Correlation
The correlation between JRI and BSTZ is 0.59, 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.
JRI vs. BSTZ
Compare and contrast key facts about Nuveen Real Asset Income and Growth Fund (JRI) and BlackRock Science and Technology Trust II (BSTZ).
JRI is managed by Nuveen. It was launched on Apr 25, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JRI or BSTZ.
Performance
JRI vs. BSTZ - Performance Comparison
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Key characteristics
JRI:
1.68
BSTZ:
0.47
JRI:
2.08
BSTZ:
0.80
JRI:
1.34
BSTZ:
1.10
JRI:
2.10
BSTZ:
0.26
JRI:
7.89
BSTZ:
1.34
JRI:
3.83%
BSTZ:
8.93%
JRI:
17.97%
BSTZ:
26.61%
JRI:
-60.74%
BSTZ:
-59.31%
JRI:
0.00%
BSTZ:
-32.91%
Fundamentals
Returns By Period
In the year-to-date period, JRI achieves a 12.54% return, which is significantly higher than BSTZ's -0.94% return.
JRI
12.54%
0.52%
1.33%
27.07%
7.56%
12.79%
5.18%
BSTZ
-0.94%
8.18%
-2.75%
12.24%
6.21%
8.21%
N/A
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Risk-Adjusted Performance
JRI vs. BSTZ — Risk-Adjusted Performance Rank
JRI
BSTZ
JRI vs. BSTZ - Risk-Adjusted Performance 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 Trust II (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.
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Dividends
JRI vs. BSTZ - Dividend Comparison
JRI's dividend yield for the trailing twelve months is around 12.38%, less than BSTZ's 13.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRI Nuveen Real Asset Income and Growth Fund | 12.38% | 11.83% | 9.18% | 9.90% | 7.18% | 9.06% | 7.05% | 9.33% | 7.21% | 8.57% | 11.21% | 14.79% |
BSTZ BlackRock Science and Technology Trust II | 13.44% | 9.75% | 10.90% | 14.73% | 7.92% | 3.42% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JRI vs. BSTZ - Drawdown Comparison
The maximum JRI drawdown since its inception was -60.74%, roughly equal to the maximum BSTZ drawdown of -59.31%. Use the drawdown chart below to compare losses from any high point for JRI and BSTZ.
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Volatility
JRI vs. BSTZ - Volatility Comparison
The current volatility for Nuveen Real Asset Income and Growth Fund (JRI) is 3.28%, while BlackRock Science and Technology Trust II (BSTZ) has a volatility of 4.85%. 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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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 Trust II. 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