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Performance analysis of Nuveen Corporate Income 2023 Target Term Fund (JHAA)

Annual Return

Over the past 3 years, JHAA has had an average annual return of +3.94%, outperforming the benchmark SPY, which returned +0.80% annual.

Over the past 5 years, JHAA has had an average annual return of +1.99%, underperforming the benchmark SPY, which returned +2.98% annual.

Since Dec 19, 2018, JHAA has had an average annual return of +3.70%, underperforming the benchmark SPY, which returned +14.68% annual.

202320222021202020192018
+9.25%-5.76%+8.60%-6.56%+5.65%+8.42%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2023+2.01%+0.60%-0.56%+1.18%+0.10%+1.06%+0.52%+1.05%+1.04%+0.93%+0.98%+9.25%
2022-1.49%-1.12%-1.93%-0.09%-2.22%-3.01%+3.56%+0.27%-1.38%+0.97%+1.38%-0.68%-5.76%
2021+3.64%+0.60%+0.78%+1.30%+1.09%-1.17%-0.08%+0.51%-0.18%+1.23%+0.11%+0.52%+8.60%
2020+1.69%-7.12%-18.22%+11.22%+2.28%+0.36%+1.01%+1.86%+0.35%-0.61%+2.18%+1.05%-6.56%
2019-3.31%-1.80%+0.08%+0.21%-1.70%+3.11%+0.71%+2.66%-0.55%+0.59%-0.19%+6.05%+5.65%
2018+8.42%+8.42%

Drawdown analysis of Nuveen Corporate Income 2023 Target Term Fund (JHAA)

The maximum drawdown for the JHAA was -44.18%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current JHAA drawdown is -2.60%.

Since Dec 19, 2018 JHAA has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-44.18%Feb 6, 202028Mar 18, 2020OngoingOngoingOngoing
-8.53%Dec 19, 20192Dec 23, 201930Feb 6, 202032
-7.46%Dec 28, 201849Mar 12, 201970Jun 20, 2019119
-6.64%Nov 19, 20195Nov 26, 20199Dec 10, 201914
-5.13%Aug 9, 201914Aug 29, 201946Nov 4, 201960
-4.60%Jun 20, 20194Jun 26, 201931Aug 9, 201935
-3.97%Dec 10, 20196Dec 18, 20191Dec 19, 20197
-3.33%Nov 4, 20191Nov 5, 20195Nov 12, 20196
-1.89%Nov 12, 20192Nov 14, 20193Nov 19, 20195
-1.25%Dec 24, 20181Dec 26, 20182Dec 28, 20183