JQC vs. ADX
Compare and contrast key facts about Nuveen Credit Strategies Income Fund (JQC) and Adams Diversified Equity Fund, Inc. (ADX).
JQC is managed by Nuveen. It was launched on Jun 26, 2003. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JQC or ADX.
Correlation
The correlation between JQC and ADX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JQC vs. ADX - Performance Comparison
Key characteristics
JQC:
0.33
ADX:
0.55
JQC:
0.54
ADX:
0.91
JQC:
1.08
ADX:
1.13
JQC:
0.32
ADX:
0.59
JQC:
1.41
ADX:
2.31
JQC:
3.48%
ADX:
4.64%
JQC:
14.92%
ADX:
19.44%
JQC:
-75.18%
ADX:
-56.83%
JQC:
-11.26%
ADX:
-13.18%
Returns By Period
The year-to-date returns for both investments are quite close, with JQC having a -8.37% return and ADX slightly higher at -7.97%. Over the past 10 years, JQC has underperformed ADX with an annualized return of 4.52%, while ADX has yielded a comparatively higher 10.04% annualized return.
JQC
-8.37%
-6.73%
-7.46%
4.12%
8.15%
4.52%
ADX
-7.97%
-4.77%
-7.07%
12.14%
13.06%
10.04%
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JQC vs. ADX - Expense Ratio Comparison
JQC has a 4.34% expense ratio, which is higher than ADX's 0.59% expense ratio.
Risk-Adjusted Performance
JQC vs. ADX — Risk-Adjusted Performance Rank
JQC
ADX
JQC vs. ADX - Risk-Adjusted Performance 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.
Dividends
JQC vs. ADX - Dividend Comparison
JQC's dividend yield for the trailing twelve months is around 12.93%, less than ADX's 16.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JQC Nuveen Credit Strategies Income Fund | 12.93% | 11.39% | 11.49% | 9.78% | 10.06% | 16.10% | 16.22% | 6.57% | 7.49% | 7.06% | 7.54% | 6.58% |
ADX Adams Diversified Equity Fund, Inc. | 16.06% | 12.38% | 7.34% | 7.36% | 1.13% | 5.96% | 9.00% | 15.85% | 9.18% | 1.57% | 1.17% | 8.63% |
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 -56.83%. Use the drawdown chart below to compare losses from any high point for JQC and ADX. For additional features, visit the drawdowns tool.
Volatility
JQC vs. ADX - Volatility Comparison
The current volatility for Nuveen Credit Strategies Income Fund (JQC) is 11.02%, while Adams Diversified Equity Fund, Inc. (ADX) has a volatility of 12.94%. 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.