Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJCEX (Nuveen Core Equity Alpha Fund) | 6.63% | 23.74% | 20.39% | 12.76% | 11.47% | 9.05% | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJCEX (Nuveen Core Equity Alpha Fund) | 04/10/2007 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.38 | 23.74 | 20.39 | 12.76 | 11.47 | 9.05 | NA | … | … | 6.63 | 18.56 | 26.97 | 21.84 | -17.16 | 27.15 | 8.28 | 21.53 | -7.40 | 21.70 | -4.42 | -14.64 | 9.69 | 32.13 | 6.34 | -1.21 | 6.60 | 12.27 | -37.29 | -3.80 |
| Sharpe Ratio | NA | 2.27 | 1.28 | 0.65 | 0.57 | NA | NA | … | … | 1.56 | 0.87 | 1.98 | 1.48 | -0.78 | 2.29 | 0.24 | 1.76 | -0.52 | 2.83 | -0.36 | -0.74 | 0.62 | 2.94 | 0.50 | -0.05 | 0.36 | 0.51 | -0.97 | -0.58 |
| Standard Deviation(%) | NA | 11.08 | 14.11 | 16.32 | 17.62 | NA | NA | … | … | 12.53 | 18.07 | 11.81 | 12.40 | 24.04 | 11.86 | 33.76 | 11.40 | 17.08 | 7.48 | 12.96 | 19.88 | 15.72 | 10.92 | 12.68 | 23.49 | 17.93 | 23.95 | 39.13 | 13.92 |
| Draw Down(%) | NA | 8.95 | 18.70 | 23.26 | 35.89 | NA | NA | … | … | 8.95 | 18.70 | 7.61 | 9.18 | 23.26 | 4.90 | 35.89 | 5.70 | 20.75 | 2.58 | 10.85 | 22.85 | 10.26 | 6.07 | 8.75 | 20.50 | 16.19 | 24.79 | 47.06 | 10.86 |
| Yield(%) | 0.00 | 8.40 | 9.79 | 9.54 | 9.01 | 7.72 | 4.32 | … | … | 2.01 | 8.28 | 9.68 | 10.68 | 13.36 | 12.21 | 6.12 | 2.74 | 7.47 | 17.64 | 0.00 | 0.00 | 11.95 | 9.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJCEX (Nuveen Core Equity Alpha Fund) |
-14.22%
Jun 2007 – Jun 2010 |
-6.29%
May 2007 – May 2012 |
-0.17%
May 2007 – May 2017 |
2.02%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJCEX (Nuveen Core Equity Alpha Fund) |
23.36%
Sep 2022 – Sep 2025 |
16.62%
Mar 2020 – Mar 2025 |
11.72%
May 2016 – May 2026 |
9.24%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart