JPC vs ADX
Comparison between Nuveen Preferred & Income Opportunities Fund (JPC, ETF) and Adams Diversified Equity Fund (ADX, ETF).
5-Year PerformanceADX has outperformed JPC, delivering a return of +17.1% compared to +4.7%
JPC vs ADX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JPC vs ADX - Historical Returns
Returns include dividend reinvestment.
JPC vs ADX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JPC | ADX |
|---|---|---|
| 2026 | +1.87% | +10.07% |
| 2025 | +11.93% | +25.68% |
| 2024 | +26.27% | +30.30% |
| 2023 | +0.04% | +31.71% |
| 2022 | -20.05% | -20.45% |
| 2021 | +10.57% | +31.72% |
| 2020 | -2.15% | +16.75% |
| 2019 | +32.55% | +36.30% |
| 2018 | -11.31% | -4.03% |
| 2017 | +11.56% | +28.84% |
| 2016 | +15.56% | +8.21% |
| 2015 | +5.74% | +0.50% |
| 2014 | +16.77% | +14.96% |
| 2013 | -3.19% | +28.61% |
| 2012 | +33.68% | +15.17% |
| 2011 | +4.46% | -5.54% |
| 2010 | +21.17% | +10.00% |
| 2009 | +75.50% | +27.29% |
| 2008 | -51.43% | -37.00% |
| 2007 | -16.32% | +10.35% |
| 2006 | +27.82% | +16.29% |
| 2005 | -7.13% | +2.53% |
| 2004 | +2.12% | +13.61% |
| 2003 | +10.08% | +22.25% |
| 2002 | N/A | -20.77% |
| 2001 | N/A | -22.59% |
| 2000 | N/A | -32.31% |
| 1999 | N/A | +11.64% |
JPC vs ADX Drawdown Comparison
The maximum drawdown for JPC was -76.06%, occurring on Mar 9, 2009. Recovery took 1107 trading sessions.
The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.
The current JPC drawdown is -1.62%.
| Rank | JPC | ADX |
|---|---|---|
| #1 | -76.06% Mar 2, 2007 - Jul 22, 2011 | -71.51% Sep 5, 2000 - Dec 13, 2016 |
| #2 | -52.47% Feb 10, 2020 - May 4, 2021 | -37.17% Feb 19, 2020 - Aug 25, 2020 |
| #3 | -32.24% Nov 1, 2021 - Sep 11, 2024 | -36.67% Feb 8, 2000 - Mar 3, 2000 |
| #4 | -21.07% Apr 1, 2004 - Nov 2, 2004 | -34.19% Jan 19, 2000 - Feb 8, 2000 |
| #5 | -18.25% Jul 22, 2011 - Feb 8, 2012 | -33.68% Mar 23, 2000 - Mar 28, 2000 |
| #6 | -18.17% Oct 23, 2017 - Mar 15, 2019 | -25.07% Dec 29, 2021 - Nov 22, 2023 |
| #7 | -17.32% May 10, 2013 - Jun 23, 2014 | -18.73% Sep 27, 2018 - Apr 4, 2019 |
| #8 | -15.31% Feb 10, 2005 - Jul 27, 2006 | -18.29% Feb 18, 2025 - May 29, 2025 |
| #9 | -13.93% Sep 6, 2016 - Apr 18, 2017 | -10.16% Feb 2, 2026 - Apr 9, 2026 |
| #10 | -11.65% Mar 14, 2025 - May 12, 2025 | -10.01% Mar 31, 2000 - Jul 7, 2000 |
| #11 | -11.43% Feb 13, 2026 - Mar 30, 2026 | -9.85% Jan 26, 2018 - Jul 24, 2018 |
| #12 | -11.36% Jul 11, 2003 - Nov 14, 2003 | -9.59% Sep 2, 2020 - Nov 13, 2020 |
| #13 | -8.48% Feb 4, 2016 - Mar 17, 2016 | -9.25% Jul 16, 2024 - Nov 6, 2024 |
| #14 | -7.92% Nov 1, 2012 - Dec 7, 2012 | -7.76% Nov 17, 1999 - Dec 27, 1999 |
| #15 | -6.81% Dec 2, 2015 - Jan 5, 2016 | -5.90% Sep 3, 2021 - Oct 25, 2021 |
Correlation
Correlation between JPC and ADX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
JPC vs ADX dividend yield comparison.
| Year | JPC | ADX |
|---|---|---|
| 2026 | 3.13% | 3.86% |
| 2025 | 9.79% | 7.93% |
| 2024 | 8.94% | 12.38% |
| 2023 | 8.00% | 7.34% |
| 2022 | 8.74% | 7.36% |
| 2021 | 6.52% | 15.35% |
| 2020 | 6.95% | 6.54% |
| 2019 | 7.00% | 9.00% |
| 2018 | 9.02% | 15.85% |
| 2017 | 7.50% | 9.18% |
| 2016 | 8.14% | 7.79% |
| 2015 | 8.65% | 7.17% |
| 2014 | 7.95% | 8.48% |
| 2013 | 8.56% | 6.35% |
| 2012 | 7.82% | 6.23% |
| 2011 | 9.36% | 6.33% |
| 2010 | 8.14% | 4.56% |
| 2009 | 8.34% | 4.46% |
| 2008 | 21.74% | 7.85% |
| 2007 | 10.43% | 7.29% |
| 2006 | 7.70% | 6.49% |
| 2005 | 10.94% | 6.22% |
| 2004 | 10.05% | 6.78% |
| 2003 | 5.49% | 6.29% |
| 2002 | 0.00% | 6.91% |
| 2001 | 0.00% | 11.32% |
| 2000 | 0.00% | 8.70% |
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