JFR vs FJUN

Comparison between Nuveen Floating Rate Income Fund (JFR, ETF) and FT VEST U.S. EQUITY BUFFER ETF - JUNE (FJUN, ETF).

5-Year PerformanceFJUN has outperformed JFR, delivering a return of +10.3% compared to +6.5%

JFR vs FJUN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JFR(ETF)	FJUN(ETF)
Net Assets	$1.30B	$1.30B
Expense Ratio	N/A	0.85%
Max Drawdown	70.11%	13.26%
Sharpe Ratio	-0.13	0.93
5Y Beta	0.36	0.58
5Y Dividends CAGR	11.37%	N/A

Net Assets

JFR

$1.30B

FJUN

$1.30B

Expense Ratio

JFR

N/A

FJUN

0.85%

Max Drawdown

JFR

70.11%

Winner

FJUN

13.26%

Sharpe Ratio

JFR

-0.13

Winner

FJUN

0.93

5Y Beta

Winner

JFR

0.36

FJUN

0.58

5Y Dividends CAGR

JFR

11.37%

FJUN

N/A

JFR vs FJUN - Historical Returns

Returns include dividend reinvestment.

Period	JFR	FJUN
1 month	+1.41%	+0.53%
3 months	+5.74%	+1.23%
6 months	+2.06%	+3.69%
1 year	+2.68%	+9.65%
5 years(CAGR)	+6.46%	+10.28%
10 years(CAGR)	+5.93%	N/A
Max(CAGR)	+4.89%	+11.63%

Winner

JFR

+1.41%

FJUN

+0.53%

Winner

JFR

+5.74%

FJUN

+1.23%

JFR

+2.06%

Winner

FJUN

+3.69%

JFR

+2.68%

Winner

FJUN

+9.65%

5Y(CAGR)

JFR

+6.46%

Winner

FJUN

+10.28%

10Y(CAGR)

JFR

+5.93%

FJUN

N/A

Max(CAGR)

JFR

+4.89%

Winner

FJUN

+11.63%

JFR vs FJUN - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	JFR	FJUN
2026	+5.27%	+4.32%
2025	-1.37%	+11.14%
2024	+20.56%	+17.12%
2023	+15.24%	+22.67%
2022	-14.96%	-5.12%
2021	+24.23%	+12.26%
2020	-7.58%	+11.67%
2019	+18.36%	N/A
2018	-11.62%	N/A
2017	+2.78%	N/A
2016	+23.75%	N/A
2015	-0.21%	N/A
2014	-2.02%	N/A
2013	+2.56%	N/A
2012	+21.25%	N/A
2011	-0.88%	N/A
2010	+19.48%	N/A
2009	+71.84%	N/A
2008	-42.63%	N/A
2007	-8.35%	N/A
2006	+16.66%	N/A
2005	-4.10%	N/A
2004	-8.97%	N/A

JFR vs FJUN Drawdown Comparison

The maximum drawdown for JFR was -62.58%, occurring on Dec 9, 2008. Recovery took 681 trading sessions.

The maximum drawdown for FJUN was -13.26%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The current JFR drawdown is -0.78%. The current FJUN drawdown is -1.35%.

Rank	JFR	FJUN
#1	-62.58% Jun 22, 2007 - Mar 8, 2010	-13.26% Feb 19, 2025 - Jun 26, 2025
#2	-47.67% Jan 24, 2020 - Mar 9, 2021	-10.89% Mar 29, 2022 - Feb 2, 2023
#3	-20.38% Feb 9, 2022 - Feb 6, 2024	-7.03% Jul 28, 2023 - Nov 20, 2023
#4	-20.27% May 19, 2011 - Apr 2, 2012	-5.86% Jan 4, 2022 - Mar 29, 2022
#5	-18.76% Mar 11, 2013 - Aug 29, 2016	-5.71% Feb 2, 2023 - Apr 13, 2023
#6	-18.14% Oct 23, 2017 - Dec 27, 2019	-5.68% Jul 16, 2024 - Aug 21, 2024
#7	-16.10% Apr 14, 2010 - Dec 17, 2010	-4.25% Sep 2, 2020 - Oct 12, 2020
#8	-15.46% Mar 25, 2004 - Nov 30, 2006	-4.17% Oct 12, 2020 - Nov 6, 2020
#9	-15.30% Dec 10, 2024 - Jul 31, 2025	-4.13% Feb 25, 2026 - Apr 9, 2026
#10	-8.83% May 1, 2012 - Jul 20, 2012	-2.79% Aug 30, 2024 - Sep 19, 2024
#11	-8.61% Aug 8, 2025 - Jun 11, 2026	-2.76% Mar 28, 2024 - May 6, 2024
#12	-7.42% Nov 2, 2012 - Jan 9, 2013	-2.61% Jun 23, 2020 - Jul 6, 2020
#13	-7.04% Feb 3, 2017 - May 24, 2017	-2.49% May 1, 2023 - May 18, 2023
#14	-5.92% Jan 14, 2022 - Feb 9, 2022	-2.46% Sep 3, 2021 - Oct 19, 2021
#15	-5.43% Jul 25, 2024 - Aug 14, 2024	-2.37% Dec 6, 2024 - Jan 21, 2025