JPC vs. PSF
Compare and contrast key facts about Nuveen Preferred and Income Opportunities Fund (JPC) and Cohen & Steers Select Preferred and Income Fund (PSF).
JPC is managed by Nuveen. It was launched on Mar 26, 2003. PSF is managed by Cohen & Steers.
Performance
JPC vs. PSF - Performance Comparison
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JPC vs. PSF - 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% |
PSF Cohen & Steers Select Preferred and Income Fund | -0.57% | 10.63% | 12.84% | 9.88% | -24.55% | 3.89% | -3.78% | 42.60% | -9.01% | 16.79% |
Returns By Period
In the year-to-date period, JPC achieves a -1.70% return, which is significantly lower than PSF's -0.57% return. Over the past 10 years, JPC has outperformed PSF with an annualized return of 6.41%, while PSF has yielded a comparatively lower 5.66% 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%
PSF
- 1D
- 2.06%
- 1M
- -2.32%
- YTD
- -0.57%
- 6M
- -1.97%
- 1Y
- 6.95%
- 3Y*
- 11.41%
- 5Y*
- 1.18%
- 10Y*
- 5.66%
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JPC vs. PSF - Expense Ratio Comparison
JPC has a 0.01% expense ratio, which is lower than PSF's 4.28% expense ratio.
Return for Risk
JPC vs. PSF — Risk / Return Rank
JPC
PSF
JPC vs. PSF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Preferred and Income Opportunities Fund (JPC) and Cohen & Steers Select Preferred and Income Fund (PSF). 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 | PSF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.61 | -0.07 |
Sortino ratioReturn per unit of downside risk | 0.80 | 0.84 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 0.72 | -0.02 |
Martin ratioReturn relative to average drawdown | 3.19 | 2.80 | +0.39 |
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 | PSF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.61 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.08 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.27 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.38 | -0.12 |
Correlation
The correlation between JPC and PSF is 0.40, 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. PSF - Dividend Comparison
JPC's dividend yield for the trailing twelve months is around 10.04%, more than PSF's 7.64% 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% |
PSF Cohen & Steers Select Preferred and Income Fund | 7.64% | 7.46% | 7.65% | 8.29% | 8.65% | 9.08% | 7.02% | 6.55% | 8.68% | 7.70% | 9.35% | 8.81% |
Drawdowns
JPC vs. PSF - Drawdown Comparison
The maximum JPC drawdown since its inception was -76.07%, which is greater than PSF's maximum drawdown of -55.01%. Use the drawdown chart below to compare losses from any high point for JPC and PSF.
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Drawdown Indicators
| JPC | PSF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.07% | -55.01% | -21.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -9.42% | -2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -32.26% | -40.80% | +8.54% |
Max Drawdown (10Y)Largest decline over 10 years | -52.53% | -55.01% | +2.48% |
Current DrawdownCurrent decline from peak | -4.83% | -9.62% | +4.79% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -10.00% | 0.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 2.41% | +0.07% |
Volatility
JPC vs. PSF - Volatility Comparison
Nuveen Preferred and Income Opportunities Fund (JPC) has a higher volatility of 8.15% compared to Cohen & Steers Select Preferred and Income Fund (PSF) at 5.14%. This indicates that JPC's price experiences larger fluctuations and is considered to be riskier than PSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPC | PSF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.15% | 5.14% | +3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 6.54% | +2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 11.37% | +3.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 14.60% | -0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.67% | 21.11% | -0.44% |