JFR vs UTES
Comparison between Nuveen Floating Rate Income Fund (JFR, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed JFR, delivering a return of +17.2% compared to +6.0%
JFR vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JFR vs UTES - Historical Returns
Returns include dividend reinvestment.
JFR vs UTES - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | JFR | UTES |
|---|---|---|
| 2026 | +4.21% | +2.92% |
| 2025 | -1.37% | +22.66% |
| 2024 | +20.56% | +43.95% |
| 2023 | +15.24% | -1.97% |
| 2022 | -14.96% | +1.90% |
| 2021 | +24.23% | +23.82% |
| 2020 | -7.58% | +1.59% |
| 2019 | +18.36% | +27.65% |
| 2018 | -11.62% | +6.28% |
| 2017 | +2.78% | +14.80% |
| 2016 | +23.75% | +16.95% |
| 2015 | -0.21% | +5.54% |
| 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 UTES Drawdown Comparison
The maximum drawdown for JFR was -62.58%, occurring on Dec 9, 2008. Recovery took 681 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current UTES drawdown is -4.76%.
| Rank | JFR | UTES |
|---|---|---|
| #1 | -62.58% Jun 22, 2007 - Mar 8, 2010 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -47.67% Jan 24, 2020 - Mar 9, 2021 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -20.38% Feb 9, 2022 - Feb 6, 2024 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -20.27% May 19, 2011 - Apr 2, 2012 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -18.76% Mar 11, 2013 - Aug 29, 2016 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -18.14% Oct 23, 2017 - Dec 27, 2019 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -16.10% Apr 14, 2010 - Dec 17, 2010 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -15.46% Mar 25, 2004 - Nov 30, 2006 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -15.30% Dec 10, 2024 - Jul 31, 2025 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -8.83% May 1, 2012 - Jul 20, 2012 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -8.61% Aug 8, 2025 - Jun 11, 2026 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -7.42% Nov 2, 2012 - Jan 9, 2013 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -7.04% Feb 3, 2017 - May 24, 2017 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -5.92% Jan 14, 2022 - Feb 9, 2022 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -5.43% Jul 25, 2024 - Aug 14, 2024 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between JFR and UTES is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
JFR vs UTES dividend yield comparison.
| Year | JFR | UTES |
|---|---|---|
| 2026 | 6.30% | 0.69% |
| 2025 | 13.03% | 1.42% |
| 2024 | 11.43% | 1.51% |
| 2023 | 11.51% | 2.44% |
| 2022 | 9.61% | 2.13% |
| 2021 | 6.66% | 1.94% |
| 2020 | 7.19% | 2.09% |
| 2019 | 7.19% | 1.84% |
| 2018 | 7.95% | 2.09% |
| 2017 | 7.23% | 3.44% |
| 2016 | 6.38% | 3.53% |
| 2015 | 7.03% | 0.61% |
| 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks