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 12.14%/yr vs 14.92%/yr for RLTY. At a 0.40 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 2.94% return, which is significantly lower than RLTY's 11.56% return.
NPCT
- 1D
- 0.00%
- 1M
- -1.96%
- YTD
- 2.94%
- 6M
- 2.62%
- 1Y
- 4.76%
- 3Y*
- 12.14%
- 5Y*
- -2.94%
- 10Y*
- —
RLTY
- 1D
- -0.19%
- 1M
- 3.00%
- YTD
- 11.56%
- 6M
- 12.17%
- 1Y
- 14.01%
- 3Y*
- 14.92%
- 5Y*
- —
- 10Y*
- —
NPCT vs. RLTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
NPCT Nuveen Core Plus Impact Fund | 2.94% | 9.87% | 17.23% | 7.78% | -26.16% |
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 11.56% | 8.56% | 15.40% | 14.05% | -28.45% |
Correlation
The correlation between NPCT and RLTY is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
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 | 0.40 |
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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 | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.18 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.69 | 1.18 | -0.50 |
| Martin ratioReturn relative to average drawdown | 1.66 | 3.92 | -2.27 |
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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 | -12.59% | -20.81% | +8.22% |
Max Drawdown (5Y)Largest decline over 5 years | -46.77% | — | — |
Current DrawdownCurrent decline from peak | -16.43% | -0.19% | -16.24% |
Average DrawdownAverage peak-to-trough decline | -25.17% | -13.67% | -11.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 3.43% | -0.63% |
Volatility
NPCT vs. RLTY - Volatility Comparison
The current volatility for Nuveen Core Plus Impact Fund (NPCT) is 3.63%, while Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) has a volatility of 4.10%. 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 | 3.63% | 4.10% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 7.24% | 10.11% | -2.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.82% | 13.18% | -3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.13% | 22.69% | -9.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.05% | 22.69% | -9.64% |
Dividends
NPCT vs. RLTY - Dividend Comparison
NPCT's dividend yield for the trailing twelve months is around 12.40%, more than RLTY's 8.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
NPCT Nuveen Core Plus Impact Fund | 11.33% | 13.15% | 12.20% | 10.28% | 11.93% | 3.94% |
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 8.40% | 8.98% | 8.93% | 9.18% | 6.94% | 0.00% |
Frequently Asked Questions
NPCT and RLTY have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RLTY has higher volatility (4.10%) compared to NPCT (3.63%). In terms of maximum drawdown, NPCT dropped -46.77% vs RLTY's -35.44%.
RLTY currently has the higher Sharpe Ratio (1.02 vs 0.47), 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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