | … | 11.43 | 11.65 | 4.52 | 22.43 | 23.23 | 6.36 | 52.47 | 3.70 | 16.77 | 4.04 | 13.93 | 6.81 | 4.72 | 17.33 | 7.92 | 18.25 | 12.93 | 44.90 | 71.09 | 25.47 | 5.36 | 15.31 | 21.12 | 11.37 |
| Yield(%) | 0.00 | 9.84 | 11.00 | 6.81 | 6.93 | 8.22 | 5.90 | … | … | 3.89 | 10.00 | 10.38 | 7.38 | 6.44 | 6.74 | 6.30 | 8.60 | 7.39 | 7.75 | 8.66 | 8.41 | 8.51 | 7.61 | 9.61 | 8.93 | 9.05 | 12.94 | 9.21 | 3.99 | 9.04 | 9.07 | 8.46 | 5.76 |
Data as of 06/05/2026, Common starting date is 04/01/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPC (Nuveen Preferred Income Opportunities Closed Fund) |
-27.33%
Feb 2006 – Feb 2009 |
-17.67%
Mar 2004 – Mar 2009 |
3.58%
Dec 2003 – Dec 2013 |
4.73%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPC (Nuveen Preferred Income Opportunities Closed Fund) |
47.53%
Mar 2009 – Mar 2012 |
31.59%
Mar 2009 – Mar 2014 |
19.74%
Mar 2009 – Mar 2019 |
14.70%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart