DNP vs. JRS
DNP (DNP Select Income Fund Inc.) and JRS (Nuveen Real Estate Income Fund) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, DNP returned 7.90%/yr vs 5.28%/yr for JRS. Their 0.29 correlation means their historical movements had little consistent relationship.
Performance
DNP vs. JRS - Performance Comparison
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Returns By Period
In the year-to-date period, DNP achieves a 12.33% return, which is significantly lower than JRS's 17.82% return. Over the past 10 years, DNP has outperformed JRS with an annualized return of 7.90%, while JRS has yielded a comparatively lower 5.28% annualized return.
DNP
- 1D
- -1.15%
- 1M
- -0.24%
- 6M
- 9.75%
- YTD
- 12.33%
- 1Y
- 18.87%
- 3Y*
- 10.65%
- 5Y*
- 8.27%
- 10Y*
- 7.90%
- ALL TIME*
- 6.21%
JRS
- 1D
- -0.23%
- 1M
- 0.12%
- 6M
- 15.70%
- YTD
- 17.82%
- 1Y
- 24.09%
- 3Y*
- 13.25%
- 5Y*
- 3.02%
- 10Y*
- 5.28%
- ALL TIME*
- 7.23%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.49M | $7.08M | $7.13M | |
| $680.52K | $645.48K | $649.50K |
DNP vs. JRS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DNP DNP Select Income Fund Inc. | 12.33% | 22.61% | 13.36% | -18.56% | 10.96% | 14.05% | -13.67% | 31.00% | 3.53% | 13.29% |
JRS Nuveen Real Estate Income Fund | 17.82% | -3.38% | 19.74% | 13.42% | -35.61% | 62.86% | -12.66% | 34.92% | -18.07% | 14.38% |
Correlation
The correlation between DNP and JRS is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (3Y) Balances recent behavior with more history. | 0.42 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.42 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.38 |
Correlation (All Time) Calculated using the full available price history since Nov 19, 2001 | 0.29 |
The correlation between DNP and JRS shifts across timeframes, from 0.29 (all time) to 0.42 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
DNP:
$4.05B
JRS:
$249.34M
DNP:
$4.13
JRS:
$0.73
DNP:
2.60
JRS:
11.88
DNP:
0.34
JRS:
0.35
DNP:
7.02
JRS:
6.38
DNP:
1.03
JRS:
1.05
DNP:
$576.43M
JRS:
$39.07M
DNP:
$530.75M
JRS:
$34.33M
DNP:
$1.11B
JRS:
$39.91M
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Return for Risk
DNP vs. JRS — Risk / Return Rank
DNP
JRS
DNP vs. JRS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DNP Select Income Fund Inc. (DNP) and Nuveen Real Estate Income Fund (JRS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DNP | JRS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.29 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.88 | 2.08 | +0.80 |
| Martin ratioReturn relative to average drawdown | 11.97 | 7.00 | +4.97 |
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Drawdowns
DNP vs. JRS - Drawdown Comparison
The maximum DNP drawdown since its inception was -48.49%, smaller than the maximum JRS drawdown of -87.80%. Use the drawdown chart below to compare losses from any high point for DNP and JRS.
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Drawdown Indicators
| DNP | JRS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.49% | -87.80% | +39.31% |
Max Drawdown (1Y)Largest decline over 1 year | -6.42% | -11.10% | +4.68% |
Max Drawdown (3Y)Largest decline over 3 years | -16.21% | -25.33% | +9.12% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -45.57% | +21.26% |
Max Drawdown (10Y)Largest decline over 10 years | -39.56% | -54.64% | +15.08% |
Current DrawdownCurrent decline from peak | -2.66% | -2.71% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -8.49% | -18.96% | +10.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 3.29% | -1.75% |
Volatility
DNP vs. JRS - Volatility Comparison
The current volatility for DNP Select Income Fund Inc. (DNP) is 2.59%, while Nuveen Real Estate Income Fund (JRS) has a volatility of 4.01%. This indicates that DNP experiences smaller price fluctuations and is considered to be less risky than JRS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DNP | JRS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.59% | 4.01% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 8.02% | 12.51% | -4.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.02% | 15.13% | -5.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.48% | 21.94% | -7.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.11% | 24.34% | -7.23% |
Dividends
DNP vs. JRS - Dividend Comparison
DNP's dividend yield for the trailing twelve months is around 7.26%, less than JRS's 8.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DNP DNP Select Income Fund Inc. | 7.26% | 7.81% | 8.84% | 9.20% | 6.93% | 7.18% | 7.60% | 6.11% | 7.50% | 7.22% | 7.62% | 8.71% |
JRS Nuveen Real Estate Income Fund | 8.11% | 8.88% | 7.88% | 8.70% | 11.06% | 5.93% | 9.00% | 7.16% | 9.99% | 8.88% | 9.10% | 9.04% |
Financials
DNP vs. JRS - Financials Comparison
This section allows you to compare key financial metrics between DNP Select Income Fund Inc. and Nuveen Real Estate Income Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
DNP and JRS have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JRS has higher volatility (4.01%) compared to DNP (2.59%). In terms of maximum drawdown, DNP dropped -48.49% vs JRS's -87.80%.
DNP currently has the higher Sharpe Ratio (1.84 vs 1.53), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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