AGOX vs JGH

Comparison between ADAPTIVE ALPHA OPPORTUNITIES ETF (AGOX, ETF) and Nuveen Global High Income Fund (JGH, ETF).

5-Year PerformanceAGOX has outperformed JGH, delivering a return of +8.6% compared to +5.5%

AGOX vs JGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGOX(ETF)	JGH(ETF)
Net Assets	$387M	$386M
Expense Ratio	1.33%	N/A
Max Drawdown	30.21%	48.94%
Sharpe Ratio	1.17	0.70
5Y Beta	0.98	0.39
5Y Dividends CAGR	N/A	1.85%

Net Assets

Winner

AGOX

$387M

JGH

$386M

Expense Ratio

AGOX

1.33%

JGH

N/A

Max Drawdown

Winner

AGOX

30.21%

JGH

48.94%

Sharpe Ratio

Winner

AGOX

1.17

JGH

0.70

5Y Beta

AGOX

0.98

Winner

JGH

0.39

5Y Dividends CAGR

AGOX

N/A

JGH

1.85%

AGOX vs JGH - Historical Returns

Returns include dividend reinvestment.

Period	AGOX	JGH
1 month	+1.19%	+0.96%
3 months	+28.97%	+5.90%
6 months	+16.23%	+6.00%
1 year	+24.22%	+10.45%
5 years(CAGR)	+8.55%	+5.53%
10 years(CAGR)	N/A	+8.30%
Max(CAGR)	+9.57%	+6.31%

Winner

AGOX

+1.19%

JGH

+0.96%

Winner

AGOX

+28.97%

JGH

+5.90%

Winner

AGOX

+16.23%

JGH

+6.00%

Winner

AGOX

+24.22%

JGH

+10.45%

5Y(CAGR)

Winner

AGOX

+8.55%

JGH

+5.53%

10Y(CAGR)

AGOX

N/A

JGH

+8.30%

Max(CAGR)

Winner

AGOX

+9.57%

JGH

+6.31%

AGOX vs JGH - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	AGOX	JGH
2026	+18.74%	+5.33%
2025	+7.02%	+8.39%
2024	+16.55%	+14.75%
2023	+19.27%	+19.80%
2022	-19.09%	-21.09%
2021	+9.84%	+12.72%
2020	N/A	+2.12%
2019	N/A	+29.57%
2018	N/A	-12.08%
2017	N/A	+15.61%
2016	N/A	+29.46%
2015	N/A	-12.95%
2014	N/A	-6.20%

AGOX vs JGH Drawdown Comparison

The maximum drawdown for AGOX was -26.92%, occurring on Oct 14, 2022. Recovery took 578 trading sessions.

The maximum drawdown for JGH was -43.75%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.

The current AGOX drawdown is -3.31%. The current JGH drawdown is -1.86%.

Rank	AGOX	JGH
#1	-26.92% Nov 16, 2021 - Mar 7, 2024	-43.75% Feb 20, 2020 - Feb 9, 2021
#2	-21.15% Jan 23, 2025 - Jun 30, 2025	-28.65% Jan 4, 2022 - Feb 1, 2024
#3	-15.36% Oct 28, 2025 - Apr 15, 2026	-26.38% Nov 24, 2014 - Aug 11, 2016
#4	-8.86% Aug 19, 2024 - Oct 14, 2024	-16.30% Jan 11, 2018 - Apr 10, 2019
#5	-8.25% Mar 7, 2024 - May 24, 2024	-13.70% Feb 19, 2025 - Jul 1, 2025
#6	-8.15% Jul 10, 2024 - Aug 15, 2024	-8.38% Oct 7, 2025 - May 29, 2026
#7	-6.73% Dec 4, 2024 - Jan 22, 2025	-6.88% Oct 23, 2017 - Jan 8, 2018
#8	-6.18% Oct 14, 2024 - Dec 2, 2024	-6.45% Oct 26, 2016 - Dec 12, 2016
#9	-4.83% Jul 2, 2021 - Jul 29, 2021	-5.39% Apr 1, 2024 - May 3, 2024
#10	-4.61% Sep 2, 2021 - Oct 19, 2021	-5.27% Aug 29, 2016 - Oct 17, 2016
#11	-3.62% May 14, 2026 - Jun 1, 2026	-4.89% Oct 14, 2021 - Jan 4, 2022
#12	-3.44% Aug 11, 2021 - Aug 25, 2021	-4.84% Feb 13, 2017 - Apr 10, 2017
#13	-3.39% Jun 15, 2026 - Jun 23, 2026	-4.83% May 2, 2019 - Jul 10, 2019
#14	-3.08% May 28, 2024 - Jun 12, 2024	-4.46% Feb 12, 2021 - Mar 11, 2021
#15	-2.97% Jun 2, 2026 - Jun 15, 2026	-4.05% Dec 4, 2024 - Jan 24, 2025

Correlation

Correlation between AGOX and JGH is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2015 - 2026)

AGOX vs JGH dividend yield comparison.

Year	AGOX	JGH
2026	0.00%	4.91%
2025	3.23%	9.82%
2024	3.94%	9.67%
2023	0.27%	10.18%
2022	0.20%	12.05%
2021	6.36%	8.19%
2020	0.00%	7.13%
2019	0.00%	7.53%
2018	0.00%	9.88%
2017	0.00%	8.51%
2016	0.00%	9.61%
2015	0.00%	11.44%