JQC vs. ADX
JQC (Nuveen Credit Strategies Income Fund) and ADX (Adams Diversified Equity Fund, Inc.) are both mutual funds - JQC is a Bank Loan fund managed by Nuveen, while ADX is a Large Cap Blend Equities fund actively managed by Adams Funds. Over the past 10 years, JQC returned 5.56%/yr vs 18.30%/yr for ADX. Their 0.41 correlation means their historical movements had little consistent relationship. JQC charges 4.34%/yr vs 0.59%/yr for ADX.
Performance
JQC vs. ADX - Performance Comparison
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Returns By Period
In the year-to-date period, JQC achieves a 1.97% return, which is significantly lower than ADX's 16.11% return. Over the past 10 years, JQC has underperformed ADX with an annualized return of 5.56%, while ADX has yielded a comparatively higher 18.30% annualized return.
JQC
- 1D
- -0.21%
- 1M
- -0.42%
- 6M
- -1.83%
- YTD
- 1.97%
- 1Y
- -2.16%
- 3Y*
- 10.59%
- 5Y*
- 4.73%
- 10Y*
- 5.56%
- ALL TIME*
- 4.93%
ADX
- 1D
- 1.27%
- 1M
- 1.69%
- 6M
- 14.25%
- YTD
- 16.11%
- 1Y
- 30.61%
- 3Y*
- 26.36%
- 5Y*
- 17.06%
- 10Y*
- 18.30%
- ALL TIME*
- 8.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $8.83M | $7.82M | $6.92M | |
| $2.37M | $2.54M | $2.74M |
JQC vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JQC Nuveen Credit Strategies Income Fund | 1.97% | -0.36% | 22.29% | 15.26% | -14.22% | 13.29% | -2.96% | 21.78% | -4.33% | -0.27% |
ADX Adams Diversified Equity Fund, Inc. | 16.11% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Correlation
The correlation between JQC and ADX is 0.20, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.20 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2003 | 0.41 |
Over the past year, the correlation between JQC and ADX has dropped to 0.20 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.
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Return for Risk
JQC vs. ADX — Risk / Return Rank
JQC
ADX
JQC vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Credit Strategies Income Fund (JQC) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| JQC | ADX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.11 | ||
| Sortino ratioReturn per unit of downside risk | -2.95 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.32 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 2.76 | -3.01 |
| Martin ratioReturn relative to average drawdown | -0.47 | 13.65 | -14.12 |
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Drawdowns
JQC vs. ADX - Drawdown Comparison
The maximum JQC drawdown since its inception was -75.18%, which is greater than ADX's maximum drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for JQC and ADX.
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Drawdown Indicators
| JQC | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.18% | -71.60% | -3.58% |
Max Drawdown (1Y)Largest decline over 1 year | -10.15% | -10.16% | +0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -15.37% | -18.29% | +2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -19.83% | -25.07% | +5.24% |
Max Drawdown (10Y)Largest decline over 10 years | -47.99% | -37.17% | -10.82% |
Current DrawdownCurrent decline from peak | -4.17% | -1.32% | -2.85% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -22.06% | +13.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.32% | 2.05% | +3.27% |
Volatility
JQC vs. ADX - Volatility Comparison
The current volatility for Nuveen Credit Strategies Income Fund (JQC) is 1.47%, while Adams Diversified Equity Fund, Inc. (ADX) has a volatility of 4.93%. This indicates that JQC experiences smaller price fluctuations and is considered to be less risky than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JQC | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.47% | 4.93% | -3.46% |
Volatility (6M)Calculated over the trailing 6-month period | 8.52% | 11.88% | -3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.13% | 14.86% | -3.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.08% | 17.49% | -4.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.49% | 18.07% | -0.58% |
JQC vs. ADX - Expense Ratio Comparison
JQC has a 4.34% expense ratio, which is higher than ADX's 0.59% expense ratio.
Dividends
JQC vs. ADX - Dividend Comparison
JQC's dividend yield for the trailing twelve months is around 13.14%, more than ADX's 7.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | 7.48% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
JQC Nuveen Credit Strategies Income Fund | 13.14% | 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
JQC and ADX have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ADX has higher volatility (4.93%) compared to JQC (1.47%). In terms of maximum drawdown, JQC dropped -75.18% vs ADX's -71.60%.
ADX currently has the higher Sharpe Ratio (1.89 vs -0.23), 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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