JFR vs JFLX
Comparison between Nuveen Floating Rate Income Fund (JFR, ETF) and JPMorgan Flexible Debt ETF (JFLX, ETF).
JFR vs JFLX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JFR
$1.30B
JFLX
$1.30B
Expense Ratio
JFR
N/A
JFLX
0.45%
Max Drawdown
JFR
70.11%
Winner
JFLX
2.76%
Sharpe Ratio
JFR
0.05
Winner
JFLX
0.30
5Y Beta
JFR
0.37
Winner
JFLX
0.13
5Y Dividends CAGR
JFR
12.72%
JFLX
N/A
JFR vs JFLX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JFR
+1.31%
JFLX
+1.03%
3M
JFR
+0.05%
Winner
JFLX
+0.19%
6M
JFR
+1.13%
Winner
JFLX
+2.15%
1Y
JFR
+4.00%
JFLX
N/A
5Y(CAGR)
JFR
+5.46%
JFLX
N/A
10Y(CAGR)
JFR
+5.86%
JFLX
N/A
Max(CAGR)
Winner
JFR
+4.72%
JFLX
+4.46%
JFR vs JFLX - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | JFR | JFLX |
|---|---|---|
| 2026 | +0.49% | +1.30% |
| 2025 | -1.37% | +1.26% |
| 2024 | +20.56% | N/A |
| 2023 | +15.24% | N/A |
| 2022 | -14.96% | N/A |
| 2021 | +24.23% | N/A |
| 2020 | -7.58% | N/A |
| 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 JFLX Drawdown Comparison
The maximum drawdown for JFR was -62.58%, occurring on Dec 9, 2008. Recovery took 681 trading sessions.
The maximum drawdown for JFLX was -2.36%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current JFR drawdown is -3.02%. The current JFLX drawdown is -0.19%.
| Rank | JFR | JFLX |
|---|---|---|
| #1 | -62.58% Jun 22, 2007 - Mar 8, 2010 | -2.36% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -47.67% Jan 24, 2020 - Mar 9, 2021 | -0.56% Oct 28, 2025 - Nov 28, 2025 |
| #3 | -20.38% Feb 9, 2022 - Feb 6, 2024 | -0.52% Oct 1, 2025 - Oct 15, 2025 |
| #4 | -20.27% May 19, 2011 - Apr 2, 2012 | -0.38% Dec 3, 2025 - Dec 19, 2025 |
| #5 | -18.76% Mar 11, 2013 - Aug 29, 2016 | -0.24% Jan 29, 2026 - Feb 6, 2026 |
| #6 | -18.14% Oct 23, 2017 - Dec 27, 2019 | -0.21% Jan 13, 2026 - Jan 23, 2026 |
| #7 | -16.10% Apr 14, 2010 - Dec 17, 2010 | -0.19% Nov 28, 2025 - Dec 2, 2025 |
| #8 | -15.46% Mar 25, 2004 - Nov 30, 2006 | -0.16% Feb 17, 2026 - Feb 26, 2026 |
| #9 | -15.30% Dec 10, 2024 - Jul 31, 2025 | -0.07% Dec 30, 2025 - Jan 2, 2026 |
| #10 | -8.83% May 1, 2012 - Jul 20, 2012 | -0.06% Oct 20, 2025 - Oct 23, 2025 |
| #11 | -8.61% Aug 8, 2025 - Mar 27, 2026 | -0.04% Feb 10, 2026 - Feb 13, 2026 |
| #12 | -7.42% Nov 2, 2012 - Jan 9, 2013 | -0.02% Jan 5, 2026 - Jan 7, 2026 |
| #13 | -7.04% Feb 3, 2017 - May 24, 2017 | -0.02% Jan 7, 2026 - Jan 9, 2026 |
| #14 | -5.92% Jan 14, 2022 - Feb 9, 2022 | -0.02% Sep 29, 2025 - Oct 1, 2025 |
| #15 | -5.43% Jul 25, 2024 - Aug 14, 2024 | -0.02% Dec 19, 2025 - Dec 23, 2025 |
Correlation
Correlation between JFR and JFLX is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.01
-101
Dividend Comparison (2004 - 2026)
JFR vs JFLX dividend yield comparison.
| Year | JFR | JFLX |
|---|---|---|
| 2026 | 4.33% | 1.65% |
| 2025 | 13.03% | 1.27% |
| 2024 | 11.43% | 0.00% |
| 2023 | 11.51% | 0.00% |
| 2022 | 9.61% | 0.00% |
| 2021 | 6.66% | 0.00% |
| 2020 | 7.19% | 0.00% |
| 2019 | 7.19% | 0.00% |
| 2018 | 7.95% | 0.00% |
| 2017 | 7.23% | 0.00% |
| 2016 | 6.38% | 0.00% |
| 2015 | 7.03% | 0.00% |
| 2014 | 6.62% | 0.00% |
| 2013 | 7.15% | 0.00% |
| 2012 | 7.72% | 0.00% |
| 2011 | 8.16% | 0.00% |
| 2010 | 5.31% | 0.00% |
| 2009 | 5.31% | 0.00% |
| 2008 | 14.89% | 0.00% |
| 2007 | 10.40% | 0.00% |
| 2006 | 7.89% | 0.00% |
| 2005 | 7.27% | 0.00% |
| 2004 | 3.88% | 0.00% |
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