NPCT vs. JCPUX
Compare and contrast key facts about Nuveen Core Plus Impact Fund (NPCT) and JPMorgan Core Plus Bond Fund Class R6 (JCPUX).
NPCT is an actively managed fund by Nuveen. It was launched on Apr 28, 2021. JCPUX is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg U.S. Aggregate Index. It was launched on Feb 23, 2005.
Performance
NPCT vs. JCPUX - Performance Comparison
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NPCT vs. JCPUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NPCT Nuveen Core Plus Impact Fund | 3.03% | 9.87% | 17.23% | 7.78% | -37.50% | -4.98% |
JCPUX JPMorgan Core Plus Bond Fund Class R6 | -0.02% | 8.07% | 2.87% | 6.46% | -12.73% | 1.46% |
Returns By Period
In the year-to-date period, NPCT achieves a 3.03% return, which is significantly higher than JCPUX's -0.02% return.
NPCT
- 1D
- 3.35%
- 1M
- -3.20%
- YTD
- 3.03%
- 6M
- -1.87%
- 1Y
- 7.63%
- 3Y*
- 12.19%
- 5Y*
- —
- 10Y*
- —
JCPUX
- 1D
- 0.42%
- 1M
- -2.16%
- YTD
- -0.02%
- 6M
- 1.23%
- 1Y
- 5.00%
- 3Y*
- 4.52%
- 5Y*
- 1.11%
- 10Y*
- 2.52%
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NPCT vs. JCPUX - Expense Ratio Comparison
NPCT has a 5.08% expense ratio, which is higher than JCPUX's 0.38% expense ratio.
Return for Risk
NPCT vs. JCPUX — Risk / Return Rank
NPCT
JCPUX
NPCT vs. JCPUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Core Plus Impact Fund (NPCT) and JPMorgan Core Plus Bond Fund Class R6 (JCPUX). 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.
| NPCT | JCPUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 1.23 | -0.59 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.75 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 2.20 | -1.18 |
Martin ratioReturn relative to average drawdown | 2.56 | 6.59 | -4.04 |
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
| NPCT | JCPUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 1.23 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.20 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.25 | 0.94 | -1.19 |
Correlation
The correlation between NPCT and JCPUX is 0.48, 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
NPCT vs. JCPUX - Dividend Comparison
NPCT's dividend yield for the trailing twelve months is around 12.55%, more than JCPUX's 5.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NPCT Nuveen Core Plus Impact Fund | 12.55% | 13.15% | 12.20% | 10.28% | 11.93% | 3.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JCPUX JPMorgan Core Plus Bond Fund Class R6 | 5.06% | 4.94% | 4.96% | 4.10% | 3.45% | 3.32% | 4.43% | 3.30% | 3.15% | 2.89% | 2.84% | 3.49% |
Drawdowns
NPCT vs. JCPUX - Drawdown Comparison
The maximum NPCT drawdown since its inception was -46.77%, which is greater than JCPUX's maximum drawdown of -16.81%. Use the drawdown chart below to compare losses from any high point for NPCT and JCPUX.
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Drawdown Indicators
| NPCT | JCPUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.77% | -16.81% | -29.96% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -2.61% | -4.69% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.81% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.81% | — |
Current DrawdownCurrent decline from peak | -16.35% | -2.16% | -14.19% |
Average DrawdownAverage peak-to-trough decline | -25.61% | -2.31% | -23.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 0.87% | +2.03% |
Volatility
NPCT vs. JCPUX - Volatility Comparison
Nuveen Core Plus Impact Fund (NPCT) has a higher volatility of 4.90% compared to JPMorgan Core Plus Bond Fund Class R6 (JCPUX) at 1.59%. This indicates that NPCT's price experiences larger fluctuations and is considered to be riskier than JCPUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NPCT | JCPUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 1.59% | +3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 6.53% | 2.46% | +4.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.93% | 4.22% | +7.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.15% | 5.66% | +7.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.15% | 4.62% | +8.53% |