Nuveen Real Estate Income Fund (JRS)

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Nuveen Real Estate Income Fund (JRS) is up 8.4% since the beginning of the year. At $8 per share, JRS is trading 3.1% below its 52-week high of $8. Investors who bought $1,000 worth of JRS shares 5 years ago would now be looking at an investment worth $1,118.

Nuveen Real Estate Income Fund (JRS) has returned 8.38% so far this year and 11.76% over the past 12 months. Over the last ten years, JRS has returned 5.48% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Nov 19, 2001, JRS's average daily return is +0.04%, while the average monthly return is +0.91%. At this rate, an investment would double in approximately 6.4 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2009 with a return of +56.0%, while the worst month was Nov 2008 at -44.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, JRS closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +36.4%, while the worst single day was Mar 18, 2020 at -22.4%.

Nuveen Real Estate Income Fund has an annualized alpha of 2.17%, beta of 0.95, and R2 of 0.37 versus S&P 500 Index. Calculated based on daily prices since November 20, 2001.

• This stock participated in 123.61% of S&P 500 Index downside but only 121.90% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.37 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

JRS has a high expense ratio of 1.53%, indicating above-average management fees.

JRS ranks 64 for risk / return — better than 64% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Nuveen Real Estate Income Fund (JRS) and compare them to S&P 500 Index.

Nuveen Real Estate Income Fund provided a 8.37% dividend yield over the last twelve months, with an annual payout of $0.68 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Nuveen Real Estate Income 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 Real Estate 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 Real Estate Income Fund was 87.80%, occurring on Mar 9, 2009. Recovery took 1805 trading sessions.

The current Nuveen Real Estate Income Fund drawdown is 8.42%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Nuveen Real Estate Income Fund over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Nuveen Real Estate Income Fund is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.