JFR vs FGD
Comparison between Nuveen Floating Rate Income Fund (JFR, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).
5-Year PerformanceFGD has outperformed JFR, delivering a return of +10.8% compared to +6.0%
JFR vs FGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JFR vs FGD - Historical Returns
Returns include dividend reinvestment.
JFR vs FGD - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | JFR | FGD |
|---|---|---|
| 2026 | +4.21% | +7.46% |
| 2025 | -1.37% | +44.34% |
| 2024 | +20.56% | +6.10% |
| 2023 | +15.24% | +8.21% |
| 2022 | -14.96% | -7.94% |
| 2021 | +24.23% | +21.01% |
| 2020 | -7.58% | -5.99% |
| 2019 | +18.36% | +20.71% |
| 2018 | -11.62% | -13.23% |
| 2017 | +2.78% | +16.88% |
| 2016 | +23.75% | +13.11% |
| 2015 | -0.21% | -10.18% |
| 2014 | -2.02% | -0.01% |
| 2013 | +2.56% | +16.37% |
| 2012 | +21.25% | +13.69% |
| 2011 | -0.88% | -3.02% |
| 2010 | +19.48% | +10.29% |
| 2009 | +71.84% | +58.23% |
| 2008 | -42.63% | -50.12% |
| 2007 | -8.35% | +2.70% |
| 2006 | +16.66% | N/A |
| 2005 | -4.10% | N/A |
| 2004 | -8.97% | N/A |
JFR vs FGD Drawdown Comparison
The maximum drawdown for JFR was -62.58%, occurring on Dec 9, 2008. Recovery took 681 trading sessions.
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The current FGD drawdown is -4.09%.
| Rank | JFR | FGD |
|---|---|---|
| #1 | -62.58% Jun 22, 2007 - Mar 8, 2010 | -68.07% Nov 29, 2007 - Apr 25, 2013 |
| #2 | -47.67% Jan 24, 2020 - Mar 9, 2021 | -44.84% Feb 12, 2020 - Jan 13, 2021 |
| #3 | -20.38% Feb 9, 2022 - Feb 6, 2024 | -28.68% Feb 9, 2022 - May 14, 2024 |
| #4 | -20.27% May 19, 2011 - Apr 2, 2012 | -28.08% Jul 3, 2014 - Jul 19, 2017 |
| #5 | -18.76% Mar 11, 2013 - Aug 29, 2016 | -20.87% Jan 26, 2018 - Feb 12, 2020 |
| #6 | -18.14% Oct 23, 2017 - Dec 27, 2019 | -11.50% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -16.10% Apr 14, 2010 - Dec 17, 2010 | -10.80% May 8, 2013 - Sep 10, 2013 |
| #8 | -15.46% Mar 25, 2004 - Nov 30, 2006 | -9.82% Feb 20, 2026 - Mar 20, 2026 |
| #9 | -15.30% Dec 10, 2024 - Jul 31, 2025 | -9.10% Jun 7, 2021 - Jan 11, 2022 |
| #10 | -8.83% May 1, 2012 - Jul 20, 2012 | -8.98% Sep 26, 2024 - Mar 7, 2025 |
| #11 | -8.61% Aug 8, 2025 - Jun 11, 2026 | -6.40% May 17, 2024 - Jul 31, 2024 |
| #12 | -7.42% Nov 2, 2012 - Jan 9, 2013 | -6.14% Jan 14, 2021 - Feb 16, 2021 |
| #13 | -7.04% Feb 3, 2017 - May 24, 2017 | -5.66% Dec 31, 2013 - Feb 18, 2014 |
| #14 | -5.92% Jan 14, 2022 - Feb 9, 2022 | -5.36% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -5.43% Jul 25, 2024 - Aug 14, 2024 | -4.95% Oct 29, 2013 - Dec 30, 2013 |
Correlation
Correlation between JFR and FGD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
JFR vs FGD dividend yield comparison.
| Year | JFR | FGD |
|---|---|---|
| 2026 | 6.30% | 0.34% |
| 2025 | 13.03% | 5.62% |
| 2024 | 11.43% | 5.87% |
| 2023 | 11.51% | 6.44% |
| 2022 | 9.61% | 5.74% |
| 2021 | 6.66% | 5.35% |
| 2020 | 7.19% | 6.17% |
| 2019 | 7.19% | 5.19% |
| 2018 | 7.95% | 5.88% |
| 2017 | 7.23% | 4.01% |
| 2016 | 6.38% | 4.36% |
| 2015 | 7.03% | 5.07% |
| 2014 | 6.62% | 5.18% |
| 2013 | 7.15% | 4.51% |
| 2012 | 7.72% | 4.93% |
| 2011 | 8.16% | 5.15% |
| 2010 | 5.31% | 4.23% |
| 2009 | 5.31% | 3.13% |
| 2008 | 14.89% | 9.79% |
| 2007 | 10.40% | 0.52% |
| 2006 | 7.89% | 0.00% |
| 2005 | 7.27% | 0.00% |
| 2004 | 3.88% | 0.00% |
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