Performance analysis of JLS (Nuveen Mortgage and Income Fund)
Annual Return
Over the past 3 years, JLS has had an average annual return of +14.93%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, JLS has had an average annual return of +5.34%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, JLS has had an average annual return of +5.71%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 27, 2009, JLS has had an average annual return of +6.27%, underperforming the benchmark SPY, which returned +14.41% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.28% | +11.53% | +17.84% | +14.84% | -17.85% | +11.01% | -5.37% | +4.25% | -1.09% | +17.01% | +14.06% | +4.84% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +6.72% | -4.91% | +45.34% | -12.71% | +10.40% | -0.04% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.44% | -0.42% | -0.80% | +1.05% | +0.28% | -1.22% | +2.28% | ||||||
| 2025 | +4.58% | +2.86% | -0.67% | -2.89% | +1.35% | +4.06% | +1.61% | +0.34% | +0.38% | +1.19% | -0.20% | -1.39% | +11.53% |
| 2024 | +2.19% | +3.15% | +2.30% | -1.14% | +1.08% | +4.09% | +1.92% | +1.13% | +1.79% | -0.27% | +1.69% | -1.26% | +17.84% |
| 2023 | +5.50% | -1.64% | -2.92% | +0.83% | +0.08% | +2.42% | +1.45% | +1.10% | -1.78% | +2.67% | +2.27% | +4.26% | +14.84% |
| 2022 | -3.79% | -4.21% | -4.22% | -2.61% | -2.07% | -3.78% | +3.22% | +0.13% | -4.38% | -0.90% | +2.63% | +0.91% | -17.85% |
| 2021 | +1.01% | +2.25% | +2.73% | +2.52% | -0.60% | -0.03% | +0.49% | +0.35% | -0.33% | +3.06% | -1.06% | +0.23% | +11.01% |
| 2020 | +3.20% | -2.40% | -24.55% | +9.13% | +4.12% | +6.07% | -2.90% | +3.42% | -2.53% | -1.19% | +5% | +1.74% | -5.37% |
| 2019 | +2.57% | +1.73% | +1.32% | +0.62% | -0.25% | +0.84% | +0.19% | -0.02% | +0.62% | -2.33% | +0.10% | -1.10% | +4.25% |
| 2018 | -1.97% | -0.94% | +0.48% | -1.29% | +0.40% | +1.35% | +1.08% | +1.07% | +1.36% | -0.40% | +0.26% | -2.39% | -1.09% |
| 2017 | +1.35% | +1.54% | +1.41% | +1.20% | +1.62% | +1.92% | +0.45% | +0.72% | -0.80% | +2.30% | -0.06% | +4.25% | +17.01% |
Drawdown analysis of JLS (Nuveen Mortgage and Income Fund)
The maximum drawdown for the JLS was -35.17%, occurring on Mar 26, 2020. Recovery took 347 trading sessions.
The current JLS drawdown is -3.51%.
Since Nov 27, 2009 JLS has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.17% | Jan 24, 2020 | 43 | Mar 26, 2020 | 347 | Aug 11, 2021 | 390 |
| -23.51% | Oct 28, 2021 | 244 | Oct 18, 2022 | 349 | Mar 11, 2024 | 593 |
| -20.88% | Apr 1, 2013 | 114 | Sep 11, 2013 | 709 | Jul 6, 2016 | 823 |
| -17.47% | Mar 4, 2011 | 151 | Oct 7, 2011 | 91 | Feb 17, 2012 | 242 |
| -9.28% | Mar 10, 2025 | 20 | Apr 7, 2025 | 53 | Jun 24, 2025 | 73 |
| -7.28% | Oct 3, 2012 | 29 | Nov 15, 2012 | 14 | Dec 6, 2012 | 43 |
| -6.69% | Dec 21, 2009 | 107 | May 26, 2010 | 72 | Sep 8, 2010 | 179 |
| -5.33% | Feb 13, 2026 | 29 | Mar 27, 2026 | 7 | Apr 8, 2026 | 36 |
| -5.25% | Nov 27, 2018 | 17 | Dec 21, 2018 | 35 | Feb 13, 2019 | 52 |
| -4.91% | Dec 12, 2024 | 5 | Dec 19, 2024 | 29 | Feb 4, 2025 | 34 |
| -4.01% | Nov 12, 2010 | 20 | Dec 13, 2010 | 8 | Dec 23, 2010 | 28 |
| -3.98% | Sep 30, 2019 | 62 | Dec 27, 2019 | 18 | Jan 24, 2020 | 80 |
| -3.95% | Dec 29, 2017 | 59 | Mar 27, 2018 | 97 | Aug 14, 2018 | 156 |
| -3.88% | Dec 7, 2012 | 6 | Dec 17, 2012 | 12 | Jan 4, 2013 | 18 |
| -3.82% | Sep 2, 2016 | 49 | Nov 11, 2016 | 9 | Nov 25, 2016 | 58 |
| -3.56% | Feb 24, 2012 | 7 | Mar 6, 2012 | 23 | Apr 9, 2012 | 30 |
| -3.51% | May 15, 2026 | 12 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -3.46% | Aug 13, 2021 | 32 | Sep 29, 2021 | 20 | Oct 27, 2021 | 52 |
| -3.45% | Jan 30, 2013 | 7 | Feb 8, 2013 | 21 | Mar 12, 2013 | 28 |
| -3.36% | Mar 27, 2024 | 12 | Apr 15, 2024 | 23 | May 16, 2024 | 35 |
| -3.09% | Oct 8, 2024 | 25 | Nov 12, 2024 | 14 | Dec 3, 2024 | 39 |
| -2.98% | May 11, 2012 | 5 | May 18, 2012 | 15 | Jun 11, 2012 | 20 |
| -2.78% | Oct 13, 2010 | 3 | Oct 18, 2010 | 17 | Nov 10, 2010 | 20 |
| -2.78% | Jan 11, 2011 | 29 | Feb 23, 2011 | 6 | Mar 3, 2011 | 35 |
| -2.76% | Nov 17, 2025 | 28 | Dec 29, 2025 | 17 | Jan 23, 2026 | 45 |