JRI vs. STWD
Compare and contrast key facts about Nuveen Real Asset Income and Growth Fund (JRI) and Starwood Property Trust, Inc. (STWD).
JRI is managed by Nuveen. It was launched on Apr 25, 2012.
Performance
JRI vs. STWD - Performance Comparison
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JRI vs. STWD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JRI Nuveen Real Asset Income and Growth Fund | -6.22% | 26.76% | 16.27% | 10.08% | -20.87% | 29.19% | -19.47% | 45.67% | -17.12% | 21.71% |
STWD Starwood Property Trust, Inc. | -1.67% | 4.91% | -0.56% | 26.70% | -17.33% | 35.88% | -12.01% | 36.80% | 1.11% | 6.08% |
Fundamentals
JRI:
$2.72
STWD:
$1.83
JRI:
4.52
STWD:
9.40
JRI:
3.95
STWD:
2.06
JRI:
$85.35M
STWD:
$1.88B
JRI:
$56.69M
STWD:
$693.29M
JRI:
$92.52M
STWD:
$1.37B
Returns By Period
In the year-to-date period, JRI achieves a -6.22% return, which is significantly lower than STWD's -1.67% return. Over the past 10 years, JRI has underperformed STWD with an annualized return of 7.19%, while STWD has yielded a comparatively higher 8.98% annualized 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%
STWD
- 1D
- 1.95%
- 1M
- -0.56%
- YTD
- -1.67%
- 6M
- -6.15%
- 1Y
- -3.51%
- 3Y*
- 9.41%
- 5Y*
- 2.21%
- 10Y*
- 8.98%
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Return for Risk
JRI vs. STWD — Risk / Return Rank
JRI
STWD
JRI vs. STWD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Asset Income and Growth Fund (JRI) and Starwood Property Trust, Inc. (STWD). 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 | STWD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | -0.17 | +0.63 |
Sortino ratioReturn per unit of downside risk | 0.69 | -0.10 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.99 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | -0.10 | +0.73 |
Martin ratioReturn relative to average drawdown | 2.31 | -0.19 | +2.50 |
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 | STWD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | -0.17 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.09 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.30 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.36 | -0.01 |
Correlation
The correlation between JRI and STWD 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.
Dividends
JRI vs. STWD - Dividend Comparison
JRI's dividend yield for the trailing twelve months is around 12.95%, more than STWD's 11.15% 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% |
STWD Starwood Property Trust, Inc. | 11.15% | 10.66% | 10.13% | 9.13% | 10.47% | 7.90% | 9.95% | 7.72% | 9.74% | 8.99% | 8.75% | 9.34% |
Drawdowns
JRI vs. STWD - Drawdown Comparison
The maximum JRI drawdown since its inception was -60.74%, smaller than the maximum STWD drawdown of -66.34%. Use the drawdown chart below to compare losses from any high point for JRI and STWD.
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Drawdown Indicators
| JRI | STWD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.74% | -66.34% | +5.60% |
Max Drawdown (1Y)Largest decline over 1 year | -13.65% | -14.53% | +0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -29.40% | -29.65% | +0.25% |
Max Drawdown (10Y)Largest decline over 10 years | -60.74% | -66.34% | +5.60% |
Current DrawdownCurrent decline from peak | -8.30% | -11.17% | +2.87% |
Average DrawdownAverage peak-to-trough decline | -9.13% | -7.55% | -1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 7.83% | -4.12% |
Volatility
JRI vs. STWD - Volatility Comparison
Nuveen Real Asset Income and Growth Fund (JRI) has a higher volatility of 7.06% compared to Starwood Property Trust, Inc. (STWD) at 6.01%. This indicates that JRI's price experiences larger fluctuations and is considered to be riskier than STWD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JRI | STWD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 6.01% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 11.49% | 12.07% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.40% | 20.80% | -3.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 24.30% | -6.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.19% | 30.10% | -8.91% |
Financials
JRI vs. STWD - Financials Comparison
This section allows you to compare key financial metrics between Nuveen Real Asset Income and Growth Fund and Starwood Property Trust, Inc.. 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
JRI vs. STWD - Profitability Comparison
JRI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Nuveen Real Asset Income and Growth Fund reported a gross profit of 20.78M and revenue of 23.66M. Therefore, the gross margin over that period was 87.8%.
STWD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Starwood Property Trust, Inc. reported a gross profit of 0.00 and revenue of 492.95M. Therefore, the gross margin over that period was 0.0%.
JRI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Nuveen Real Asset Income and Growth Fund reported an operating income of 21.35M and revenue of 23.66M, resulting in an operating margin of 90.3%.
STWD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Starwood Property Trust, Inc. reported an operating income of 0.00 and revenue of 492.95M, resulting in an operating margin of 0.0%.
JRI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Nuveen Real Asset Income and Growth Fund reported a net income of 16.78M and revenue of 23.66M, resulting in a net margin of 70.9%.
STWD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Starwood Property Trust, Inc. reported a net income of 96.92M and revenue of 492.95M, resulting in a net margin of 19.7%.