NPCT vs. RLTY
NPCT (Nuveen Core Plus Impact Fund) is Intermediate Core-Plus Bond fund actively managed by Nuveen, while RLTY (Cohen & Steers Real Estate Opportunities & Income Fund) is a stock. Over the past 3 years, NPCT returned 11.48%/yr vs 14.09%/yr for RLTY. At a 0.39 correlation, their price movements are largely independent.
Performance
NPCT vs. RLTY - Performance Comparison
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Returns By Period
In the year-to-date period, NPCT achieves a 2.61% return, which is significantly lower than RLTY's 14.33% return.
NPCT
- 1D
- 0.10%
- 1M
- 0.19%
- 6M
- 1.62%
- YTD
- 2.61%
- 1Y
- -1.24%
- 3Y*
- 11.48%
- 5Y*
- -3.47%
- 10Y*
- —
- ALL TIME*
- -3.15%
RLTY
- 1D
- -0.44%
- 1M
- 4.34%
- 6M
- 10.85%
- YTD
- 14.33%
- 1Y
- 14.11%
- 3Y*
- 14.09%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.61%
NPCT vs. RLTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
NPCT Nuveen Core Plus Impact Fund | 2.61% | 9.87% | 17.23% | 7.78% | -26.16% |
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 14.33% | 8.56% | 15.40% | 14.05% | -28.45% |
Correlation
The correlation between NPCT and RLTY is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.39 |
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Return for Risk
NPCT vs. RLTY — Risk / Return Rank
NPCT
RLTY
NPCT vs. RLTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Core Plus Impact Fund (NPCT) and Cohen & Steers Real Estate Opportunities & Income Fund (RLTY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NPCT | RLTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.22 | ||
| Sortino ratioReturn per unit of downside risk | -1.74 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.20 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 1.24 | -1.43 |
| Martin ratioReturn relative to average drawdown | -0.41 | 4.14 | -4.55 |
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Drawdowns
NPCT vs. RLTY - Drawdown Comparison
The maximum NPCT drawdown since its inception was -46.77%, which is greater than RLTY's maximum drawdown of -35.44%. Use the drawdown chart below to compare losses from any high point for NPCT and RLTY.
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Drawdown Indicators
| NPCT | RLTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.77% | -35.44% | -11.33% |
Max Drawdown (1Y)Largest decline over 1 year | -6.79% | -11.40% | +4.61% |
Max Drawdown (3Y)Largest decline over 3 years | -12.42% | -20.81% | +8.39% |
Max Drawdown (5Y)Largest decline over 5 years | -46.50% | — | — |
Current DrawdownCurrent decline from peak | -16.70% | -0.44% | -16.26% |
Average DrawdownAverage peak-to-trough decline | -25.00% | -13.38% | -11.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 3.42% | -0.37% |
Volatility
NPCT vs. RLTY - Volatility Comparison
The current volatility for Nuveen Core Plus Impact Fund (NPCT) is 2.40%, while Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) has a volatility of 3.18%. This indicates that NPCT experiences smaller price fluctuations and is considered to be less risky than RLTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NPCT | RLTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 3.18% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 7.50% | 10.55% | -3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.32% | 13.05% | -3.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.09% | 22.51% | -9.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.98% | 22.51% | -9.53% |
Dividends
NPCT vs. RLTY - Dividend Comparison
NPCT's dividend yield for the trailing twelve months is around 12.30%, more than RLTY's 8.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
NPCT Nuveen Core Plus Impact Fund | 12.30% | 13.15% | 12.20% | 10.28% | 11.93% | 3.94% |
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 8.26% | 8.98% | 8.93% | 9.18% | 6.94% | 0.00% |
Frequently Asked Questions
NPCT and RLTY have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RLTY has higher volatility (3.18%) compared to NPCT (2.40%). In terms of maximum drawdown, NPCT dropped -46.77% vs RLTY's -35.44%.
RLTY currently has the higher Sharpe Ratio (1.09 vs -0.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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