FARCX vs. JQC
FARCX (Nuveen Real Estate Securities Fund) and JQC (Nuveen Credit Strategies Income Fund) are both mutual funds - FARCX is a REIT fund managed by Nuveen, while JQC is a Bank Loan fund managed by Nuveen. Over the past 10 years, FARCX returned 5.36%/yr vs 5.49%/yr for JQC. Their 0.33 correlation means their historical movements had little consistent relationship. FARCX charges 0.97%/yr vs 4.34%/yr for JQC.
Performance
FARCX vs. JQC - Performance Comparison
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Returns By Period
In the year-to-date period, FARCX achieves a 18.37% return, which is significantly higher than JQC's 2.40% return. Both investments have delivered pretty close results over the past 10 years, with FARCX having a 5.36% annualized return and JQC not far ahead at 5.49%.
FARCX
- 1D
- -0.65%
- 1M
- 0.77%
- 6M
- 16.52%
- YTD
- 18.37%
- 1Y
- 23.02%
- 3Y*
- 10.65%
- 5Y*
- 4.02%
- 10Y*
- 5.36%
- ALL TIME*
- 9.87%
JQC
- 1D
- 0.42%
- 1M
- -0.01%
- 6M
- -0.84%
- YTD
- 2.40%
- 1Y
- -1.75%
- 3Y*
- 10.82%
- 5Y*
- 4.66%
- 10Y*
- 5.49%
- ALL TIME*
- 4.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $2.47M | $2.59M | $2.73M |
FARCX vs. JQC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FARCX Nuveen Real Estate Securities Fund | 18.37% | 2.56% | 6.04% | 11.55% | -24.57% | 41.57% | -6.14% | 25.63% | -5.57% | 5.67% |
JQC Nuveen Credit Strategies Income Fund | 2.40% | -0.36% | 22.29% | 15.26% | -14.22% | 13.29% | -2.96% | 21.78% | -4.33% | -0.27% |
Correlation
The correlation between FARCX and JQC is 0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.01 |
Correlation (3Y) Balances recent behavior with more history. | 0.19 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.28 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2003 | 0.33 |
Over the past year, the correlation between FARCX and JQC has dropped to 0.01 - well below their long-term average of 0.33, suggesting their price drivers have been diverging.
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Return for Risk
FARCX vs. JQC — Risk / Return Rank
FARCX
JQC
FARCX vs. JQC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Estate Securities Fund (FARCX) and Nuveen Credit Strategies Income Fund (JQC). 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.
| FARCX | JQC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.85 | ||
| Sortino ratioReturn per unit of downside risk | +2.50 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 0.98 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 2.91 | -0.17 | +3.08 |
| Martin ratioReturn relative to average drawdown | 9.99 | -0.33 | +10.32 |
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Drawdowns
FARCX vs. JQC - Drawdown Comparison
The maximum FARCX drawdown since its inception was -70.62%, smaller than the maximum JQC drawdown of -75.18%. Use the drawdown chart below to compare losses from any high point for FARCX and JQC.
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Drawdown Indicators
| FARCX | JQC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.62% | -75.18% | +4.56% |
Max Drawdown (1Y)Largest decline over 1 year | -7.83% | -10.15% | +2.32% |
Max Drawdown (3Y)Largest decline over 3 years | -17.59% | -15.37% | -2.22% |
Max Drawdown (5Y)Largest decline over 5 years | -31.77% | -19.83% | -11.94% |
Max Drawdown (10Y)Largest decline over 10 years | -41.05% | -47.99% | +6.94% |
Current DrawdownCurrent decline from peak | -2.82% | -3.76% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -10.40% | -8.78% | -1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 5.32% | -3.03% |
Volatility
FARCX vs. JQC - Volatility Comparison
Nuveen Real Estate Securities Fund (FARCX) has a higher volatility of 4.51% compared to Nuveen Credit Strategies Income Fund (JQC) at 1.49%. This indicates that FARCX's price experiences larger fluctuations and is considered to be riskier than JQC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FARCX | JQC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 1.49% | +3.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 8.51% | +2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.61% | 11.15% | +2.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.40% | 13.07% | +5.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.21% | 17.49% | +2.72% |
FARCX vs. JQC - Expense Ratio Comparison
FARCX has a 0.97% expense ratio, which is lower than JQC's 4.34% expense ratio.
Dividends
FARCX vs. JQC - Dividend Comparison
FARCX's dividend yield for the trailing twelve months is around 4.80%, less than JQC's 13.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FARCX Nuveen Real Estate Securities Fund | 4.80% | 5.77% | 9.34% | 3.30% | 20.25% | 15.12% | 2.89% | 11.46% | 6.19% | 13.43% | 10.99% | 8.24% |
JQC Nuveen Credit Strategies Income Fund | 13.09% | 12.91% | 11.39% | 11.42% | 9.71% | 10.03% | 16.11% | 16.14% | 6.53% | 7.42% | 6.99% | 7.51% |
Frequently Asked Questions
FARCX and JQC have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FARCX has higher volatility (4.51%) compared to JQC (1.49%). In terms of maximum drawdown, FARCX dropped -70.62% vs JQC's -75.18%.
FARCX currently has the higher Sharpe Ratio (1.69 vs -0.16), 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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