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Nuveen Preferred and Income Securities Fund (NPFD)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

CUSIP
670695808

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Nuveen Preferred and Income Securities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period


Nuveen Preferred and Income Securities Fund

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 16, 2021, NPFD's average daily return is +0.02%, while the average monthly return is +0.33%. At this rate, your investment would double in approximately 17.5 years.

Historically, 61% of months were positive and 39% were negative. The best month was Jul 2022 with a return of +9.3%, while the worst month was Apr 2022 at -12.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, NPFD closed higher 53% of trading days. The best single day was Aug 25, 2022 with a return of +3.6%, while the worst single day was Apr 4, 2025 at -5.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.88%1.29%4.21%
20256.10%-0.54%0.21%-0.01%2.35%3.13%1.76%1.86%2.50%0.64%-0.20%-2.67%15.94%
20246.75%2.22%2.99%-4.42%4.30%5.36%3.20%1.83%0.74%0.04%3.65%-4.66%23.52%
20238.32%-4.54%-11.33%0.42%-2.40%1.40%6.46%-1.37%-2.03%-4.24%7.84%2.15%-1.10%
2022-2.25%-10.40%4.77%-12.67%-1.54%-4.89%9.33%-3.12%-8.50%-1.73%4.17%0.28%-25.33%
20211.40%1.40%

Benchmark Metrics

Nuveen Preferred and Income Securities Fund has an annualized alpha of 0.23%, beta of 0.33, and R² of 0.14 versus S&P 500 Index. Calculated based on daily prices since December 17, 2021.

  • This fund participated in 91.94% of S&P 500 Index downside but only 63.78% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.33 may look defensive, but with R² of 0.14 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R² of 0.14 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
0.23%
Beta
0.33
0.14
Upside Capture
63.78%
Downside Capture
91.94%

Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Nuveen Preferred and Income Securities Fund (NPFD) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Explore NPFD risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Nuveen Preferred and Income Securities Fund provided a 8.40% dividend yield over the last twelve months, with an annual payout of $1.65 per share. The fund has been increasing its distributions for 2 consecutive years.


7.00%8.00%9.00%10.00%$0.00$0.50$1.00$1.50$2.002022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$1.65$2.00$1.74$1.07$1.46

Dividend yield

8.40%10.50%9.57%6.61%8.33%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.16$0.00$0.16
2025$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.16$2.00
2024$0.09$0.12$0.12$0.12$0.12$0.17$0.17$0.17$0.17$0.17$0.17$0.17$1.74
2023$0.10$0.10$0.10$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$1.07
2022$0.14$0.14$0.14$0.14$0.14$0.14$0.14$0.14$0.12$0.12$0.12$1.46

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 Preferred and Income Securities 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 Securities Fund was 39.18%, occurring on May 12, 2023. Recovery took 571 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-39.18%Jan 14, 2022333May 12, 2023571Aug 22, 2025904
-3.38%Oct 21, 202523Nov 20, 202548Feb 2, 202671
-2%Sep 25, 20252Sep 26, 202513Oct 15, 202515
-0.63%Jan 3, 20223Jan 5, 20221Jan 6, 20224
-0.51%Sep 3, 20257Sep 11, 20252Sep 15, 20259

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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