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JMM vs SPY

Comparison between Nuveen Multi-Market Income Fund (JMM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JMM, delivering a return of +13.3% compared to +0.7%

JMM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JMM
$62M
Winner
SPY
$735B
Expense Ratio
JMM
N/A
SPY
0.09%
Max Drawdown
Winner
JMM
49.78%
SPY
56.47%
Sharpe Ratio
JMM
-0.41
Winner
SPY
1.62
5Y Beta
Winner
JMM
0.14
SPY
1.00
P/E Ratio
JMM
N/A
SPY
28.99
Forward P/E
JMM
N/A
SPY
22.37
5Y Dividends CAGR
JMM
3.30%
Winner
SPY
5.43%
5Y EPS CAGR
JMM
N/A
SPY
26.05%
Debt to Equity
JMM
N/A
SPY
32.40%
P/S Ratio
JMM
N/A
SPY
3.74
P/B Ratio
JMM
N/A
SPY
5.61

JMM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JMM
-0.70%
Winner
SPY
+1.90%
3M
JMM
-3.28%
Winner
SPY
+8.55%
6M
JMM
-2.95%
Winner
SPY
+8.18%
1Y
JMM
-1.98%
Winner
SPY
+25.79%
5Y(CAGR)
JMM
+0.72%
Winner
SPY
+13.32%
10Y(CAGR)
JMM
+2.91%
Winner
SPY
+15.19%
Max(CAGR)
JMM
+5.62%
Winner
SPY
+8.47%

JMM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJMMSPY
2026-2.21%+8.26%
2025+4.90%+18.00%
2024+8.06%+25.59%
2023+6.54%+26.72%
2022-16.62%-18.64%
2021+10.98%+30.52%
2020+1.98%+17.28%
2019+13.39%+31.09%
2018-5.12%-5.24%
2017+10.38%+20.78%
2016+10.05%+13.59%
2015-3.73%+1.31%
2014+11.14%+14.56%
2013-7.11%+29.00%
2012+16.97%+14.17%
2011-0.76%+0.85%
2010+22.86%+13.14%
2009+41.47%+22.67%
2008-18.30%-36.25%
2007+4.19%+5.32%
2006+14.18%+13.85%
2005-1.18%+5.32%
2004+3.56%+10.75%
2003+8.27%+24.18%
2002+10.28%-22.42%
2001+10.71%-10.13%
2000+20.84%-8.84%
1999-5.79%+8.61%

JMM vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current JMM drawdown is -7.20%. The current SPY drawdown is -2.90%.

RankJMMSPY
#1-40.49%
Jan 31, 2008 - Jul 29, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-26.45%
Feb 21, 2020 - Nov 19, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.18%
Dec 31, 2021 - Mar 3, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.65%
Oct 13, 2010 - Jul 25, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.18%
May 9, 2013 - Feb 6, 2015		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.65%
May 7, 2007 - Jan 31, 2008		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.41%
Nov 5, 1999 - Jul 6, 2000		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.02%
Jan 26, 2018 - May 21, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.92%
Mar 27, 2025 - Jul 11, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.88%
Sep 9, 2005 - Jul 27, 2006		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.81%
Feb 27, 2004 - Oct 7, 2004		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.39%
Feb 6, 2015 - Apr 4, 2016		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.67%
Mar 2, 2005 - Jun 23, 2005		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.27%
Feb 27, 2026 - Mar 27, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.77%
Oct 28, 2009 - Dec 24, 2009		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JMM and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

JMM vs SPY dividend yield comparison.

YearJMMSPY
20262.52%0.24%
20255.76%1.07%
20245.48%1.21%
20235.58%1.40%
20226.13%1.65%
20214.60%1.20%
20204.49%1.52%
20194.86%1.75%
20185.34%2.04%
20175.63%1.80%
20166.19%2.03%
20156.76%2.06%
20145.74%1.87%
20137.23%1.81%
20127.11%2.18%
20118.19%2.05%
20108.77%1.80%
20099.31%1.95%
20089.42%3.02%
20076.46%1.85%
20066.36%1.73%
20056.97%1.73%
20047.75%1.82%
20037.79%1.47%
20027.98%1.70%
20017.81%1.25%
20003.56%1.15%
19990.00%0.24%

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