Performance analysis of JCE (Nuveen Core Equity Alpha Fund)
Annual Return
Over the past 3 years, JCE has had an average annual return of +18.55%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, JCE has had an average annual return of +11.81%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, JCE has had an average annual return of +12.76%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Mar 28, 2007, JCE has had an average annual return of +9.90%, underperforming the benchmark SPY, which returned +11.11% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.60% | +9.03% | +27.88% | +10.62% | -14.09% | +47.65% | +3.87% | +30.43% | -11.10% | +32.07% | -0.33% | -1.91% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +18.57% | +39.13% | +15.88% | +3.19% | +19.61% | +39.27% | -34.08% | -11.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.25% | -0.81% | -4.64% | +9.41% | +2.78% | -0.96% | +5.60% | ||||||
| 2025 | +0.13% | -2.95% | -3.47% | -2.33% | +5.47% | +5.36% | -0.52% | +2.01% | +2.05% | +1.59% | -0.19% | +1.98% | +9.03% |
| 2024 | -2.66% | +5.31% | +3.65% | -3.27% | +4.63% | +7.68% | -1.60% | +3.45% | +2.78% | -2.80% | +5.29% | +3.14% | +27.88% |
| 2023 | -3.47% | -2.37% | -0.88% | -0.32% | +0.65% | +5.89% | +3.06% | -1.60% | -1.48% | -2.33% | +7.91% | +5.87% | +10.62% |
| 2022 | -10.76% | -7.30% | +17.18% | -14.60% | -2.47% | -5.85% | +11.98% | -1.07% | -15.74% | +40.65% | -14.10% | +0.21% | -14.09% |
| 2021 | -1.21% | +2.88% | +8.56% | +5.92% | +1.36% | +2.55% | +2.37% | +1.96% | +1.43% | +3.39% | -0.35% | +11.43% | +47.65% |
| 2020 | +1.30% | -12.97% | -14.83% | +10.73% | +4.13% | +0.55% | +4.35% | +4.48% | -2.06% | -5.00% | +11.02% | +5.95% | +3.87% |
| 2019 | +10.81% | +5.10% | +2.18% | -0.28% | -5.71% | +8.14% | -0.79% | +1% | +3.63% | -0.35% | +2.80% | +1.33% | +30.43% |
| 2018 | +5.34% | -3.18% | -0.10% | +0.75% | +1.91% | -0.62% | +5.54% | +1.81% | +1.03% | -14.42% | +4.05% | -11.53% | -11.10% |
| 2017 | +4.21% | +3.45% | +0.77% | +2.22% | +3.94% | +0.92% | +3.62% | +0.85% | +3.29% | +1.99% | +1.77% | +1.22% | +32.07% |
Drawdown analysis of JCE (Nuveen Core Equity Alpha Fund)
The maximum drawdown for the JCE was -57.60%, occurring on Mar 9, 2009. Recovery took 476 trading sessions.
The current JCE drawdown is -1.20%.
Since Mar 28, 2007 JCE has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.60% | Apr 19, 2007 | 475 | Mar 9, 2009 | 476 | Jan 26, 2011 | 951 |
| -43.39% | Feb 14, 2020 | 22 | Mar 18, 2020 | 212 | Jan 20, 2021 | 234 |
| -30.15% | Dec 31, 2021 | 185 | Sep 27, 2022 | 366 | Mar 13, 2024 | 551 |
| -28.91% | Aug 8, 2018 | 95 | Dec 24, 2018 | 254 | Dec 27, 2019 | 349 |
| -21.74% | Jun 30, 2011 | 26 | Aug 8, 2011 | 126 | Feb 7, 2012 | 152 |
| -19.02% | Feb 19, 2025 | 34 | Apr 8, 2025 | 74 | Jul 25, 2025 | 108 |
| -18.87% | Mar 23, 2015 | 225 | Feb 11, 2016 | 103 | Jul 11, 2016 | 328 |
| -12.12% | Jul 29, 2014 | 55 | Oct 15, 2014 | 26 | Nov 20, 2014 | 81 |
| -11.72% | Jul 21, 2016 | 75 | Nov 4, 2016 | 72 | Feb 21, 2017 | 147 |
| -10.87% | Jan 27, 2026 | 43 | Mar 30, 2026 | 11 | Apr 15, 2026 | 54 |
| -10.02% | Oct 5, 2012 | 27 | Nov 15, 2012 | 41 | Jan 16, 2013 | 68 |
| -9.26% | May 1, 2012 | 24 | Jun 5, 2012 | 69 | Sep 12, 2012 | 93 |
| -9.17% | May 21, 2013 | 23 | Jun 24, 2013 | 14 | Jul 15, 2013 | 37 |
| -9.05% | Jan 26, 2018 | 9 | Feb 8, 2018 | 70 | May 21, 2018 | 79 |
| -8.34% | Jan 21, 2014 | 9 | Feb 3, 2014 | 16 | Feb 26, 2014 | 25 |
| -7.61% | Jul 12, 2024 | 16 | Aug 5, 2024 | 15 | Aug 26, 2024 | 31 |
| -6.39% | Nov 26, 2014 | 13 | Dec 16, 2014 | 5 | Dec 23, 2014 | 18 |
| -6.12% | May 31, 2011 | 11 | Jun 15, 2011 | 10 | Jun 29, 2011 | 21 |
| -5.26% | Jun 14, 2018 | 15 | Jul 6, 2018 | 13 | Jul 25, 2018 | 28 |
| -5.26% | Mar 28, 2024 | 15 | Apr 19, 2024 | 12 | May 7, 2024 | 27 |
| -5.09% | Dec 8, 2021 | 4 | Dec 14, 2021 | 7 | Dec 23, 2021 | 11 |
| -5.08% | Dec 24, 2014 | 6 | Jan 5, 2015 | 3 | Jan 8, 2015 | 9 |
| -5.08% | Mar 24, 2014 | 14 | Apr 11, 2014 | 25 | May 19, 2014 | 39 |
| -5.07% | Aug 5, 2013 | 16 | Aug 27, 2013 | 36 | Oct 17, 2013 | 52 |
| -4.97% | Nov 9, 2021 | 17 | Dec 3, 2021 | 2 | Dec 7, 2021 | 19 |