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.
Performance
JRI vs. BSTZ - Performance Comparison
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JRI vs. BSTZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JRI Nuveen Real Asset Income and Growth Fund | -6.22% | 26.76% | 16.27% | 10.08% | -20.87% | 29.19% | -19.47% | 14.94% |
BSTZ BlackRock Science and Technology Trust II | 0.13% | 25.06% | 37.49% | 18.72% | -55.34% | 12.71% | 87.46% | 4.20% |
Fundamentals
JRI:
$337.51M
BSTZ:
$1.52B
JRI:
$2.72
BSTZ:
$8.53
JRI:
4.52
BSTZ:
2.60
JRI:
3.95
BSTZ:
4.21
JRI:
0.92
BSTZ:
0.89
JRI:
$85.35M
BSTZ:
$361.49M
JRI:
$56.69M
BSTZ:
$169.67M
JRI:
$92.52M
BSTZ:
$586.67M
Returns By Period
In the year-to-date period, JRI achieves a -6.22% return, which is significantly lower than BSTZ's 0.13% return.
JRI
- 1D
- 3.19%
- 1M
- -6.51%
- YTD
- -6.22%
- 6M
- -7.79%
- 1Y
- 7.96%
- 3Y*
- 14.01%
- 5Y*
- 6.36%
- 10Y*
- 7.19%
BSTZ
- 1D
- 4.43%
- 1M
- -1.94%
- YTD
- 0.13%
- 6M
- 6.05%
- 1Y
- 41.49%
- 3Y*
- 18.36%
- 5Y*
- -0.08%
- 10Y*
- —
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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 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.
| JRI | BSTZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 1.75 | -1.29 |
Sortino ratioReturn per unit of downside risk | 0.69 | 2.40 | -1.71 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.33 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 3.36 | -2.74 |
Martin ratioReturn relative to average drawdown | 2.31 | 11.87 | -9.56 |
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
| JRI | BSTZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 1.75 | -1.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | -0.00 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.36 | -0.01 |
Correlation
The correlation between JRI and BSTZ is 0.47, 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.
Dividends
JRI vs. BSTZ - Dividend Comparison
JRI's dividend yield for the trailing twelve months is around 12.95%, more than BSTZ's 11.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRI Nuveen Real Asset Income and Growth Fund | 12.95% | 11.77% | 11.83% | 9.18% | 9.90% | 7.18% | 9.06% | 7.05% | 9.33% | 7.21% | 8.57% | 10.33% |
BSTZ BlackRock Science and Technology Trust II | 11.92% | 12.46% | 9.75% | 10.90% | 14.73% | 5.14% | 3.42% | 2.44% | 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 -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 | -13.65% | -11.57% | -2.08% |
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 | -8.30% | -17.70% | +9.40% |
Average DrawdownAverage peak-to-trough decline | -9.13% | -28.15% | +19.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 3.28% | +0.43% |
Volatility
JRI vs. BSTZ - Volatility Comparison
The current volatility for Nuveen Real Asset Income and Growth Fund (JRI) is 7.06%, while BlackRock Science and Technology Trust II (BSTZ) has a volatility of 10.14%. 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 | 7.06% | 10.14% | -3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 11.49% | 16.03% | -4.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.40% | 23.94% | -6.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 27.17% | -9.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.19% | 30.09% | -8.90% |
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