Correlation
The correlation between JRI and VNQ is 0.49, 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. VNQ
Compare and contrast key facts about Nuveen Real Asset Income and Growth Fund (JRI) and Vanguard Real Estate ETF (VNQ).
JRI is managed by Nuveen. It was launched on Apr 25, 2012. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JRI or VNQ.
Performance
JRI vs. VNQ - Performance Comparison
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Key characteristics
JRI:
1.70
VNQ:
0.86
JRI:
1.90
VNQ:
1.12
JRI:
1.31
VNQ:
1.15
JRI:
1.90
VNQ:
0.56
JRI:
7.13
VNQ:
2.34
JRI:
3.83%
VNQ:
5.82%
JRI:
18.00%
VNQ:
18.20%
JRI:
-60.74%
VNQ:
-73.07%
JRI:
-1.18%
VNQ:
-12.42%
Returns By Period
In the year-to-date period, JRI achieves a 11.15% return, which is significantly higher than VNQ's 1.30% return. Over the past 10 years, JRI has underperformed VNQ with an annualized return of 4.93%, while VNQ has yielded a comparatively higher 5.25% annualized return.
JRI
11.15%
-0.11%
1.57%
30.35%
6.67%
12.51%
4.93%
VNQ
1.30%
1.48%
-7.60%
15.51%
0.25%
6.90%
5.25%
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Risk-Adjusted Performance
JRI vs. VNQ — Risk-Adjusted Performance Rank
JRI
VNQ
JRI vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Asset Income and Growth Fund (JRI) and Vanguard Real Estate ETF (VNQ). 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. VNQ - Dividend Comparison
JRI's dividend yield for the trailing twelve months is around 12.58%, more than VNQ's 4.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRI Nuveen Real Asset Income and Growth Fund | 12.58% | 11.85% | 9.19% | 9.95% | 7.22% | 9.09% | 7.05% | 9.33% | 7.21% | 8.58% | 10.37% | 14.83% |
VNQ Vanguard Real Estate ETF | 4.07% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
JRI vs. VNQ - Drawdown Comparison
The maximum JRI drawdown since its inception was -60.74%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for JRI and VNQ.
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Volatility
JRI vs. VNQ - Volatility Comparison
The current volatility for Nuveen Real Asset Income and Growth Fund (JRI) is 3.04%, while Vanguard Real Estate ETF (VNQ) has a volatility of 4.83%. This indicates that JRI experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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