Nuveen Preferred and Income Opportunities Fund (JPC)

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Nuveen Preferred and Income Opportunities Fund (JPC) is up 0.0% since the beginning of the year. JPC is currently trading at $8 per share. Investors who bought $1,000 worth of JPC shares 5 years ago would now be looking at an investment worth $1,200.

Nuveen Preferred and Income Opportunities Fund (JPC) has returned 0.03% so far this year and 7.39% over the past 12 months. Over the last ten years, JPC has returned 5.69% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Mar 31, 2003, JPC's average daily return is +0.03%, while the average monthly return is +0.64%. At this rate, an investment would double in approximately 9.1 years.

Historically, 63% of months were positive and 37% were negative. The best month was May 2009 with a return of +25.3%, while the worst month was Sep 2008 at -29.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, JPC closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +32.0%, while the worst single day was Mar 18, 2020 at -28.9%.

Nuveen Preferred and Income Opportunities Fund has an annualized alpha of 0.99%, beta of 0.71, and R2 of 0.31 versus S&P 500 Index. Calculated based on daily prices since March 31, 2003.

• This fund participated in 89.35% of S&P 500 Index downside but only 75.17% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.31 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.

JPC has an expense ratio of 0.01%, which is considered low.

JPC ranks 9 for risk / return — in the bottom 9% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

Nuveen Preferred and Income Opportunities Fund provided a 9.95% dividend yield over the last twelve months, with an annual payout of $0.77 per share. The fund has been increasing its distributions for 2 consecutive years.

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

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.

The table below displays the maximum drawdowns of the Nuveen Preferred and Income Opportunities 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 Preferred and Income Opportunities Fund was 76.07%, occurring on Mar 9, 2009. Recovery took 599 trading sessions.

The current Nuveen Preferred and Income Opportunities Fund drawdown is 3.16%.

The chart below shows the rolling one-month volatility.