Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJPTX (Nuveen Preferred and Income 2022 Term Fund) | NA | -2.82% | -3.24% | 1.62% | NA | NA | NA | … | … |
Data as of 11/27/2023, Common starting date is 02/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJPTX (Nuveen Preferred and Income 2022 Term Fund) | 02/07/2017 | 11/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | -2.82 | -3.24 | 1.62 | NA | NA | NA | … | … | -7.74 | -16.91 | 6.35 | 4.36 | 20.33 | -7.33 | 4.36 |
| Sharpe Ratio | NA | -0.94 | -0.88 | -0.14 | NA | NA | NA | … | … | -0.97 | -2.36 | 2.29 | 0.23 | 7.53 | -3.79 | 1.81 |
| Standard Deviation(%) | NA | 12.71 | 8.73 | 10.68 | NA | NA | NA | … | … | 13.25 | 7.78 | 2.76 | 18.21 | 2.51 | 2.28 | 2.33 |
| Draw Down(%) | NA | 19.52 | 28.91 | 29.98 | NA | NA | NA | … | … | 19.52 | 20.25 | 2.26 | 29.98 | 0.86 | 7.86 | 1.44 |
| Yield(%) | 0.00 | 5.17 | 5.50 | 6.01 | 3.53 | 2.35 | 1.76 | … | … | 4.56 | 6.19 | 5.86 | 5.71 | 6.48 | 5.86 | 2.08 |
Data as of 11/27/2023, Common starting date is 02/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJPTX (Nuveen Preferred and Income 2022 Term Fund) |
-2.69%
Oct 2020 – Oct 2023 |
0.10%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJPTX (Nuveen Preferred and Income 2022 Term Fund) |
10.13%
Dec 2018 – Dec 2021 |
3.75%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart