Performance analysis of JPC (Nuveen Preferred & Income Opportunities Fund)
Annual Return
Over the past 3 years, JPC has had an average annual return of +16.87%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, JPC has had an average annual return of +3.91%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, JPC has had an average annual return of +5.40%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Mar 31, 2003, JPC has had an average annual return of +6.22%, underperforming the benchmark SPY, which returned +11.77% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.73% | +13.93% | +27.57% | +0.72% | -19.15% | +9.75% | -1.97% | +35.25% | -12.68% | +13.37% | +16.69% | +4.30% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +16.90% | -1.00% | +31.52% | +5.08% | +21.48% | +84.27% | -51.74% | -16.27% | +29.95% | -7.58% | +1.14% | +10.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.40% | +1.37% | -7.44% | +6.67% | +0.55% | -0.21% | -0.10% | +1.73% | |||||
| 2025 | +2.12% | +1.33% | +0.33% | -1.76% | +2.66% | +2.50% | +1.45% | +0.95% | +2.30% | +0.33% | +1.44% | -0.46% | +13.93% |
| 2024 | +8.28% | -0.99% | +1.23% | -1.41% | +2.52% | +5.12% | +3.71% | +3.23% | +3.53% | +0.45% | +1.33% | -1.92% | +27.57% |
| 2023 | +10.01% | -6.22% | -10.72% | -1.92% | -0.99% | +3.56% | +2.54% | -0.55% | -2.24% | -3.58% | +6.84% | +5.87% | +0.72% |
| 2022 | -5.33% | -6.39% | +1.01% | -6.28% | +3.45% | -6.17% | +7.94% | -2.43% | -11.98% | +6.88% | +4.28% | -3.91% | -19.15% |
| 2021 | -2.91% | -0.53% | +5.24% | +3.31% | +1.07% | +2.38% | +0.73% | +0.83% | -0.77% | +1.34% | -5.60% | +4.76% | +9.75% |
| 2020 | +0.49% | -10.10% | -20.79% | +12.07% | +4.17% | -1.98% | +7.75% | +0.37% | -2.83% | -1.64% | +10.30% | +5% | -1.97% |
| 2019 | +11.07% | +2.10% | +2.80% | +1.69% | -1.04% | +5.30% | +0.62% | +0.94% | +1.72% | +0.81% | +2.50% | +2.56% | +35.25% |
| 2018 | -4.52% | +0.16% | +3.24% | -0.35% | -0.35% | -4.30% | +1.84% | +0.12% | -0.63% | -1.80% | +0% | -6.46% | -12.68% |
| 2017 | +1.47% | +1.75% | -1.54% | +4.14% | +2.02% | +1.70% | +2.46% | -0.70% | +1.78% | +0.34% | -0.80% | +0.14% | +13.37% |
Drawdown analysis of JPC (Nuveen Preferred & Income Opportunities Fund)
The maximum drawdown for the JPC was -76.06%, occurring on Mar 9, 2009. Recovery took 599 trading sessions.
The current JPC drawdown is -1.51%.
Since Mar 31, 2003 JPC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.06% | Mar 2, 2007 | 508 | Mar 9, 2009 | 599 | Jul 22, 2011 | 1107 |
| -52.47% | Feb 10, 2020 | 26 | Mar 18, 2020 | 284 | May 4, 2021 | 310 |
| -32.24% | Nov 1, 2021 | 350 | Mar 24, 2023 | 368 | Sep 11, 2024 | 718 |
| -21.07% | Apr 1, 2004 | 26 | May 10, 2004 | 122 | Nov 2, 2004 | 148 |
| -18.25% | Jul 22, 2011 | 51 | Oct 4, 2011 | 87 | Feb 8, 2012 | 138 |
| -18.17% | Oct 23, 2017 | 293 | Dec 21, 2018 | 56 | Mar 15, 2019 | 349 |
| -17.31% | May 10, 2013 | 71 | Aug 21, 2013 | 210 | Jun 23, 2014 | 281 |
| -15.31% | Feb 10, 2005 | 30 | Mar 28, 2005 | 337 | Jul 27, 2006 | 367 |
| -13.93% | Sep 6, 2016 | 49 | Nov 14, 2016 | 105 | Apr 18, 2017 | 154 |
| -11.65% | Mar 14, 2025 | 16 | Apr 7, 2025 | 24 | May 12, 2025 | 40 |
| -11.43% | Feb 13, 2026 | 30 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -11.36% | Jul 2, 2003 | 22 | Aug 4, 2003 | 73 | Nov 14, 2003 | 95 |
| -8.48% | Feb 4, 2016 | 5 | Feb 11, 2016 | 24 | Mar 17, 2016 | 29 |
| -7.91% | Nov 1, 2012 | 10 | Nov 15, 2012 | 15 | Dec 7, 2012 | 25 |
| -6.81% | Dec 2, 2015 | 8 | Dec 14, 2015 | 14 | Jan 5, 2016 | 22 |
| -6.18% | Nov 3, 2004 | 32 | Dec 20, 2004 | 28 | Jan 31, 2005 | 60 |
| -5.66% | Apr 28, 2015 | 43 | Jun 29, 2015 | 89 | Nov 3, 2015 | 132 |
| -5.43% | May 11, 2016 | 6 | May 19, 2016 | 11 | Jun 6, 2016 | 17 |
| -4.91% | Jan 8, 2016 | 7 | Jan 20, 2016 | 9 | Feb 2, 2016 | 16 |
| -4.72% | Jun 25, 2014 | 28 | Aug 5, 2014 | 67 | Nov 7, 2014 | 95 |
| -4.33% | Jan 6, 2004 | 33 | Feb 24, 2004 | 9 | Mar 8, 2004 | 42 |
| -4.04% | May 8, 2012 | 8 | May 18, 2012 | 22 | Jun 20, 2012 | 30 |
| -3.70% | May 3, 2019 | 20 | Jun 3, 2019 | 4 | Jun 7, 2019 | 24 |
| -3.65% | Sep 23, 2024 | 10 | Oct 7, 2024 | 39 | Dec 2, 2024 | 49 |
| -3.38% | Sep 18, 2025 | 45 | Nov 20, 2025 | 4 | Nov 26, 2025 | 49 |