NPSRX vs. BAC
Compare and contrast key facts about Nuveen Preferred Securities & Income Fund (NPSRX) and Bank of America Corporation (BAC).
NPSRX is managed by Nuveen. It was launched on Dec 18, 2006.
Performance
NPSRX vs. BAC - Performance Comparison
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NPSRX vs. BAC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NPSRX Nuveen Preferred Securities & Income Fund | -1.95% | 11.19% | 9.12% | 6.19% | -9.50% | 5.43% | 5.53% | 17.68% | -5.65% | 11.27% |
BAC Bank of America Corporation | -10.86% | 28.04% | 33.85% | 4.83% | -23.82% | 49.61% | -11.63% | 46.19% | -15.00% | 35.69% |
Returns By Period
In the year-to-date period, NPSRX achieves a -1.95% return, which is significantly higher than BAC's -10.86% return. Over the past 10 years, NPSRX has underperformed BAC with an annualized return of 5.22%, while BAC has yielded a comparatively higher 16.19% annualized return.
NPSRX
- 1D
- -0.13%
- 1M
- -3.30%
- YTD
- -1.95%
- 6M
- 0.47%
- 1Y
- 6.96%
- 3Y*
- 9.61%
- 5Y*
- 3.48%
- 10Y*
- 5.22%
BAC
- 1D
- 3.22%
- 1M
- -1.61%
- YTD
- -10.86%
- 6M
- -4.48%
- 1Y
- 19.45%
- 3Y*
- 22.60%
- 5Y*
- 6.87%
- 10Y*
- 16.19%
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Return for Risk
NPSRX vs. BAC — Risk / Return Rank
NPSRX
BAC
NPSRX vs. BAC - Risk-Adjusted Trends Comparison
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.
| NPSRX | BAC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 0.73 | +1.32 |
Sortino ratioReturn per unit of downside risk | 2.78 | 1.06 | +1.72 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.16 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.16 | +0.92 |
Martin ratioReturn relative to average drawdown | 8.55 | 3.17 | +5.38 |
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
| NPSRX | BAC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 0.73 | +1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.26 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.53 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.20 | +0.29 |
Correlation
The correlation between NPSRX and BAC 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.
Dividends
NPSRX vs. BAC - Dividend Comparison
NPSRX's dividend yield for the trailing twelve months is around 5.45%, more than BAC's 2.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NPSRX Nuveen Preferred Securities & Income Fund | 5.45% | 5.72% | 5.38% | 5.87% | 6.18% | 4.97% | 5.02% | 5.39% | 6.00% | 5.51% | 5.81% | 6.20% |
BAC Bank of America Corporation | 2.26% | 1.96% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% |
Drawdowns
NPSRX vs. BAC - Drawdown Comparison
The maximum NPSRX drawdown since its inception was -62.52%, smaller than the maximum BAC drawdown of -93.10%. Use the drawdown chart below to compare losses from any high point for NPSRX and BAC.
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Drawdown Indicators
| NPSRX | BAC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.52% | -93.10% | +30.58% |
Max Drawdown (1Y)Largest decline over 1 year | -3.46% | -17.93% | +14.47% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -46.64% | +28.99% |
Max Drawdown (10Y)Largest decline over 10 years | -26.47% | -48.95% | +22.48% |
Current DrawdownCurrent decline from peak | -3.30% | -14.37% | +11.07% |
Average DrawdownAverage peak-to-trough decline | -4.85% | -28.40% | +23.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 6.57% | -5.73% |
Volatility
NPSRX vs. BAC - Volatility Comparison
The current volatility for Nuveen Preferred Securities & Income Fund (NPSRX) is 1.24%, while Bank of America Corporation (BAC) has a volatility of 6.67%. 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.
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Volatility by Period
| NPSRX | BAC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 6.67% | -5.43% |
Volatility (6M)Calculated over the trailing 6-month period | 2.17% | 16.72% | -14.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.62% | 26.82% | -23.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.96% | 26.84% | -21.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.31% | 30.80% | -24.49% |