Performance analysis of JRS (Nuveen Real Estate Income Fund.)
Annual Return
Over the past 3 years, JRS has had an average annual return of +13.07%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, JRS has had an average annual return of +2.26%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, JRS has had an average annual return of +5.50%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 19, 2001, JRS has had an average annual return of +6.95%, underperforming the benchmark SPY, which returned +9.94% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.39% | -3.36% | +19.72% | +13.28% | -35.53% | +62.86% | -12.49% | +34.90% | -18.10% | +14.35% | +10.78% | +1.12% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +30.93% | -0.87% | +8.95% | +12.89% | +37.16% | +88.68% | -61.99% | -37.50% | +54.68% | +4.78% | +20.10% | +34.35% |
| 2002 | 2001 | ||||||||||
| +10.37% | -0.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.83% | +5.38% | -7.21% | +10.06% | +0.73% | -1.81% | +8.39% | ||||||
| 2025 | +0.81% | +1.72% | -4.94% | -5.10% | +1.92% | -0.24% | -1.54% | +5.94% | +2.89% | -2.81% | +0.13% | -1.63% | -3.36% |
| 2024 | -3.71% | +3.32% | +3.79% | -7.72% | +1.37% | +5.72% | +8.90% | +7.69% | +5.72% | -4.41% | +8.44% | -8.78% | +19.72% |
| 2023 | +15.34% | -4.24% | -8.52% | +0.94% | -6.63% | +8.01% | +4.04% | -5.56% | -5.98% | -8.21% | +14.63% | +13.32% | +13.28% |
| 2022 | -10.84% | -1.75% | +7.17% | -4.49% | -6.29% | -9.08% | +5.21% | -3.64% | -17.02% | +2.07% | +7.35% | -8.45% | -35.53% |
| 2021 | +0.83% | +7.05% | +7.43% | +8.55% | +2.69% | +5.51% | +2.43% | +1.14% | -6.01% | +8.57% | +1.04% | +11.79% | +62.86% |
| 2020 | +1.79% | -13.88% | -25.19% | +6.63% | +4.56% | +1.11% | +3.34% | +4.28% | -3.94% | -4.24% | +16.87% | +2.17% | -12.49% |
| 2019 | +19.15% | +3.07% | +1.55% | -1.83% | -0.10% | +5.23% | +2.28% | -0.28% | +4.43% | -1.73% | -1.20% | +1.34% | +34.90% |
| 2018 | -6.57% | -6.08% | +0.91% | +0.10% | +1.64% | +2.93% | +0.10% | +2.70% | -2.66% | -6.12% | +3.15% | -8.85% | -18.10% |
| 2017 | +3.90% | +2.06% | -0.54% | +1.98% | +0.71% | +1.48% | +0.62% | -1.84% | +1.95% | -1.44% | +0.36% | +4.44% | +14.35% |
Drawdown analysis of JRS (Nuveen Real Estate Income Fund.)
The maximum drawdown for the JRS was -87.69%, occurring on Mar 9, 2009. Recovery took 1805 trading sessions.
The current JRS drawdown is -8.42%.
Since Nov 19, 2001 JRS has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 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 |
|---|---|---|---|---|---|---|
| -87.69% | Feb 7, 2007 | 524 | Mar 9, 2009 | 1805 | May 9, 2016 | 2329 |
| -54.50% | Feb 14, 2020 | 25 | Mar 23, 2020 | 263 | Apr 8, 2021 | 288 |
| -45.52% | Dec 31, 2021 | 458 | Oct 27, 2023 | Ongoing | Ongoing | Ongoing |
| -22.18% | Apr 1, 2004 | 26 | May 10, 2004 | 80 | Sep 2, 2004 | 106 |
| -21.97% | Dec 29, 2017 | 247 | Dec 24, 2018 | 40 | Feb 22, 2019 | 287 |
| -18.26% | Sep 8, 2016 | 40 | Nov 3, 2016 | 151 | Jun 13, 2017 | 191 |
| -13.95% | Dec 14, 2004 | 71 | Mar 29, 2005 | 30 | May 10, 2005 | 101 |
| -13.79% | Sep 17, 2002 | 17 | Oct 10, 2002 | 91 | Feb 21, 2003 | 108 |
| -13.60% | Oct 16, 2006 | 14 | Nov 3, 2006 | 20 | Dec 4, 2006 | 34 |
| -11.72% | Jun 20, 2002 | 23 | Jul 24, 2002 | 31 | Sep 6, 2002 | 54 |
| -10.32% | Aug 3, 2005 | 3 | Aug 8, 2005 | 104 | Jan 5, 2006 | 107 |
| -9.04% | Sep 8, 2021 | 14 | Sep 28, 2021 | 19 | Oct 25, 2021 | 33 |
| -8.14% | Feb 10, 2004 | 8 | Feb 23, 2004 | 9 | Mar 5, 2004 | 17 |
| -8.01% | Nov 4, 2004 | 2 | Nov 8, 2004 | 16 | Dec 1, 2004 | 18 |
| -7.93% | Jul 14, 2003 | 16 | Aug 5, 2003 | 31 | Sep 18, 2003 | 47 |
| -7.83% | Mar 16, 2006 | 21 | Apr 17, 2006 | 52 | Jun 29, 2006 | 73 |
| -5.99% | Dec 13, 2006 | 14 | Jan 5, 2007 | 14 | Jan 26, 2007 | 28 |
| -5.39% | Oct 21, 2019 | 38 | Dec 13, 2019 | 23 | Jan 17, 2020 | 61 |
| -5.39% | May 9, 2016 | 8 | May 19, 2016 | 13 | Jun 8, 2016 | 21 |
| -5.34% | Nov 24, 2021 | 4 | Dec 1, 2021 | 5 | Dec 8, 2021 | 9 |
| -5.11% | Jul 27, 2017 | 16 | Aug 18, 2017 | 84 | Dec 18, 2017 | 100 |
| -4.81% | May 11, 2021 | 1 | May 12, 2021 | 8 | May 24, 2021 | 9 |
| -4.78% | Apr 5, 2019 | 10 | Apr 22, 2019 | 25 | May 28, 2019 | 35 |
| -4.69% | Jul 12, 2021 | 5 | Jul 19, 2021 | 15 | Aug 9, 2021 | 20 |
| -4.62% | Jul 28, 2016 | 21 | Aug 26, 2016 | 7 | Sep 7, 2016 | 28 |