JRI vs. BSTZ
JRI (Nuveen Real Asset Income and Growth Fund) and BSTZ (BlackRock Science and Technology Term Trust) are both stocks. Both are in the Financial Services sector — JRI in Asset Management, BSTZ in Capital Markets. Over the past 5 years, JRI returned 6.55%/yr vs 3.54%/yr for BSTZ. Their 0.46 correlation means their historical movements had little consistent relationship.
Performance
JRI vs. BSTZ - Performance Comparison
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Returns By Period
In the year-to-date period, JRI achieves a 2.98% return, which is significantly lower than BSTZ's 31.54% return.
JRI
- 1D
- 0.70%
- 1M
- 0.71%
- 6M
- 6.11%
- YTD
- 2.98%
- 1Y
- 12.31%
- 3Y*
- 17.14%
- 5Y*
- 6.55%
- 10Y*
- 6.73%
- ALL TIME*
- 7.52%
BSTZ
- 1D
- 1.75%
- 1M
- -2.73%
- 6M
- 31.94%
- YTD
- 31.54%
- 1Y
- 48.48%
- 3Y*
- 27.39%
- 5Y*
- 3.54%
- 10Y*
- —
- ALL TIME*
- 14.79%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.36M | $5.75M | $6.87M | |
| $1.27M | $1.47M | $1.72M |
JRI vs. BSTZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JRI Nuveen Real Asset Income and Growth Fund | 2.98% | 26.76% | 16.27% | 10.08% | -20.87% | 29.19% | -19.47% | 14.87% |
BSTZ BlackRock Science and Technology Term Trust | 31.54% | 25.06% | 37.49% | 18.72% | -55.34% | 12.71% | 87.46% | 5.04% |
Correlation
The correlation between JRI and BSTZ is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.35 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2019 | 0.46 |
Over the past year, the correlation between JRI and BSTZ has dropped to 0.24 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
Fundamentals
JRI:
$355.73M
BSTZ:
$1.95B
JRI:
$2.72
BSTZ:
$8.53
JRI:
4.77
BSTZ:
3.33
JRI:
4.17
BSTZ:
5.41
JRI:
0.97
BSTZ:
1.14
JRI:
$85.35M
BSTZ:
$361.49M
JRI:
$56.69M
BSTZ:
$169.67M
JRI:
$92.52M
BSTZ:
$586.67M
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Return for Risk
JRI vs. BSTZ — Risk / Return Rank
JRI
BSTZ
JRI vs. BSTZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Asset Income and Growth Fund (JRI) and BlackRock Science and Technology Term Trust (BSTZ). 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.
| JRI | BSTZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.30 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.94 | 3.08 | -2.14 |
| Martin ratioReturn relative to average drawdown | 3.46 | 11.02 | -7.56 |
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Drawdowns
JRI vs. BSTZ - Drawdown Comparison
The maximum JRI drawdown since its inception was -60.74%, roughly equal to the maximum BSTZ drawdown of -60.51%. Use the drawdown chart below to compare losses from any high point for JRI and BSTZ.
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Drawdown Indicators
| JRI | BSTZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.74% | -60.51% | -0.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -15.70% | +2.78% |
Max Drawdown (3Y)Largest decline over 3 years | -13.73% | -25.31% | +11.58% |
Max Drawdown (5Y)Largest decline over 5 years | -29.40% | -60.51% | +31.11% |
Max Drawdown (10Y)Largest decline over 10 years | -60.74% | — | — |
Current DrawdownCurrent decline from peak | -0.77% | -9.76% | +8.99% |
Average DrawdownAverage peak-to-trough decline | -8.96% | -27.10% | +18.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 4.37% | -0.88% |
Volatility
JRI vs. BSTZ - Volatility Comparison
The current volatility for Nuveen Real Asset Income and Growth Fund (JRI) is 3.04%, while BlackRock Science and Technology Term Trust (BSTZ) has a volatility of 11.22%. This indicates that JRI experiences smaller price fluctuations and is considered to be less risky than BSTZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JRI | BSTZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 11.22% | -8.18% |
Volatility (6M)Calculated over the trailing 6-month period | 12.20% | 24.68% | -12.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.96% | 27.75% | -12.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.34% | 28.28% | -10.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.27% | 30.47% | -9.20% |
Dividends
JRI vs. BSTZ - Dividend Comparison
JRI's dividend yield for the trailing twelve months is around 12.32%, more than BSTZ's 8.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Term Trust | 8.49% | 12.46% | 9.75% | 10.90% | 14.73% | 5.14% | 3.42% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% |
JRI Nuveen Real Asset Income and Growth Fund | 12.32% | 11.77% | 11.83% | 9.18% | 9.90% | 7.18% | 9.06% | 7.05% | 9.33% | 7.21% | 8.57% | 10.33% |
Financials
JRI vs. BSTZ - Financials Comparison
This section allows you to compare key financial metrics between Nuveen Real Asset Income and Growth Fund and BlackRock Science and Technology Term Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
JRI and BSTZ have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSTZ has higher volatility (11.22%) compared to JRI (3.04%). In terms of maximum drawdown, JRI dropped -60.74% vs BSTZ's -60.51%.
BSTZ currently has the higher Sharpe Ratio (1.74 vs 0.81), 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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