(JFR) Nuveen Floating Rate - Performance 8.8% in 12m
Compare JFR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.14%
#7 in Group
Rel. Strength
68.07%
#2474 in Universe
Total Return 12m
8.84%
#7 in Group
Total Return 5y
84.93%
#8 in Group
P/E -
(unknown) Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield -
(unknown) Percentile in Group
12m Total Return: JFR (8.8%) vs TLT (4%)
5y Drawdown (Underwater) Chart
Top Performers in Bank Loan
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| BRW NYSE Saba Capital Income |
-2.37% | 18.5% | 74% | - | - | - | - | - |
| FRA NYSE BlackRock Floating Rate |
-1.78% | 9.14% | 93.9% | - | - | - | - | - |
| DSU NYSE BlackRock Debt Strategies |
-3.1% | 4.58% | 87% | - | - | - | - | - |
| BSL NYSE Blackstone GSO Senior |
0.05% | 9.04% | 93.6% | - | - | - | - | - |
| JFR NYSE Nuveen Floating Rate Income |
-0.17% | 8.84% | 84.9% | - | - | - | - | - |
| BGB NYSE Blackstone GSO Strategic |
-2.79% | 10.2% | 81.6% | - | - | - | - | - |
| BGX NYSE Blackstone GSO Long Short |
-3.12% | 9.2% | 91.4% | - | - | - | - | - |
| FCT NYSE First Trust Senior Floating |
-2.48% | 9% | 66.3% | - | - | - | - | - |
Performance Comparison: JFR vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for JFR
| Total Return (including Dividends) | JFR | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -0.17% | -0.42% | -7.79% |
| 3 Months | -4.26% | 6.31% | -9.06% |
| 12 Months | 8.84% | 3.98% | 4.64% |
| 5 Years | 84.93% | -37.54% | 117.94% |
| Trend Score (consistency of price movement) | JFR | TLT | S&P 500 |
| 1 Month | 56.2% | 24.4% | -5.5% |
| 3 Months | -4.40% | 85.5% | -61.9% |
| 12 Months | 82.9% | 8.2% | 82.8% |
| 5 Years | 77.1% | -89.9% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #2 | 0.25% | 8.26% |
| 3 Month | #9 | -9.94% | 5.28% |
| 12 Month | #7 | 4.68% | 4.01% |
| 5 Years | #8 | 196% | -15.2% |
FAQs
Does JFR Nuveen Floating Rate outperforms the market?
Yes,
over the last 12 months JFR made 8.84%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 3.98%.
Over the last 3 months JFR made -4.26%, while TLT made 6.31%.
Over the last 3 months JFR made -4.26%, while TLT made 6.31%.
Performance Comparison JFR vs Indeces and Sectors
JFR vs. Indices JFR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.12% | 7.62% | 5.73% | 4.20% |
| US NASDAQ 100 | QQQ | 6.19% | 9.03% | 6.98% | 6.28% |
| US Dow Jones Industrial 30 | DIA | 3.95% | 5.87% | 3.63% | 3.59% |
| German DAX 40 | DAX | 4.0% | 6.15% | -13.2% | -8.68% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.40% | 0.63% | 16.0% | 0.74% |
| Hongkong Hang Seng | HSI | 1.61% | -1.15% | 9.27% | -7.69% |
| India NIFTY 50 | INDA | 0.94% | -7.24% | 10.9% | 9.09% |
| Brasil Bovespa | EWZ | -0.24% | -9.24% | 6.57% | 20.2% |
JFR vs. Sectors JFR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.96% | 7.93% | -2.67% | -4.16% |
| Consumer Discretionary | XLY | 5.82% | 9.46% | 2.72% | 1.74% |
| Consumer Staples | XLP | -1.74% | 1.11% | -1.47% | -4.07% |
| Energy | XLE | 6.36% | 0.29% | 5.37% | 16.6% |
| Financial | XLF | 4.72% | 7.32% | -6.23% | -7.45% |
| Health Care | XLV | 1.03% | 3.77% | 5.59% | 7.86% |
| Industrial | XLI | 5.06% | 5.90% | 6.57% | 6.70% |
| Materials | XLB | 3.87% | 3.86% | 12.3% | 17.7% |
| Real Estate | XLRE | 1.23% | 5.43% | 6.07% | -1.07% |
| Technology | XLK | 7.46% | 10.4% | 12.9% | 14.1% |
| Utilities | XLU | -2.19% | -0.36% | 2.45% | -16.1% |
| Aerospace & Defense | XAR | 4.74% | 3.22% | 0.79% | -6.35% |
| Biotech | XBI | 8.40% | 8.54% | 20.0% | 22.9% |
| Homebuilder | XHB | 6.81% | 6.77% | 25.8% | 23.7% |
| Retail | XRT | 6.17% | 8.36% | 12.4% | 20.4% |