FJSYX vs. PAFRX
Compare and contrast key facts about Nuveen Credit Income Fund (FJSYX) and T. Rowe Price Floating Rate Fund (PAFRX).
FJSYX is managed by Nuveen. It was launched on Aug 30, 2001. PAFRX is managed by T. Rowe Price. It was launched on Jul 28, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJSYX or PAFRX.
Correlation
The correlation between FJSYX and PAFRX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FJSYX vs. PAFRX - Performance Comparison
Key characteristics
FJSYX:
2.09
PAFRX:
1.95
FJSYX:
3.33
PAFRX:
3.40
FJSYX:
1.54
PAFRX:
1.78
FJSYX:
2.11
PAFRX:
1.77
FJSYX:
8.37
PAFRX:
8.31
FJSYX:
0.97%
PAFRX:
0.64%
FJSYX:
3.90%
PAFRX:
2.74%
FJSYX:
-36.44%
PAFRX:
-19.95%
FJSYX:
-2.21%
PAFRX:
-1.29%
Returns By Period
In the year-to-date period, FJSYX achieves a -0.27% return, which is significantly higher than PAFRX's -0.39% return. Both investments have delivered pretty close results over the past 10 years, with FJSYX having a 4.26% annualized return and PAFRX not far behind at 4.17%.
FJSYX
-0.27%
-1.21%
1.25%
7.81%
7.25%
4.26%
PAFRX
-0.39%
-0.33%
1.05%
5.22%
6.69%
4.17%
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FJSYX vs. PAFRX - Expense Ratio Comparison
FJSYX has a 0.75% expense ratio, which is lower than PAFRX's 0.97% expense ratio.
Risk-Adjusted Performance
FJSYX vs. PAFRX — Risk-Adjusted Performance Rank
FJSYX
PAFRX
FJSYX vs. PAFRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Credit Income Fund (FJSYX) and T. Rowe Price Floating Rate Fund (PAFRX). 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.
Dividends
FJSYX vs. PAFRX - Dividend Comparison
FJSYX's dividend yield for the trailing twelve months is around 8.29%, more than PAFRX's 6.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJSYX Nuveen Credit Income Fund | 8.29% | 8.42% | 7.32% | 5.80% | 4.73% | 4.74% | 6.20% | 7.84% | 7.07% | 7.09% | 8.14% | 7.12% |
PAFRX T. Rowe Price Floating Rate Fund | 6.45% | 7.97% | 8.14% | 5.00% | 3.64% | 3.79% | 4.62% | 4.65% | 3.84% | 3.85% | 3.96% | 3.75% |
Drawdowns
FJSYX vs. PAFRX - Drawdown Comparison
The maximum FJSYX drawdown since its inception was -36.44%, which is greater than PAFRX's maximum drawdown of -19.95%. Use the drawdown chart below to compare losses from any high point for FJSYX and PAFRX. For additional features, visit the drawdowns tool.
Volatility
FJSYX vs. PAFRX - Volatility Comparison
Nuveen Credit Income Fund (FJSYX) has a higher volatility of 1.92% compared to T. Rowe Price Floating Rate Fund (PAFRX) at 1.58%. This indicates that FJSYX's price experiences larger fluctuations and is considered to be riskier than PAFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.