Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XJRIX (Nuveen Real Asset Income and Growth Fund) | 6.54% | 12.68% | 11.50% | 4.35% | 4.09% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XJRIX (Nuveen Real Asset Income and Growth Fund) | 04/27/2012 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 12.68 | 11.50 | 4.35 | 4.09 | NA | NA | … | … | 6.54 | 14.37 | 7.10 | 9.12 | -15.63 | 17.80 | -14.42 | 26.94 | -11.11 | 10.64 | 4.75 | -12.36 | 20.74 | 4.02 | 6.54 |
| Sharpe Ratio | NA | 1.13 | 0.77 | 0.16 | 0.15 | NA | NA | … | … | 1.00 | 1.14 | 0.38 | 0.45 | -0.97 | 1.96 | -0.39 | 4.06 | -1.69 | 1.97 | 0.38 | -1.15 | 3.08 | 0.52 | 1.12 |
| Standard Deviation(%) | NA | 8.54 | 10.38 | 12.23 | 15.52 | NA | NA | … | … | 10.48 | 10.11 | 9.16 | 12.27 | 17.73 | 9.05 | 37.78 | 6.27 | 7.42 | 5.10 | 11.92 | 10.77 | 6.72 | 7.72 | 8.81 |
| Draw Down(%) | NA | 8.85 | 12.88 | 23.88 | 52.56 | NA | NA | … | … | 8.85 | 8.45 | 8.49 | 16.26 | 23.88 | 5.87 | 52.56 | 2.72 | 13.73 | 2.96 | 11.77 | 19.40 | 5.28 | 11.15 | 4.97 |
| Yield(%) | 0.00 | 11.87 | 10.70 | 7.53 | 5.75 | 5.50 | 4.13 | … | … | 4.99 | 12.15 | 10.53 | 7.92 | 6.64 | 7.38 | 5.96 | 4.89 | 5.26 | 2.20 | 0.00 | 0.68 | 14.88 | 11.15 | 0.00 |
Data as of 06/11/2026, Common starting date is 04/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJRIX (Nuveen Real Asset Income and Growth Fund) |
-10.54%
Mar 2017 – Mar 2020 |
-7.35%
Mar 2015 – Mar 2020 |
0.81%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XJRIX (Nuveen Real Asset Income and Growth Fund) |
13.00%
Mar 2020 – Mar 2023 |
11.35%
Mar 2020 – Mar 2025 |
5.57%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart