JRS vs. DNP
Compare and contrast key facts about Nuveen Real Estate Income Fund (JRS) and DNP Select Income Fund Inc. (DNP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JRS or DNP.
Key characteristics
| JRS | DNP | |
|---|---|---|
| YTD Return | 24.75% | 21.68% |
| 1Y Return | 42.92% | 5.31% |
| 3Y Return (Ann) | 1.74% | 4.21% |
| 5Y Return (Ann) | 5.69% | 2.03% |
| 10Y Return (Ann) | 7.30% | 7.11% |
| Sharpe Ratio | 2.08 | 0.35 |
| Daily Std Dev | 21.98% | 17.34% |
| Max Drawdown | -87.88% | -48.49% |
| Current Drawdown | -8.89% | -4.96% |
Fundamentals
| JRS | DNP |
|---|
Correlation
The correlation between JRS and DNP is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JRS vs. DNP - Performance Comparison
In the year-to-date period, JRS achieves a 24.75% return, which is significantly higher than DNP's 21.68% return. Both investments have delivered pretty close results over the past 10 years, with JRS having a 7.30% annualized return and DNP not far behind at 7.11%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
JRS vs. DNP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Estate Income Fund (JRS) and DNP Select Income Fund Inc. (DNP). 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.
Dividends
JRS vs. DNP - Dividend Comparison
JRS's dividend yield for the trailing twelve months is around 7.42%, less than DNP's 8.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRS Nuveen Real Estate Income Fund | 7.42% | 8.70% | 11.06% | 5.93% | 9.00% | 7.16% | 9.99% | 8.88% | 9.10% | 9.04% | 7.83% | 9.93% |
DNP DNP Select Income Fund Inc. | 8.02% | 9.20% | 6.93% | 7.18% | 7.60% | 5.79% | 7.50% | 7.22% | 7.62% | 8.71% | 7.39% | 8.28% |
Drawdowns
JRS vs. DNP - Drawdown Comparison
The maximum JRS drawdown since its inception was -87.88%, which is greater than DNP's maximum drawdown of -48.49%. Use the drawdown chart below to compare losses from any high point for JRS and DNP. For additional features, visit the drawdowns tool.
Volatility
JRS vs. DNP - Volatility Comparison
Nuveen Real Estate Income Fund (JRS) has a higher volatility of 4.09% compared to DNP Select Income Fund Inc. (DNP) at 3.58%. This indicates that JRS's price experiences larger fluctuations and is considered to be riskier than DNP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
JRS vs. DNP - Financials Comparison
This section allows you to compare key financial metrics between Nuveen Real Estate Income Fund and DNP Select Income Fund 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