JMM vs GURU

Comparison between Nuveen Multi-Market Income Fund (JMM, ETF) and GLOBAL X GURU INDEX ETF (GURU, ETF).

5-Year PerformanceGURU has outperformed JMM, delivering a return of +6.9% compared to +0.7%

JMM vs GURU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMM(ETF)	GURU(ETF)
Net Assets	$62M	$62M
Expense Ratio	N/A	0.75%
Max Drawdown	49.78%	38.57%
Sharpe Ratio	-0.31	1.36
5Y Beta	0.14	1.01
P/E Ratio	N/A	45.31
Forward P/E	N/A	16.91
5Y Dividends CAGR	3.30%	-34.93%
5Y EPS CAGR	N/A	18.49%
P/S Ratio	N/A	1.36
P/B Ratio	N/A	4.40

Net Assets

JMM

$62M

GURU

$62M

Expense Ratio

JMM

N/A

GURU

0.75%

Max Drawdown

JMM

49.78%

Winner

GURU

38.57%

Sharpe Ratio

JMM

-0.31

Winner

GURU

1.36

5Y Beta

Winner

JMM

0.14

GURU

1.01

P/E Ratio

JMM

N/A

GURU

45.31

Forward P/E

JMM

N/A

GURU

16.91

5Y Dividends CAGR

Winner

JMM

3.30%

GURU

-34.93%

5Y EPS CAGR

JMM

N/A

GURU

18.49%

P/S Ratio

JMM

N/A

GURU

1.36

P/B Ratio

JMM

N/A

GURU

4.40

JMM vs GURU - Historical Returns

Returns include dividend reinvestment.

Period	JMM	GURU
1 month	+1.56%	+3.16%
3 months	+0.13%	+13.26%
6 months	-1.46%	+5.42%
1 year	-1.37%	+27.51%
5 years(CAGR)	+0.73%	+6.93%
10 years(CAGR)	+3.03%	+12.36%
Max(CAGR)	+5.65%	+12.19%

JMM

+1.56%

Winner

GURU

+3.16%

JMM

+0.13%

Winner

GURU

+13.26%

JMM

-1.46%

Winner

GURU

+5.42%

JMM

-1.37%

Winner

GURU

+27.51%

5Y(CAGR)

JMM

+0.73%

Winner

GURU

+6.93%

10Y(CAGR)

JMM

+3.03%

Winner

GURU

+12.36%

Max(CAGR)

JMM

+5.65%

Winner

GURU

+12.19%

JMM vs GURU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JMM	GURU
2026	-1.36%	+7.14%
2025	+4.90%	+25.03%
2024	+8.06%	+24.04%
2023	+6.54%	+19.18%
2022	-16.62%	-27.99%
2021	+10.98%	+9.28%
2020	+1.98%	+24.16%
2019	+13.39%	+31.08%
2018	-5.12%	-7.34%
2017	+10.38%	+23.33%
2016	+10.05%	+5.77%
2015	-3.73%	-10.89%
2014	+11.14%	+4.36%
2013	-7.11%	+42.68%
2012	+16.97%	+21.32%
2011	-0.76%	N/A
2010	+22.86%	N/A
2009	+41.47%	N/A
2008	-18.30%	N/A
2007	+4.19%	N/A
2006	+14.18%	N/A
2005	-1.18%	N/A
2004	+3.56%	N/A
2003	+8.27%	N/A
2002	+10.28%	N/A
2001	+10.71%	N/A
2000	+20.84%	N/A
1999	-5.79%	N/A

JMM vs GURU Drawdown Comparison

The maximum drawdown for JMM was -40.49%, occurring on Oct 10, 2008. Recovery took 376 trading sessions.

The maximum drawdown for GURU was -38.50%, occurring on Oct 14, 2022. Recovery took 799 trading sessions.

The current JMM drawdown is -6.39%. The current GURU drawdown is -1.11%.

Rank	JMM	GURU
#1	-40.49% Jan 31, 2008 - Jul 29, 2009	-38.50% Sep 2, 2021 - Nov 6, 2024
#2	-26.45% Feb 21, 2020 - Nov 19, 2020	-37.39% Feb 12, 2020 - Aug 24, 2020
#3	-24.18% Dec 31, 2021 - Mar 3, 2025	-30.46% Jun 23, 2015 - Jun 2, 2017
#4	-17.65% Oct 13, 2010 - Jul 25, 2012	-20.73% Feb 18, 2025 - Jul 3, 2025
#5	-16.18% May 9, 2013 - Feb 6, 2015	-20.60% Aug 29, 2018 - Apr 5, 2019
#6	-13.65% May 7, 2007 - Jan 31, 2008	-11.22% Dec 24, 2025 - Apr 14, 2026
#7	-10.41% Nov 5, 1999 - Jul 6, 2000	-11.05% Sep 18, 2014 - Nov 25, 2014
#8	-10.02% Jan 26, 2018 - May 21, 2019	-8.75% Jan 26, 2018 - Jun 6, 2018
#9	-9.92% Mar 27, 2025 - Jul 11, 2025	-8.66% Apr 30, 2019 - Jul 1, 2019
#10	-9.88% Sep 9, 2005 - Jul 27, 2006	-8.19% May 20, 2013 - Jul 11, 2013
#11	-9.81% Feb 27, 2004 - Oct 7, 2004	-8.00% Dec 31, 2013 - Jun 4, 2014
#12	-9.39% Feb 6, 2015 - Apr 4, 2016	-7.66% Nov 25, 2014 - Mar 20, 2015
#13	-8.67% Mar 2, 2005 - Jun 23, 2005	-7.46% Sep 14, 2012 - Dec 11, 2012
#14	-8.27% Feb 27, 2026 - Mar 27, 2026	-7.23% Feb 19, 2021 - Apr 15, 2021
#15	-7.77% Oct 28, 2009 - Dec 24, 2009	-7.19% Oct 12, 2020 - Nov 5, 2020

Correlation

Correlation between JMM and GURU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2000 - 2026)

JMM vs GURU dividend yield comparison.

Year	JMM	GURU
2026	2.50%	0.00%
2025	5.76%	0.11%
2024	5.48%	0.17%
2023	5.58%	0.57%
2022	6.13%	0.22%
2021	4.60%	0.09%
2020	4.49%	2.75%
2019	4.86%	0.35%
2018	5.34%	0.54%
2017	5.63%	0.54%
2016	6.19%	0.22%
2015	6.76%	0.47%
2014	5.74%	1.06%
2013	7.23%	0.12%
2012	7.11%	5.63%
2011	8.19%	0.00%
2010	8.77%	0.00%
2009	9.31%	0.00%
2008	9.42%	0.00%
2007	6.46%	0.00%
2006	6.36%	0.00%
2005	6.97%	0.00%
2004	7.75%	0.00%
2003	7.79%	0.00%
2002	7.98%	0.00%
2001	7.81%	0.00%
2000	3.56%	0.00%