JFR vs PTNQ
Comparison between Nuveen Floating Rate Income Fund (JFR, ETF) and PACER TRENDPILOT 100 ETF (PTNQ, ETF).
5-Year PerformancePTNQ has outperformed JFR, delivering a return of +9.0% compared to +6.3%
JFR vs PTNQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JFR vs PTNQ - Historical Returns
Returns include dividend reinvestment.
JFR vs PTNQ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | JFR | PTNQ |
|---|---|---|
| 2026 | +5.96% | +4.75% |
| 2025 | -1.37% | +7.27% |
| 2024 | +20.56% | +16.30% |
| 2023 | +15.24% | +35.50% |
| 2022 | -14.96% | -16.59% |
| 2021 | +24.23% | +14.46% |
| 2020 | -7.58% | +27.22% |
| 2019 | +18.36% | +23.91% |
| 2018 | -11.62% | +6.81% |
| 2017 | +2.78% | +31.40% |
| 2016 | +23.75% | -1.66% |
| 2015 | -0.21% | -3.30% |
| 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 PTNQ Drawdown Comparison
The maximum drawdown for JFR was -62.58%, occurring on Dec 9, 2008. Recovery took 681 trading sessions.
The maximum drawdown for PTNQ was -28.07%, occurring on Mar 16, 2020. Recovery took 98 trading sessions.
The current JFR drawdown is -0.13%. The current PTNQ drawdown is -8.54%.
| Rank | JFR | PTNQ |
|---|---|---|
| #1 | -62.58% Jun 22, 2007 - Mar 8, 2010 | -28.07% Feb 19, 2020 - Jul 9, 2020 |
| #2 | -47.67% Jan 24, 2020 - Mar 9, 2021 | -24.01% Jul 21, 2015 - Apr 24, 2017 |
| #3 | -20.38% Feb 9, 2022 - Feb 6, 2024 | -18.47% Nov 19, 2021 - May 26, 2023 |
| #4 | -20.27% May 19, 2011 - Apr 2, 2012 | -14.19% Feb 19, 2025 - Sep 18, 2025 |
| #5 | -18.76% Mar 11, 2013 - Aug 29, 2016 | -12.95% Sep 2, 2020 - Jan 8, 2021 |
| #6 | -18.14% Oct 23, 2017 - Dec 27, 2019 | -12.31% Aug 29, 2018 - Apr 23, 2019 |
| #7 | -16.10% Apr 14, 2010 - Dec 17, 2010 | -11.76% Oct 29, 2025 - May 5, 2026 |
| #8 | -15.46% Mar 25, 2004 - Nov 30, 2006 | -10.83% May 3, 2019 - Jul 3, 2019 |
| #9 | -15.30% Dec 10, 2024 - Jul 31, 2025 | -10.58% Mar 12, 2018 - Jun 4, 2018 |
| #10 | -8.83% May 1, 2012 - Jul 20, 2012 | -9.98% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -8.61% Aug 8, 2025 - Jun 11, 2026 | -8.54% Jun 2, 2026 - Jul 27, 2026 |
| #12 | -7.42% Nov 2, 2012 - Jan 9, 2013 | -7.59% Jul 26, 2019 - Oct 25, 2019 |
| #13 | -7.04% Feb 3, 2017 - May 24, 2017 | -7.55% Jul 10, 2024 - Oct 29, 2024 |
| #14 | -5.92% Jan 14, 2022 - Feb 9, 2022 | -6.01% Feb 12, 2021 - Apr 9, 2021 |
| #15 | -5.43% Jul 25, 2024 - Aug 14, 2024 | -5.07% Jul 19, 2023 - Nov 14, 2023 |
Correlation
Correlation between JFR and PTNQ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
JFR vs PTNQ dividend yield comparison.
| Year | JFR | PTNQ |
|---|---|---|
| 2026 | 7.27% | 0.00% |
| 2025 | 13.03% | 0.88% |
| 2024 | 11.43% | 1.96% |
| 2023 | 11.51% | 1.47% |
| 2022 | 9.61% | 0.62% |
| 2021 | 6.66% | 0.00% |
| 2020 | 7.19% | 0.16% |
| 2019 | 7.19% | 0.44% |
| 2018 | 7.95% | 0.45% |
| 2017 | 7.23% | 0.32% |
| 2016 | 6.38% | 0.30% |
| 2015 | 7.03% | 0.22% |
| 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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