Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRS (Nuveen Real Estate Fund) | 9.98% | 13.98% | 13.81% | 2.27% | 5.58% | 6.51% | 4.51% | … | … |
Data as of 06/05/2026, Common starting date is 11/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRS (Nuveen Real Estate Fund) | 11/16/2001 | 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 13.98 | 13.81 | 2.27 | 5.58 | 6.51 | 4.51 | … | … | 9.98 | -3.38 | 19.74 | 13.42 | -35.58 | 62.86 | -12.66 | 34.92 | -18.07 | 14.38 | 10.80 | 1.13 | 30.97 | -1.03 | 9.04 | 12.86 | 37.27 | 88.77 | -62.22 | -37.95 | 54.68 | 4.77 | 20.11 | 34.35 | 10.39 | -1.44 |
| Sharpe Ratio | NA | 0.80 | 0.53 | 0.00 | 0.16 | NA | NA | … | … | 1.37 | -0.32 | 0.84 | 0.42 | -1.29 | 3.62 | -0.24 | 2.51 | -1.28 | 1.19 | 0.57 | 0.07 | 2.37 | -0.05 | 0.52 | 0.45 | 1.36 | 1.41 | -0.78 | -1.44 | 3.31 | 0.16 | 0.96 | 2.82 | 0.56 | -1.92 |
| Standard Deviation(%) | NA | 14.22 | 19.92 | 21.92 | 24.64 | NA | NA | … | … | 16.26 | 19.75 | 19.14 | 23.50 | 28.73 | 17.36 | 52.95 | 13.33 | 15.27 | 11.58 | 18.45 | 15.81 | 13.04 | 22.63 | 17.52 | 28.35 | 27.29 | 63.00 | 81.21 | 28.71 | 15.57 | 15.85 | 19.94 | 11.94 | 16.58 | 6.86 |
| Draw Down(%) | NA | 11.13 | 25.33 | 45.54 | 54.64 | NA | NA | … | … | 11.13 | 20.43 | 14.50 | 29.23 | 40.09 | 9.05 | 54.64 | 5.39 | 21.94 | 5.81 | 18.27 | 15.01 | 7.44 | 28.41 | 17.17 | 28.55 | 18.83 | 54.15 | 82.65 | 42.75 | 13.60 | 13.41 | 22.19 | 7.93 | 13.80 | 1.64 |
| Yield(%) | 0.00 | 8.63 | 9.39 | 6.46 | 7.08 | 7.28 | 4.48 | … | … | 2.23 | 8.01 | 8.68 | 8.83 | 6.54 | 9.20 | 7.14 | 9.11 | 7.52 | 9.09 | 9.23 | 8.16 | 9.44 | 8.75 | 8.70 | 8.71 | 11.07 | 17.38 | 11.36 | 8.70 | 9.73 | 8.07 | 7.88 | 9.06 | 9.35 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRS (Nuveen Real Estate Fund) |
-38.18%
Feb 2006 – Feb 2009 |
-19.77%
Feb 2004 – Feb 2009 |
0.28%
Nov 2006 – Nov 2016 |
2.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRS (Nuveen Real Estate Fund) |
63.04%
Feb 2009 – Feb 2012 |
37.12%
Feb 2009 – Feb 2014 |
21.99%
Feb 2009 – Feb 2019 |
15.14%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart