Performance analysis of Nuveen Core Plus Impact Fund (NPCT)
Annual Return
Over the past 3 years, NPCT has had an average annual return of +11.64%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, NPCT has had an average annual return of -3.42%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Apr 28, 2021, NPCT has had an average annual return of -3.08%, underperforming the benchmark SPY, which returned +13.33% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.03% | +9.83% | +17.21% | +7.78% | -37.49% | -4.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.86% | +3.47% | -3.20% | +4.81% | -3.42% | +1% | -2.18% | +3.03% | |||||
| 2025 | +3.36% | +4.31% | -2.46% | -2.59% | +4.89% | +6.13% | -2.08% | +1.35% | +1.91% | -1.57% | +0.07% | -3.31% | +9.83% |
| 2024 | +4.40% | -0.48% | +1.40% | -1.63% | +4.99% | +4.74% | +7.55% | +0.70% | +3.73% | -3.92% | +1.89% | -6.49% | +17.21% |
| 2023 | +12.53% | -4.85% | -5.39% | +2.48% | -3.92% | +1.55% | +2.63% | -2.43% | -5.91% | -0.83% | +8.38% | +5.09% | +7.78% |
| 2022 | -8.49% | -6.47% | -2.14% | -11.81% | -1.92% | -7.63% | +7.77% | -3.62% | -13.67% | +1.72% | +7.45% | -4.67% | -37.49% |
| 2021 | +0% | -0.85% | -1.65% | +2.64% | -1.04% | +0.79% | -4.79% | -0.80% | +0.78% | -4.98% |
Drawdown analysis of Nuveen Core Plus Impact Fund (NPCT)
The maximum drawdown for the NPCT was -46.75%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current NPCT drawdown is -16.38%.
Since Apr 28, 2021 NPCT 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
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.75% | Jul 16, 2021 | 569 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -4.50% | Apr 28, 2021 | 10 | May 12, 2021 | 41 | Jul 12, 2021 | 51 |