(JFR) Nuveen Floating Rate - Performance 5.9% in 12m
JFR performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
59.89%
#8 in Peer-Group
Rel. Strength
50.54%
#3692 in Stock-Universe
Total Return 12m
5.88%
#9 in Peer-Group
Total Return 5y
67.52%
#4 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 | 53.23 |
| Buy/Sell Signal +-5 | -1.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JFR (5.9%) vs TLT (-4.1%)
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 |
4.97% | 28.9% | 69.7% | - | - | - | - | - |
| DSU NYSE BlackRock Debt Strategies |
1.14% | 7.64% | 72% | - | - | - | - | - |
| FRA NYSE BlackRock Floating Rate |
4.03% | 11.2% | 80.8% | - | - | - | - | - |
| BSL NYSE Blackstone GSO Senior |
0.69% | 11.6% | 65.3% | - | - | - | - | - |
| BGB NYSE Blackstone GSO Strategic |
0.93% | 10.2% | 57.2% | - | - | - | - | - |
| FCT NYSE First Trust Senior Floating |
1.29% | 9.53% | 48.9% | - | - | - | - | - |
| JFR NYSE Nuveen Floating Rate Income |
2.39% | 5.88% | 67.5% | - | - | - | - | - |
| BGX NYSE Blackstone GSO Long Short |
-0.03% | 6.85% | 56.9% | - | - | - | - | - |
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 | 2.39% | 1.62% | 0.24% |
| 3 Months | 0.96% | -4.16% | 5.41% |
| 12 Months | 5.88% | -4.07% | 10.03% |
| 5 Years | 67.52% | -38.85% | 104.87% |
| Trend Score (consistency of price movement) | JFR | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 82.2% | 78.8% | 78.8% |
| 3 Months | 52% | -68.3% | 79.5% |
| 12 Months | 33.2% | -63.8% | 43% |
| 5 Years | 76.6% | -88.8% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #4 | 0.76% | 2.14% |
| 3 Month | #7 | 5.34% | -4.22% |
| 12 Month | #9 | 10.37% | -3.77% |
| 5 Years | #4 | 173.94% | -18.23% |
FAQs
Does Nuveen Floating Rate (JFR) outperform the market?
Yes,
over the last 12 months JFR made 5.88%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -4.07%.
Over the last 3 months JFR made 0.96%, while TLT made -4.16%.
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 | 0.2% | 2.2% | -1.5% | -4% |
| US NASDAQ 100 | QQQ | -0.2% | 1.1% | -2.6% | -4% |
| German DAX 40 | DAX | 0.5% | 5.3% | -17.5% | -21% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.1% | 3.5% | -0.6% | -7% |
| Hongkong Hang Seng | HSI | 1.5% | 0.3% | -17.9% | -20% |
| India NIFTY 50 | INDA | 0% | 2.7% | -1.6% | 7% |
| Brasil Bovespa | EWZ | -0.4% | 2.3% | -22.8% | -3% |
JFR vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.5% | 1.2% | -6.3% | -17% |
| Consumer Discretionary | XLY | 0.3% | 4.9% | 6.8% | -12% |
| Consumer Staples | XLP | -0.3% | 4.3% | -3.4% | -1% |
| Energy | XLE | -1.2% | -4.1% | -8.2% | 4% |
| Financial | XLF | -1% | 4.3% | -5.3% | -17% |
| Health Care | XLV | 2.4% | 4% | 2.4% | 14% |
| Industrial | XLI | -0% | 3.4% | -8% | -11% |
| Materials | XLB | 0.9% | 3.2% | -2.7% | 8% |
| Real Estate | XLRE | -0.1% | 2.5% | -5% | -7% |
| Technology | XLK | -0.8% | -0.6% | -3% | 0% |
| Utilities | XLU | 0.6% | 4.8% | -8% | -13% |
| Aerospace & Defense | XAR | -0.7% | -2.9% | -20.7% | -37% |
| Biotech | XBI | 1.2% | 1.2% | 9% | 14% |
| Homebuilder | XHB | -0.9% | 6.3% | 9.4% | 13% |
| Retail | XRT | -2.4% | 1.8% | 3.6% | 3% |
JFR vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.9% | -18.7% | -14.4% | 1% |
| Natural Gas | UNG | -8.2% | -1.6% | -12% | 13% |
| Gold | GLD | 1.7% | 0.2% | -28.8% | -36% |
| Silver | SLV | 0.5% | -6.2% | -22.3% | -11% |
| Copper | CPER | -2% | -1.2% | -18.9% | -2% |
JFR vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.4% | 0.8% | -0.4% | 10% |
| iShares High Yield Corp. Bond | HYG | -0.8% | 1.3% | -4.7% | -4% |