(JFR) Nuveen Floating Rate - Performance 5.5% in 12m
Compare JFR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
65.89%
#8 in Group
Rel. Strength
51.90%
#3864 in Universe
Total Return 12m
5.49%
#10 in Group
Total Return 5y
71.05%
#6 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: JFR (5.5%) vs TLT (5.5%)
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 & |
-3.83% | 19.4% | 62.2% | - | - | - | - | - |
| FRA NYSE BlackRock Floating Rate |
-3.21% | 5.84% | 81.3% | - | - | - | - | - |
| DSU NYSE BlackRock Debt Strategies |
-2.83% | 6.64% | 76.3% | - | - | - | - | - |
| BSL NYSE Blackstone GSO Senior |
-0.22% | 8.86% | 75.9% | - | - | - | - | - |
| BGB NYSE Blackstone GSO Strategic |
-2.55% | 9.59% | 69.6% | - | - | - | - | - |
| JFR NYSE Nuveen Floating Rate Income |
-3.83% | 5.49% | 71.1% | - | - | - | - | - |
| FCT NYSE First Trust Senior Floating |
-3.36% | 6.55% | 58.2% | - | - | - | - | - |
| BGX NYSE Blackstone GSO Long Short |
-2.68% | 8.5% | 66.4% | - | - | - | - | - |
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 | -3.83% | -0.61% | -4.31% |
| 3 Months | -2.69% | 1.77% | -7.85% |
| 12 Months | 5.49% | 5.49% | 10.76% |
| 5 Years | 71.05% | -39.41% | 106.31% |
| Trend Score (consistency of price movement) | JFR | TLT | S&P 500 |
| 1 Month | -32.6% | -64.4% | -35.6% |
| 3 Months | -26.0% | 9.6% | -89.7% |
| 12 Months | 58.2% | -12.9% | 58.3% |
| 5 Years | 77.0% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #9 | -3.24% | 0.50% |
| 3 Month | #6 | -4.38% | 5.60% |
| 12 Month | #9 | 0.0% | -4.76% |
| 5 Years | #7 | 182% | -17.1% |
FAQs
Does JFR Nuveen Floating Rate outperforms the market?
No,
over the last 12 months JFR made 5.49%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 5.49%.
Over the last 3 months JFR made -2.69%, while TLT made 1.77%.
Over the last 3 months JFR made -2.69%, while TLT made 1.77%.
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 | -4.86% | 0.48% | 0.17% | -5.27% |
| US NASDAQ 100 | QQQ | -6.82% | 0.41% | 0.17% | -6.52% |
| US Dow Jones Industrial 30 | DIA | -2.79% | 1.95% | -0.09% | -1.49% |
| German DAX 40 | DAX | -2.20% | -0.02% | -18.3% | -18.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.67% | -0.33% | 1.59% | -3.13% |
| Hongkong Hang Seng | HSI | -2.59% | -0.95% | -1.70% | -8.53% |
| India NIFTY 50 | INDA | 2.57% | -5.39% | -1.43% | 3.69% |
| Brasil Bovespa | EWZ | -4.61% | -5.80% | -4.33% | 11.0% |
JFR vs. Sectors JFR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.72% | 1.75% | -8.57% | -16.9% |
| Consumer Discretionary | XLY | -7.21% | 0.21% | -2.99% | -8.86% |
| Consumer Staples | XLP | 2.60% | -6.58% | -5.15% | -4.0% |
| Energy | XLE | -1.51% | 7.80% | 2.60% | 17.4% |
| Financial | XLF | -2.90% | 0.95% | -7.93% | -13.8% |
| Health Care | XLV | -1.84% | 1.14% | 2.18% | 5.23% |
| Industrial | XLI | -3.03% | 0.24% | -0.18% | -1.42% |
| Materials | XLB | -1.61% | 0.68% | 7.06% | 10.8% |
| Real Estate | XLRE | -0.03% | -1.92% | 2.32% | -9.63% |
| Technology | XLK | -8.67% | 0.69% | 5.04% | -0.75% |
| Utilities | XLU | -0.71% | -5.51% | -2.93% | -15.0% |
| Aerospace & Defense | XAR | -4.42% | -3.53% | -11.1% | -21.5% |
| Biotech | XBI | -3.99% | 4.01% | 13.3% | 7.74% |
| Homebuilder | XHB | -3.11% | 2.19% | 15.2% | 13.5% |
| Retail | XRT | -2.07% | -0.90% | 4.29% | 9.11% |