JQC vs. FARCX
Compare and contrast key facts about Nuveen Credit Strategies Income Fund (JQC) and Nuveen Real Estate Securities Fund (FARCX).
JQC is managed by Nuveen. It was launched on Jun 26, 2003. FARCX is managed by Nuveen. It was launched on Jun 30, 1995.
Performance
JQC vs. FARCX - Performance Comparison
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JQC vs. FARCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JQC Nuveen Credit Strategies Income Fund | 0.13% | -0.36% | 22.29% | 15.26% | -14.22% | 13.29% | -2.96% | 21.78% | -4.33% | -0.27% |
FARCX Nuveen Real Estate Securities Fund | 2.69% | 2.56% | 6.04% | 11.55% | -24.57% | 41.57% | -6.14% | 25.63% | -5.57% | 5.67% |
Returns By Period
In the year-to-date period, JQC achieves a 0.13% return, which is significantly lower than FARCX's 2.69% return. Over the past 10 years, JQC has outperformed FARCX with an annualized return of 6.23%, while FARCX has yielded a comparatively lower 4.78% annualized return.
JQC
- 1D
- 4.06%
- 1M
- 0.64%
- YTD
- 0.13%
- 6M
- -1.52%
- 1Y
- 2.50%
- 3Y*
- 10.88%
- 5Y*
- 5.01%
- 10Y*
- 6.23%
FARCX
- 1D
- 0.27%
- 1M
- -7.18%
- YTD
- 2.69%
- 6M
- 2.07%
- 1Y
- 3.76%
- 3Y*
- 6.66%
- 5Y*
- 4.44%
- 10Y*
- 4.78%
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JQC vs. FARCX - Expense Ratio Comparison
JQC has a 4.34% expense ratio, which is higher than FARCX's 0.97% expense ratio.
Return for Risk
JQC vs. FARCX — Risk / Return Rank
JQC
FARCX
JQC vs. FARCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Credit Strategies Income Fund (JQC) and Nuveen Real Estate Securities Fund (FARCX). 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.
| JQC | FARCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.30 | -0.14 |
Sortino ratioReturn per unit of downside risk | 0.34 | 0.52 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.07 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 0.36 | -0.11 |
Martin ratioReturn relative to average drawdown | 0.53 | 1.51 | -0.98 |
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
| JQC | FARCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.30 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.24 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.24 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.40 | -0.17 |
Correlation
The correlation between JQC and FARCX is 0.34, 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
JQC vs. FARCX - Dividend Comparison
JQC's dividend yield for the trailing twelve months is around 13.21%, more than FARCX's 4.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JQC Nuveen Credit Strategies Income Fund | 13.21% | 12.91% | 11.39% | 11.42% | 9.71% | 10.03% | 16.11% | 16.14% | 6.53% | 7.42% | 6.99% | 7.51% |
FARCX Nuveen Real Estate Securities Fund | 4.91% | 5.77% | 9.34% | 3.30% | 20.25% | 15.12% | 2.89% | 11.46% | 6.19% | 13.43% | 10.99% | 8.24% |
Drawdowns
JQC vs. FARCX - Drawdown Comparison
The maximum JQC drawdown since its inception was -75.18%, which is greater than FARCX's maximum drawdown of -70.62%. Use the drawdown chart below to compare losses from any high point for JQC and FARCX.
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Drawdown Indicators
| JQC | FARCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.18% | -70.62% | -4.56% |
Max Drawdown (1Y)Largest decline over 1 year | -10.15% | -12.35% | +2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -19.83% | -31.77% | +11.94% |
Max Drawdown (10Y)Largest decline over 10 years | -47.99% | -41.05% | -6.94% |
Current DrawdownCurrent decline from peak | -5.90% | -7.58% | +1.68% |
Average DrawdownAverage peak-to-trough decline | -8.84% | -10.51% | +1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | 2.93% | +1.78% |
Volatility
JQC vs. FARCX - Volatility Comparison
Nuveen Credit Strategies Income Fund (JQC) has a higher volatility of 6.14% compared to Nuveen Real Estate Securities Fund (FARCX) at 4.11%. This indicates that JQC's price experiences larger fluctuations and is considered to be riskier than FARCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JQC | FARCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 4.11% | +2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 9.04% | +0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.55% | 16.15% | -0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.12% | 18.36% | -5.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.56% | 20.16% | -2.60% |