(JFR) Nuveen Floating Rate - Performance 8.6% in 12m
JFR performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
62.07%
#6 in Peer-Group
Rel. Strength
55.59%
#3404 in Stock-Universe
Total Return 12m
8.56%
#6 in Peer-Group
Total Return 5y
76.88%
#2 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 8.59 USD |
| 52 Week Low | 7.28 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 92.63 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JFR (8.6%) vs TLT (-3.7%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
4.53% | 29.7% | 70.7% | - | - | - | - | - |
| DSU NYSE BlackRock Debt Strategies |
1.34% | 7.21% | 75.6% | - | - | - | - | - |
| FRA NYSE BlackRock Floating Rate |
2.4% | 10.2% | 85.6% | - | - | - | - | - |
| FCT NYSE First Trust Senior Floating |
3.62% | 10.9% | 57.7% | - | - | - | - | - |
| JFR NYSE Nuveen Floating Rate Income |
3.75% | 8.56% | 76.9% | - | - | - | - | - |
| BGX NYSE Blackstone GSO Long Short |
2.17% | 7.67% | 62.2% | - | - | - | - | - |
| JQC NYSE Nuveen Credit Strategies |
3.01% | 9.28% | 64.7% | - | - | - | - | - |
| BSL NYSE Blackstone GSO Senior |
0.76% | -0.14% | 11.9% | - | - | - | - | - |
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 | 3.75% | -0.25% | 4.77% |
| 3 Months | 10.37% | -0.87% | 16.02% |
| 12 Months | 8.56% | -3.66% | 12.44% |
| 5 Years | 76.88% | -40.82% | 112.73% |
| Trend Score (consistency of price movement) | JFR | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 92.8% | 26% | 90.3% |
| 3 Months | 97.7% | 1.5% | 97.5% |
| 12 Months | 33% | -68.9% | 46.4% |
| 5 Years | 76.6% | -88.4% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th91.67 | 4.01% | -0.97% |
| 3 Month | %th66.67 | 11.33% | -4.87% |
| 12 Month | %th66.67 | 12.69% | -3.45% |
| 5 Years | %th83.33 | 198.87% | -16.85% |
FAQs
Does Nuveen Floating Rate (JFR) outperform the market?
Yes,
over the last 12 months JFR made 8.56%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -3.66%.
Over the last 3 months JFR made 10.37%, while TLT made -0.87%.
Performance Comparison JFR vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
JFR vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.5% | -1% | -4.3% | -4% |
| US NASDAQ 100 | QQQ | 0.6% | -1.5% | -6.3% | -4% |
| German DAX 40 | DAX | 0.1% | 0.6% | -16.4% | -21% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.7% | -1.4% | -8.7% | -11% |
| Hongkong Hang Seng | HSI | -0.4% | -0.2% | -26.3% | -26% |
| India NIFTY 50 | INDA | 1.8% | 2.2% | -4.7% | 12% |
| Brasil Bovespa | EWZ | 4.7% | 4.1% | -19.3% | 8% |
JFR vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.9% | 0.2% | -7.6% | -15% |
| Consumer Discretionary | XLY | -0.5% | -1.1% | 3.4% | -8% |
| Consumer Staples | XLP | 2.5% | 3.3% | -3.3% | 1% |
| Energy | XLE | -2.5% | 1.8% | 3.3% | 8% |
| Financial | XLF | 1.9% | -1% | -6.6% | -15% |
| Health Care | XLV | 0.3% | 4% | 7.2% | 16% |
| Industrial | XLI | 0.1% | -1.9% | -10.1% | -13% |
| Materials | XLB | -0.2% | -1.5% | -4.9% | 5% |
| Real Estate | XLRE | 0.7% | 3.6% | -2.8% | 2% |
| Technology | XLK | 0.6% | -3.4% | -9.4% | -1% |
| Utilities | XLU | 0.4% | 1.8% | -8.3% | -14% |
| Aerospace & Defense | XAR | -0.2% | -3.5% | -24.3% | -38% |
| Biotech | XBI | -3.2% | -0.4% | 6% | 21% |
| Homebuilder | XHB | -2.6% | -7.6% | 2.3% | 12% |
| Retail | XRT | 0.5% | -3.1% | 0.6% | 2% |
JFR vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.1% | 7.40% | 9.64% | 12% |
| Natural Gas | UNG | 2.2% | 12.6% | 21.7% | 6% |
| Gold | GLD | 0.4% | 6% | -22.2% | -30% |
| Silver | SLV | -3.9% | -2.5% | -26.3% | -16% |
| Copper | CPER | -9.9% | -12.2% | -23.8% | -15% |
JFR vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.4% | 4% | 1% | 12% |
| iShares High Yield Corp. Bond | HYG | 1% | 2.4% | -1.3% | -0% |