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Nuveen Strategic Income Fund (FCBYX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US6706783908

Issuer

Nuveen

Inception Date

Jan 31, 2000

Min. Investment

$100,000

Asset Class

Bond

Expense Ratio

FCBYX has an expense ratio of 0.59%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Nuveen Strategic Income Fund (FCBYX) returned 1.17% year-to-date (YTD) and 6.42% over the past 12 months. Over the past 10 years, FCBYX returned 3.33% annually, underperforming the S&P 500 benchmark at 10.77%.


FCBYX

YTD

1.17%

1M

1.24%

6M

1.79%

1Y

6.42%

5Y*

3.85%

10Y*

3.33%

^GSPC (Benchmark)

YTD

0.08%

1M

9.75%

6M

-1.63%

1Y

12.74%

5Y*

15.66%

10Y*

10.77%

*Annualized

Monthly Returns

The table below presents the monthly returns of FCBYX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.87%1.58%-0.25%-0.61%-0.41%1.17%
20240.73%-0.19%0.92%-1.01%1.68%0.94%1.75%1.47%1.35%-1.34%1.07%-0.65%6.86%
20233.70%-1.52%0.85%0.95%-0.75%0.70%0.91%-0.55%-1.81%-1.53%4.28%3.80%9.14%
2022-1.52%-2.19%-1.03%-2.85%-1.13%-3.05%2.54%-0.53%-4.32%-0.77%3.81%0.22%-10.55%
20210.00%-0.55%-0.65%1.16%0.43%0.79%0.61%0.34%-0.46%-0.45%-0.46%0.73%1.48%
20201.90%0.41%-9.25%3.58%2.98%2.05%2.85%0.67%-0.24%0.12%2.66%1.07%8.45%
20192.85%0.91%1.69%0.89%0.60%1.84%0.68%2.02%-0.05%0.42%0.32%0.32%13.19%
2018-0.70%-0.93%0.02%-0.37%-0.17%-0.17%1.00%0.41%-0.18%-1.16%-0.77%-0.08%-3.07%
20170.83%0.92%-0.31%1.02%0.82%0.25%0.63%0.67%-0.08%0.48%-0.22%0.44%5.56%
2016-1.79%-0.23%4.12%2.71%0.16%1.12%2.45%1.09%0.07%-0.03%-1.62%1.21%9.50%
20151.22%0.86%-0.38%0.24%-0.03%-1.63%-0.21%-1.50%-1.52%1.98%-0.87%-2.50%-4.34%
20140.42%2.41%0.52%1.05%1.21%0.77%-0.35%1.12%-1.56%0.87%0.06%-0.90%5.72%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 91, FCBYX is among the top 9% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FCBYX is 9191
Overall Rank
The Sharpe Ratio Rank of FCBYX is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of FCBYX is 9191
Sortino Ratio Rank
The Omega Ratio Rank of FCBYX is 9090
Omega Ratio Rank
The Calmar Ratio Rank of FCBYX is 9494
Calmar Ratio Rank
The Martin Ratio Rank of FCBYX is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Nuveen Strategic Income Fund (FCBYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Nuveen Strategic Income Fund Sharpe ratios as of May 14, 2025 (values are recalculated daily):

  • 1-Year: 1.72
  • 5-Year: 0.94
  • 10-Year: 0.77
  • All Time: 1.07

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Nuveen Strategic Income Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Nuveen Strategic Income Fund provided a 6.64% dividend yield over the last twelve months, with an annual payout of $0.65 per share. The fund has been increasing its distributions for 3 consecutive years.


3.00%3.50%4.00%4.50%5.00%5.50%6.00%6.50%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.65$0.63$0.55$0.43$0.34$0.40$0.40$0.39$0.52$0.56$0.56$0.58

Dividend yield

6.64%6.44%5.59%4.47%3.09%3.58%3.70%3.92%4.94%5.34%5.54%5.19%

Monthly Dividends

The table displays the monthly dividend distributions for Nuveen Strategic Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.06$0.06$0.06$0.06$0.00$0.22
2024$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.06$0.06$0.06$0.06$0.06$0.63
2023$0.04$0.04$0.04$0.04$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.55
2022$0.03$0.03$0.03$0.03$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.43
2021$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.34
2020$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.03$0.03$0.03$0.03$0.03$0.40
2019$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.04$0.04$0.04$0.04$0.04$0.40
2018$0.04$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.39
2017$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.04$0.04$0.04$0.04$0.04$0.52
2016$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.56
2015$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.56
2014$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.58

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Nuveen Strategic Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Nuveen Strategic Income Fund was 25.72%, occurring on Mar 9, 2009. Recovery took 101 trading sessions.

The current Nuveen Strategic Income Fund drawdown is 1.36%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-25.72%May 21, 2008201Mar 9, 2009101Jul 31, 2009302
-15.93%Mar 9, 202011Mar 23, 202084Jul 22, 202095
-15.92%Sep 16, 2021280Oct 24, 2022409Jun 14, 2024689
-10.44%Apr 9, 2015215Feb 12, 201698Jul 5, 2016313
-7.57%Sep 18, 2001277Oct 22, 200246Dec 27, 2002323

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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