Performance of JFR Nuveen Floating Rate | 29.1% in 12m
Compare JFR with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Nuveen Floating Rate with its related Sector/Index SPY
Performance Duell JFR vs SPY
| TimeFrame | JFR | SPY |
|---|---|---|
| 1 Week | 0.84% | 1.15% |
| 1 Month | 2.33% | 3.33% |
| 3 Months | 4.31% | 3.57% |
| 6 Months | 12.0% | 15.66% |
| 12 Months | 29.1% | 36.59% |
| YTD | 18.5% | 23.82% |
| Rel. Perf. 1m | -0.19 | |
| Rel. Perf. 3m | -0.33 | |
| Rel. Perf. 6m | -0.38 | |
| Rel. Perf. 12m | -0.66 | |
| Spearman 1m | 0.83 | 0.722 |
| Spearman 3m | 0.85 | 0.838 |
Is Nuveen Floating Rate a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Nuveen Floating Rate (NYSE:JFR) is currently (October 2024)
ok to buy, but has to be watched. It has a Growth Technical Rating of 59.14 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JFR as of October 2024 is 9.86. This means that JFR is currently undervalued and has a potential upside of +10.41% (Margin of Safety).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JFR as of October 2024 is 9.86. This means that JFR is currently undervalued and has a potential upside of +10.41% (Margin of Safety).
Is JFR a buy, sell or hold?
Nuveen Floating Rate has no consensus analysts rating. ValueRay therefore judges the recommendation based on the last 12 Month Returns of 29.06%.
In compare to SPDR S&P 500 Trust, JFR made -7.53% less over the last 12 months. Due to the underperformance, it is recommend to sell JFR.
In compare to SPDR S&P 500 Trust, JFR made -7.53% less over the last 12 months. Due to the underperformance, it is recommend to sell JFR.
Values above 0%: JFR is performing better - Values below 0%: JFR is underperforming
Compare JFR with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.31% | -1.00% | -3.69% | -7.53% |
| US NASDAQ 100 | QQQ | 0.52% | -1.54% | -2.24% | -6.95% |
| US Dow Jones Industrial 30 | DIA | -0.76% | -0.41% | -2.31% | -0.23% |
| German DAX 40 | DBXD | -1.40% | -2.29% | 4.22% | -1.38% |
| UK FTSE 100 | ISFU | -0.04% | 3.28% | 1.06% | 4.88% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 12.69% | -16.47% | 1.13% | 19.02% |
| Hongkong Hang Seng | HSI | 5.48% | -9.13% | -10.28% | 19.40% |
| Japan Nikkei 225 | EXX7 | 0.94% | -1.99% | 10.78% | 5.80% |
| India NIFTY 50 | INDA | 0.98% | 4.27% | 0.77% | 0.16% |
| Brasil Bovespa | EWZ | 2.81% | 7.66% | 16.75% | 28.17% |
JFR Nuveen Floating Rate vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.18% | -1.71% | -2.06% | -7.89% |
| Consumer Discretionary | XLY | 0.39% | -0.86% | -2.12% | 2.89% |
| Consumer Staples | XLP | -0.92% | 3.91% | -2.36% | 4.40% |
| Energy | XLE | 2.26% | -2.23% | 16.15% | 28.07% |
| Financial | XLF | -2.58% | -2.06% | -6.59% | -14.78% |
| Health Care | XLV | 0.14% | 4.76% | 0.87% | 9.48% |
| Industrial | XLI | -1.15% | -3.30% | -2.03% | -10.32% |
| Materials | XLB | -1.16% | -1.11% | 3.32% | 1.64% |
| Real Estate | XLRE | -1.35% | 4.03% | -11.13% | -6.74% |
| Technology | XLK | 0.51% | -1.99% | -1.91% | -8.30% |
| Utilities | XLU | -0.58% | -0.22% | -16.64% | -11.52% |
| Aerospace & Defense | XAR | -0.37% | -2.83% | -9.24% | -8.56% |
| Biotech | XBI | -1.44% | 4.26% | -3.20% | -16.16% |
| Homebuilder | XHB | -0.59% | -0.55% | -8.66% | -41.72% |
| Retail | XRT | -1.21% | 0.05% | 2.36% | -0.22% |
Does Nuveen Floating Rate outperform its market, is JFR a Sector Leader?
No, over the last 12 months Nuveen Floating Rate (JFR) made 29.06%, while its related Sector, the SPDR S&P 500 Trust (SPY) made 36.59%.
Over the last 3 months JFR made 4.31%, while SPY made 3.57%.
No, over the last 12 months Nuveen Floating Rate (JFR) made 29.06%, while its related Sector, the SPDR S&P 500 Trust (SPY) made 36.59%.
Over the last 3 months JFR made 4.31%, while SPY made 3.57%.
| Period | JFR | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.33% | 3.33% | 3.33% |
| 3 Months | 4.31% | 3.57% | 3.57% |
| 12 Months | 29.06% | 36.59% | 36.59% |