Performance analysis of JRI (Nuveen Real Asset Income and Growth Fund)
Annual Return
Over the past 3 years, JRI has had an average annual return of +17.04%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, JRI has had an average annual return of +6.21%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, JRI has had an average annual return of +7.18%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Apr 27, 2012, JRI has had an average annual return of +7.32%, underperforming the benchmark SPY, which returned +14.70% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.58% | +26.71% | +16.27% | +10% | -20.82% | +29.17% | -19.38% | +45.64% | -17.13% | +21.70% | +12.52% | -11.79% |
| 2014 | 2013 | 2012 | |||||||||
| +30.16% | +7.98% | -0.54% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.94% | +3.35% | -6.51% | +6.70% | +0.53% | -1.16% | -0.58% | ||||||
| 2025 | +4.42% | +4.99% | +0.42% | +0.85% | +1.28% | +5.40% | -1.75% | +4.61% | +5.77% | -1.52% | +0.25% | -0.41% | +26.71% |
| 2024 | +0.77% | -1.45% | +4.59% | -3.69% | +3% | +6.46% | +4.55% | +4.34% | +6.22% | -3.34% | +5.11% | -9.97% | +16.27% |
| 2023 | +11.03% | -5.57% | -2.07% | +0.82% | -5.06% | +3.96% | +2.61% | -3.21% | -4.17% | -5.13% | +11.70% | +6.76% | +10% |
| 2022 | -4.14% | -3.34% | +4.30% | -6.34% | +1.30% | -7.92% | +7.39% | -4.24% | -15.23% | +3.69% | +7.50% | -3.49% | -20.82% |
| 2021 | +0.57% | +7.27% | +3.47% | +4.94% | +5.04% | +0.90% | +0.16% | +1.35% | -4.83% | +4.63% | -3.76% | +6.94% | +29.17% |
| 2020 | +3.38% | -13.36% | -38.62% | +15.37% | +2.73% | +2.48% | +5.32% | +1.02% | -0.61% | -2.72% | +13.76% | +3.18% | -19.38% |
| 2019 | +14.17% | +2.12% | +3.05% | +0.91% | +0.03% | +6.62% | +0.92% | +0.40% | +4% | +3.31% | +0.38% | +3.06% | +45.64% |
| 2018 | -1.90% | -4.39% | -1.00% | +1.45% | +0.34% | -0.21% | +2.28% | +1.20% | -1.79% | -6.67% | +0.30% | -7.66% | -17.13% |
| 2017 | +7.71% | +2.57% | +1% | +3.14% | +0.09% | +0.78% | +3.22% | +1.41% | -0.53% | +0.70% | -2.24% | +2.28% | +21.70% |
Drawdown analysis of JRI (Nuveen Real Asset Income and Growth Fund)
The maximum drawdown for the JRI was -60.68%, occurring on Mar 18, 2020. Recovery took 1110 trading sessions.
The current JRI drawdown is -2.79%.
Since Apr 27, 2012 JRI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.68% | Feb 21, 2020 | 18 | Mar 18, 2020 | 1110 | Aug 15, 2024 | 1128 |
| -29.66% | Apr 28, 2015 | 184 | Jan 20, 2016 | 149 | Aug 22, 2016 | 333 |
| -21.99% | Aug 3, 2017 | 349 | Dec 21, 2018 | 113 | Jun 6, 2019 | 462 |
| -14.64% | May 2, 2012 | 38 | Jun 26, 2012 | 132 | Jan 7, 2013 | 170 |
| -14.54% | May 10, 2013 | 78 | Aug 30, 2013 | 97 | Jan 21, 2014 | 175 |
| -13.74% | Nov 29, 2024 | 86 | Apr 7, 2025 | 15 | Apr 29, 2025 | 101 |
| -12.94% | Oct 1, 2025 | 118 | Mar 23, 2026 | Ongoing | Ongoing | Ongoing |
| -12.82% | Sep 8, 2016 | 48 | Nov 15, 2016 | 72 | Mar 2, 2017 | 120 |
| -9.27% | Dec 11, 2014 | 3 | Dec 16, 2014 | 17 | Jan 12, 2015 | 20 |
| -7.65% | Sep 10, 2014 | 25 | Oct 15, 2014 | 15 | Nov 5, 2014 | 40 |
| -5.37% | Jun 30, 2014 | 25 | Aug 5, 2014 | 6 | Aug 13, 2014 | 31 |
| -4.29% | Jan 29, 2015 | 12 | Feb 17, 2015 | 42 | Apr 17, 2015 | 54 |
| -4.15% | Sep 30, 2024 | 18 | Oct 24, 2024 | 24 | Nov 27, 2024 | 42 |
| -3.44% | Nov 10, 2014 | 8 | Nov 20, 2014 | 11 | Dec 8, 2014 | 19 |
| -3.43% | Jul 2, 2025 | 17 | Jul 28, 2025 | 14 | Aug 15, 2025 | 31 |
| -3.28% | Jul 30, 2019 | 4 | Aug 5, 2019 | 20 | Sep 3, 2019 | 24 |
| -2.87% | Jan 13, 2015 | 5 | Jan 21, 2015 | 4 | Jan 27, 2015 | 9 |
| -2.80% | Feb 21, 2014 | 3 | Feb 26, 2014 | 14 | Mar 18, 2014 | 17 |
| -2.74% | May 1, 2017 | 12 | May 17, 2017 | 12 | Jun 5, 2017 | 24 |
| -2.69% | Jan 21, 2014 | 9 | Feb 3, 2014 | 8 | Feb 13, 2014 | 17 |
| -2.65% | Aug 22, 2016 | 4 | Aug 26, 2016 | 7 | Sep 7, 2016 | 11 |
| -2.30% | May 2, 2025 | 8 | May 14, 2025 | 11 | May 30, 2025 | 19 |
| -2.15% | Mar 2, 2017 | 5 | Mar 9, 2017 | 4 | Mar 15, 2017 | 9 |
| -2.07% | Apr 11, 2013 | 2 | Apr 15, 2013 | 4 | Apr 19, 2013 | 6 |
| -2.01% | Oct 22, 2019 | 3 | Oct 25, 2019 | 4 | Oct 31, 2019 | 7 |