JPC vs. CRF
Compare and contrast key facts about Nuveen Preferred and Income Opportunities Fund (JPC) and Cornerstone Total Return Fund, Inc. (CRF).
JPC is managed by Nuveen. It was launched on Mar 26, 2003. CRF is managed by Cornerstone. It was launched on Jan 2, 1990.
Performance
JPC vs. CRF - Performance Comparison
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JPC vs. CRF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPC Nuveen Preferred and Income Opportunities Fund | -1.70% | 14.00% | 27.58% | 0.75% | -19.18% | 9.75% | -2.09% | 35.25% | -12.70% | 13.35% |
CRF Cornerstone Total Return Fund, Inc. | -8.05% | 12.46% | 44.39% | 19.49% | -36.70% | 39.73% | 28.13% | 21.74% | -11.74% | 21.35% |
Returns By Period
In the year-to-date period, JPC achieves a -1.70% return, which is significantly higher than CRF's -8.05% return. Over the past 10 years, JPC has underperformed CRF with an annualized return of 6.41%, while CRF has yielded a comparatively higher 11.40% annualized return.
JPC
- 1D
- 3.32%
- 1M
- -4.72%
- YTD
- -1.70%
- 6M
- -0.77%
- 1Y
- 8.19%
- 3Y*
- 16.06%
- 5Y*
- 4.68%
- 10Y*
- 6.41%
CRF
- 1D
- 1.15%
- 1M
- -3.17%
- YTD
- -8.05%
- 6M
- -4.88%
- 1Y
- 19.18%
- 3Y*
- 17.85%
- 5Y*
- 5.92%
- 10Y*
- 11.40%
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JPC vs. CRF - Expense Ratio Comparison
JPC has a 0.01% expense ratio, which is lower than CRF's 1.84% expense ratio.
Return for Risk
JPC vs. CRF — Risk / Return Rank
JPC
CRF
JPC vs. CRF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Preferred and Income Opportunities Fund (JPC) and Cornerstone Total Return Fund, Inc. (CRF). 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.
| JPC | CRF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.96 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.80 | 1.47 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.21 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 1.34 | -0.65 |
Martin ratioReturn relative to average drawdown | 3.19 | 4.90 | -1.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JPC | CRF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.96 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.23 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.44 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.05 | +0.21 |
Correlation
The correlation between JPC and CRF is 0.28, 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.
Dividends
JPC vs. CRF - Dividend Comparison
JPC's dividend yield for the trailing twelve months is around 10.04%, less than CRF's 19.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPC Nuveen Preferred and Income Opportunities Fund | 10.04% | 9.79% | 8.94% | 8.00% | 8.74% | 6.52% | 6.95% | 7.00% | 9.02% | 7.50% | 8.14% | 8.65% |
CRF Cornerstone Total Return Fund, Inc. | 19.94% | 17.38% | 14.32% | 19.94% | 29.31% | 13.41% | 18.91% | 21.67% | 24.85% | 17.96% | 24.08% | 23.58% |
Drawdowns
JPC vs. CRF - Drawdown Comparison
The maximum JPC drawdown since its inception was -76.07%, smaller than the maximum CRF drawdown of -80.70%. Use the drawdown chart below to compare losses from any high point for JPC and CRF.
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Drawdown Indicators
| JPC | CRF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.07% | -80.70% | +4.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -14.88% | +3.45% |
Max Drawdown (5Y)Largest decline over 5 years | -32.26% | -43.12% | +10.86% |
Max Drawdown (10Y)Largest decline over 10 years | -52.53% | -45.90% | -6.63% |
Current DrawdownCurrent decline from peak | -4.83% | -9.74% | +4.91% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -22.39% | +12.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 4.08% | -1.60% |
Volatility
JPC vs. CRF - Volatility Comparison
Nuveen Preferred and Income Opportunities Fund (JPC) and Cornerstone Total Return Fund, Inc. (CRF) have volatilities of 8.15% and 7.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPC | CRF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.15% | 7.96% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 12.73% | -3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 20.15% | -5.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 25.82% | -11.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.67% | 25.86% | -5.19% |