(JFR) Nuveen Floating Rate - Performance 7% in 12m
Compare JFR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.98%
#6 in Group
Rel. Strength
53.93%
#3677 in Universe
Total Return 12m
6.95%
#11 in Group
Total Return 5y
78.51%
#7 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 (7%) vs TLT (5.7%)
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 |
0.17% | 23.2% | 69.8% | - | - | - | - | - |
| FRA NYSE BlackRock Floating Rate |
-2.42% | 7.46% | 84.4% | - | - | - | - | - |
| BSL NYSE Blackstone GSO Senior |
0.49% | 9.66% | 79.5% | - | - | - | - | - |
| DSU NYSE BlackRock Debt Strategies |
-0.36% | 7.7% | 78.9% | - | - | - | - | - |
| JFR NYSE Nuveen Floating Rate Income |
-2.39% | 6.95% | 78.5% | - | - | - | - | - |
| BGB NYSE Blackstone GSO Strategic |
-1.73% | 9.68% | 71.9% | - | - | - | - | - |
| FCT NYSE First Trust Senior Floating |
-1.03% | 7.74% | 60.9% | - | - | - | - | - |
| BGX NYSE Blackstone GSO Long Short |
-1.22% | 9.23% | 74.2% | - | - | - | - | - |
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% | -1.36% | -0.87% |
| 3 Months | -1.92% | 3.00% | -7.58% |
| 12 Months | 6.95% | 5.65% | 11.88% |
| 5 Years | 78.51% | -38.91% | 110.33% |
| Trend Score (consistency of price movement) | JFR | TLT | S&P 500 |
| 1 Month | 18.1% | -33% | 23% |
| 3 Months | -39.6% | 2.8% | -88.5% |
| 12 Months | 55.0% | -16.9% | 55.1% |
| 5 Years | 76.8% | -89.4% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #9 | -1.04% | -1.54% |
| 3 Month | #4 | -4.78% | 6.13% |
| 12 Month | #10 | 1.24% | -4.40% |
| 5 Years | #6 | 192% | -15.1% |
FAQs
Does JFR Nuveen Floating Rate outperforms the market?
Yes,
over the last 12 months JFR made 6.95%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 5.65%.
Over the last 3 months JFR made -1.92%, while TLT made 3.00%.
Over the last 3 months JFR made -1.92%, while TLT made 3.00%.
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 | -1.45% | -1.52% | 0.06% | -4.93% |
| US NASDAQ 100 | QQQ | -2.48% | -3.79% | -0.37% | -5.72% |
| US Dow Jones Industrial 30 | DIA | -0.51% | 0.79% | 0.15% | -2.25% |
| German DAX 40 | DAX | -0.22% | -3.71% | -19.5% | -17.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.51% | 0.43% | 3.05% | 0.99% |
| Hongkong Hang Seng | HSI | -0.46% | -2.45% | -1.86% | -6.94% |
| India NIFTY 50 | INDA | 1.39% | -6.45% | -0.23% | 3.88% |
| Brasil Bovespa | EWZ | -0.65% | -6.99% | -3.64% | 12.8% |
JFR vs. Sectors JFR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.70% | -1.34% | -6.07% | -17.0% |
| Consumer Discretionary | XLY | -1.53% | -2.29% | -2.45% | -6.37% |
| Consumer Staples | XLP | 2.05% | -2.59% | -5.25% | -4.25% |
| Energy | XLE | 3.03% | 11.5% | 5.85% | 18.0% |
| Financial | XLF | -0.06% | -0.28% | -7.54% | -15.7% |
| Health Care | XLV | -1.37% | 1.40% | 1.75% | 5.23% |
| Industrial | XLI | -1.87% | -2.50% | -0.65% | -2.64% |
| Materials | XLB | -0.84% | 0.04% | 7.47% | 10.5% |
| Real Estate | XLRE | 0.07% | -1.08% | 0.95% | -11.1% |
| Technology | XLK | -3.90% | -4.08% | 3.40% | -0.78% |
| Utilities | XLU | 1.39% | -2.45% | -2.06% | -14.9% |
| Aerospace & Defense | XAR | -2.40% | -8.78% | -13.5% | -19.6% |
| Biotech | XBI | -2.75% | -4.67% | 12.7% | 8.78% |
| Homebuilder | XHB | -0.76% | -0.12% | 14.9% | 14.0% |
| Retail | XRT | 0.12% | -1.83% | 5.63% | 9.69% |