NPSRX vs. BAC

In the year-to-date period, NPSRX achieves a 2.89% return, which is significantly higher than BAC's 1.04% return. Over the past 10 years, NPSRX has underperformed BAC with an annualized return of 4.76%, while BAC has yielded a comparatively higher 12.55% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Nuveen Preferred Securities & Income Fund (NPSRX) and Bank of America Corporation (BAC). 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.

The current NPSRX Sharpe Ratio is 2.54, which is higher than the BAC Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of NPSRX and BAC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NPSRX's dividend yield for the trailing twelve months is around 5.87%, more than BAC's 2.31% yield.

The maximum NPSRX drawdown since its inception was -59.99%, smaller than the maximum BAC drawdown of -93.45%. Use the drawdown chart below to compare losses from any high point for NPSRX and BAC.

The current volatility for Nuveen Preferred Securities & Income Fund (NPSRX) is 0.80%, while Bank of America Corporation (BAC) has a volatility of 6.55%. This indicates that NPSRX experiences smaller price fluctuations and is considered to be less risky than BAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.