JLS vs EVF

Comparison between Nuveen Mortgage and Income Fund (JLS, ETF) and Eaton Vance Senior Income Trust (EVF, ETF).

5-Year PerformanceJLS has outperformed EVF, delivering a return of +5.4% compared to +3.2%

JLS vs EVF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JLS(ETF)	EVF(ETF)
Net Assets	$103M	$103M
Max Drawdown	51.18%	71.10%
Sharpe Ratio	-0.13	-0.99
5Y Beta	0.16	0.35
5Y Dividends CAGR	17.50%	1.42%

Net Assets

Winner

JLS

$103M

EVF

$103M

Max Drawdown

Winner

JLS

51.18%

EVF

71.10%

Sharpe Ratio

Winner

JLS

-0.13

EVF

-0.99

5Y Beta

Winner

JLS

0.16

EVF

0.35

5Y Dividends CAGR

Winner

JLS

17.50%

EVF

1.42%

JLS vs EVF - Historical Returns

Returns include dividend reinvestment.

Period	JLS	EVF
1 month	+2.22%	+0.64%
3 months	-1.76%	+1.72%
6 months	+1.04%	-2.86%
1 year	+2.76%	-3.27%
5 years(CAGR)	+5.40%	+3.18%
10 years(CAGR)	+5.57%	+5.63%
Max(CAGR)	+6.24%	+4.66%

Winner

JLS

+2.22%

EVF

+0.64%

JLS

-1.76%

Winner

EVF

+1.72%

Winner

JLS

+1.04%

EVF

-2.86%

Winner

JLS

+2.76%

EVF

-3.27%

5Y(CAGR)

Winner

JLS

+5.40%

EVF

+3.18%

10Y(CAGR)

JLS

+5.57%

Winner

EVF

+5.63%

Max(CAGR)

Winner

JLS

+6.24%

EVF

+4.66%

JLS vs EVF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JLS	EVF
2026	+2.73%	-1.04%
2025	+10.68%	-6.55%
2024	+17.77%	+6.62%
2023	+15.34%	+34.75%
2022	-17.75%	-14.85%
2021	+12.20%	+12.31%
2020	-5.36%	+6.15%
2019	+4.30%	+14.33%
2018	-0.52%	-2.25%
2017	+17.60%	+3.08%
2016	+13.96%	+23.76%
2015	+4.93%	-0.80%
2014	+6.40%	-5.16%
2013	-7.06%	-3.77%
2012	+42.96%	+23.69%
2011	-11.61%	-2.72%
2010	+10.36%	+22.43%
2009	-0.04%	+84.50%
2008	N/A	-47.93%
2007	N/A	-7.25%
2006	N/A	+15.13%
2005	N/A	-4.71%
2004	N/A	-0.47%
2003	N/A	+27.14%
2002	N/A	+5.73%
2001	N/A	+0.00%
2000	N/A	-6.12%
1999	N/A	-2.60%

JLS vs EVF Drawdown Comparison

The maximum drawdown for JLS was -35.17%, occurring on Mar 26, 2020. Recovery took 390 trading sessions.

The maximum drawdown for EVF was -62.40%, occurring on Dec 15, 2008. Recovery took 691 trading sessions.

The current JLS drawdown is -3.30%. The current EVF drawdown is -9.96%.

Rank	JLS	EVF
#1	-35.17% Jan 24, 2020 - Aug 11, 2021	-62.40% Jun 1, 2007 - Mar 1, 2010
#2	-23.51% Oct 28, 2021 - Mar 11, 2024	-40.99% Feb 18, 2020 - Nov 25, 2020
#3	-20.88% Apr 1, 2013 - Jul 6, 2016	-23.93% May 31, 2001 - Mar 27, 2003
#4	-17.47% Mar 4, 2011 - Feb 17, 2012	-23.73% Oct 22, 2021 - Nov 2, 2023
#5	-9.28% Mar 10, 2025 - Jun 24, 2025	-21.13% May 24, 2013 - Sep 29, 2016
#6	-7.28% Oct 3, 2012 - Dec 6, 2012	-19.64% Mar 9, 2011 - Aug 6, 2012
#7	-6.69% Dec 21, 2009 - Sep 8, 2010	-16.86% Feb 13, 2025 - Apr 7, 2025
#8	-5.40% May 15, 2026 - Jun 22, 2026	-16.66% Apr 6, 2004 - Jan 11, 2007
#9	-5.33% Feb 13, 2026 - Apr 8, 2026	-14.05% Oct 10, 2000 - Jan 29, 2001
#10	-5.25% Nov 27, 2018 - Feb 13, 2019	-13.92% Nov 19, 1999 - Aug 30, 2000
#11	-4.91% Dec 12, 2024 - Feb 4, 2025	-13.09% Apr 5, 2018 - Jul 10, 2019
#12	-4.01% Nov 12, 2010 - Dec 23, 2010	-11.13% Apr 13, 2010 - Jul 30, 2010
#13	-3.98% Sep 30, 2019 - Jan 24, 2020	-9.09% Feb 16, 2001 - May 29, 2001
#14	-3.95% Dec 29, 2017 - Aug 14, 2018	-8.43% Aug 14, 2003 - Feb 13, 2004
#15	-3.88% Dec 7, 2012 - Jan 4, 2013	-6.51% Jul 9, 2024 - Nov 7, 2024

Correlation

Correlation between JLS and EVF is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2000 - 2026)

JLS vs EVF dividend yield comparison.

Year	JLS	EVF
2026	6.11%	4.93%
2025	10.13%	9.58%
2024	9.91%	10.13%
2023	9.29%	10.51%
2022	6.56%	9.45%
2021	4.61%	5.37%
2020	4.94%	6.16%
2019	6.20%	6.58%
2018	9.31%	6.27%
2017	13.44%	5.57%
2016	7.11%	6.06%
2015	6.68%	7.73%
2014	6.68%	5.87%
2013	12.20%	6.69%
2012	7.60%	6.33%
2011	10.17%	6.51%
2010	7.70%	6.10%
2009	0.00%	6.07%
2008	0.00%	14.60%
2007	0.00%	8.88%
2006	0.00%	7.63%
2005	0.00%	6.62%
2004	0.00%	4.95%
2003	0.00%	5.22%
2002	0.00%	7.07%
2001	0.00%	8.66%
2000	0.00%	5.48%