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Performance analysis of Nuveen Variable Rate Preferred & Income Fund (NPFD)

Annual Return

Over the past 3 years, NPFD has had an average annual return of +15.45%, underperforming the benchmark SPY, which returned +19.62% annual.

Since Dec 16, 2021, NPFD has had an average annual return of +2.28%, underperforming the benchmark SPY, which returned +12.40% annual.

202620252024202320222021
+3.51%+15.90%+23.48%-1.15%-25.30%+1.40%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.87%+2.20%-7.07%+7.22%-0.43%-0.43%-0.34%+3.51%
2025+6.10%-0.54%+0.20%-0.03%+2.35%+3.13%+1.76%+1.86%+2.50%+0.64%-0.20%-2.66%+15.90%
2024+6.76%+2.21%+2.97%-4.41%+4.29%+5.36%+3.20%+1.82%+0.73%+0.03%+3.64%-4.67%+23.48%
2023+8.32%-4.55%-11.34%+0.42%-2.39%+1.41%+6.45%-1.36%-2.03%-4.24%+7.82%+2.14%-1.15%
2022-2.25%-10.39%+4.78%-12.67%-1.53%-4.90%+9.34%-3.11%-8.49%-1.73%+4.18%+0.28%-25.30%
2021+1.40%+1.40%

Drawdown analysis of Nuveen Variable Rate Preferred & Income Fund (NPFD)

The maximum drawdown for the NPFD was -39.16%, occurring on May 12, 2023. Recovery took 572 trading sessions.

The current NPFD drawdown is -2.00%.

Since Dec 16, 2021 NPFD has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-39.16%Jan 13, 2022333May 12, 2023572Aug 25, 2025905
-9.89%Feb 19, 202627Mar 30, 2026OngoingOngoingOngoing
-3.38%Oct 20, 202523Nov 20, 202548Feb 2, 202671
-2.00%Sep 24, 20252Sep 26, 202513Oct 15, 202515
-0.76%Feb 11, 20261Feb 12, 20262Feb 17, 20263
-0.63%Dec 31, 20213Jan 5, 20221Jan 6, 20224
-0.50%Sep 2, 20257Sep 11, 20252Sep 15, 20259
-0.45%Feb 5, 20261Feb 6, 20263Feb 11, 20264
-0.40%Oct 15, 20251Oct 16, 20252Oct 20, 20253
-0.39%Jan 6, 20221Jan 7, 20221Jan 10, 20222
-0.28%Dec 23, 20211Dec 27, 20213Dec 30, 20214
-0.20%Aug 26, 20251Aug 27, 20252Aug 29, 20253
-0.15%Sep 18, 20251Sep 19, 20251Sep 22, 20252
-0.04%Dec 17, 20211Dec 20, 20211Dec 21, 20212
-0.04%Dec 21, 20211Dec 22, 20211Dec 23, 20212
-0.04%Jan 10, 20221Jan 11, 20221Jan 12, 20222