JMM vs PSTR

Comparison between Nuveen Multi-Market Income Fund (JMM, ETF) and PeakShares Sector Rotation ETF (PSTR, ETF).

JMM vs PSTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMM(ETF)	PSTR(ETF)
Net Assets	$62M	$62M
Expense Ratio	N/A	1.07%
Max Drawdown	49.78%	16.26%
Sharpe Ratio	-0.31	1.49
5Y Beta	0.14	0.67
5Y Dividends CAGR	3.30%	N/A

Net Assets

JMM

$62M

Winner

PSTR

$62M

Expense Ratio

JMM

N/A

PSTR

1.07%

Max Drawdown

JMM

49.78%

Winner

PSTR

16.26%

Sharpe Ratio

JMM

-0.31

Winner

PSTR

1.49

5Y Beta

Winner

JMM

0.14

PSTR

0.67

5Y Dividends CAGR

JMM

3.30%

PSTR

N/A

JMM vs PSTR - Historical Returns

Returns include dividend reinvestment.

Period	JMM	PSTR
1 month	+1.56%	+1.34%
3 months	+0.13%	+8.58%
6 months	-1.46%	+8.61%
1 year	-1.37%	+17.52%
5 years(CAGR)	+0.73%	N/A
10 years(CAGR)	+3.03%	N/A
Max(CAGR)	+5.65%	+15.45%

Winner

JMM

+1.56%

PSTR

+1.34%

JMM

+0.13%

Winner

PSTR

+8.58%

JMM

-1.46%

Winner

PSTR

+8.61%

JMM

-1.37%

Winner

PSTR

+17.52%

5Y(CAGR)

JMM

+0.73%

PSTR

N/A

10Y(CAGR)

JMM

+3.03%

PSTR

N/A

Max(CAGR)

JMM

+5.65%

Winner

PSTR

+15.45%

JMM vs PSTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JMM	PSTR
2026	-1.36%	+7.98%
2025	+4.90%	+10.54%
2024	+8.06%	+13.42%
2023	+6.54%	N/A
2022	-16.62%	N/A
2021	+10.98%	N/A
2020	+1.98%	N/A
2019	+13.39%	N/A
2018	-5.12%	N/A
2017	+10.38%	N/A
2016	+10.05%	N/A
2015	-3.73%	N/A
2014	+11.14%	N/A
2013	-7.11%	N/A
2012	+16.97%	N/A
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 PSTR Drawdown Comparison

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

The maximum drawdown for PSTR was -14.73%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.

The current JMM drawdown is -6.39%. The current PSTR drawdown is -1.36%.

Rank	JMM	PSTR
#1	-40.49% Jan 31, 2008 - Jul 29, 2009	-14.73% Feb 19, 2025 - Jul 25, 2025
#2	-26.45% Feb 21, 2020 - Nov 19, 2020	-6.74% Jul 16, 2024 - Aug 23, 2024
#3	-24.18% Dec 31, 2021 - Mar 3, 2025	-6.69% Feb 26, 2026 - Apr 14, 2026
#4	-17.65% Oct 13, 2010 - Jul 25, 2012	-4.18% Dec 4, 2024 - Feb 13, 2025
#5	-16.18% May 9, 2013 - Feb 6, 2015	-3.31% Oct 27, 2025 - Nov 28, 2025
#6	-13.65% May 7, 2007 - Jan 31, 2008	-3.27% Aug 30, 2024 - Sep 17, 2024
#7	-10.41% Nov 5, 1999 - Jul 6, 2000	-2.67% Jun 1, 2026 - Jun 10, 2026
#8	-10.02% Jan 26, 2018 - May 21, 2019	-2.31% Nov 19, 2024 - Dec 4, 2024
#9	-9.92% Mar 27, 2025 - Jul 11, 2025	-2.28% May 21, 2024 - Jun 12, 2024
#10	-9.88% Sep 9, 2005 - Jul 27, 2006	-2.00% Feb 2, 2026 - Feb 11, 2026
#11	-9.81% Feb 27, 2004 - Oct 7, 2004	-1.89% Oct 17, 2024 - Nov 6, 2024
#12	-9.39% Feb 6, 2015 - Apr 4, 2016	-1.85% Jul 25, 2025 - Aug 13, 2025
#13	-8.67% Mar 2, 2005 - Jun 23, 2005	-1.68% Nov 13, 2024 - Nov 19, 2024
#14	-8.27% Feb 27, 2026 - Mar 27, 2026	-1.61% Oct 7, 2025 - Oct 21, 2025
#15	-7.77% Oct 28, 2009 - Dec 24, 2009	-1.33% Jan 12, 2026 - Jan 23, 2026

Correlation

Correlation between JMM and PSTR is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2000 - 2026)

JMM vs PSTR dividend yield comparison.

Year	JMM	PSTR
2026	2.50%	1.16%
2025	5.76%	4.96%
2024	5.48%	1.57%
2023	5.58%	0.00%
2022	6.13%	0.00%
2021	4.60%	0.00%
2020	4.49%	0.00%
2019	4.86%	0.00%
2018	5.34%	0.00%
2017	5.63%	0.00%
2016	6.19%	0.00%
2015	6.76%	0.00%
2014	5.74%	0.00%
2013	7.23%	0.00%
2012	7.11%	0.00%
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%