PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Nuveen Preferred And Income ETF (NPFI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

Nuveen

Inception Date

Mar 5, 2024

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Expense Ratio

NPFI features an expense ratio of 0.55%, falling within the medium range.


Expense ratio chart for NPFI: current value at 0.55% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.55%

Share Price Chart


Loading data...

Compare to other instruments

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


Popular comparisons:
NPFI vs. PFFA NPFI vs. JEPI NPFI vs. PFF
Popular comparisons:
NPFI vs. PFFA NPFI vs. JEPI NPFI vs. PFF

Performance

Performance Chart

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


-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
3.06%
8.57%
NPFI (Nuveen Preferred And Income ETF)
Benchmark (^GSPC)

Returns By Period


NPFI

YTD

1.38%

1M

0.73%

6M

3.26%

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.82%1.38%
20241.05%-1.19%1.74%0.58%1.19%1.26%1.58%-0.68%0.73%-0.16%6.23%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

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


Sharpe ratio
No data
NPFI
^GSPC

There is not enough data available to calculate the Sharpe ratio for Nuveen Preferred And Income ETF. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Chart placeholderNot enough data

Dividends

Dividend History

Nuveen Preferred And Income ETF provided a 5.14% dividend yield over the last twelve months, with an annual payout of $1.33 per share.


4.79%$0.00$0.20$0.40$0.60$0.80$1.00$1.202024
Dividends
Dividend Yield
PeriodTTM2024
Dividend$1.33$1.23

Dividend yield

5.14%4.79%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.10$0.10
2024$0.08$0.13$0.13$0.12$0.13$0.11$0.09$0.12$0.33$1.23

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.


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-0.08%
-0.43%
NPFI (Nuveen Preferred And Income ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Nuveen Preferred And Income ETF. 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 ETF was 1.73%, occurring on Apr 18, 2024. Recovery took 13 trading sessions.

The current Nuveen Preferred And Income ETF drawdown is 0.08%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-1.73%Apr 1, 202414Apr 18, 202413May 7, 202427
-1.23%Dec 12, 202420Jan 13, 202511Jan 29, 202531
-0.88%Oct 18, 202410Oct 31, 202423Dec 4, 202433
-0.61%Jul 23, 202411Aug 6, 20245Aug 13, 202416
-0.54%Sep 24, 202410Oct 7, 20248Oct 17, 202418

Volatility

Volatility Chart

The current Nuveen Preferred And Income ETF volatility is 0.50%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
0.50%
3.01%
NPFI (Nuveen Preferred And Income ETF)
Benchmark (^GSPC)
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab