JRI vs CXSE

Comparison between Nuveen Real Asset Income and Growth Fund (JRI, ETF) and WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND (CXSE, ETF).

5-Year PerformanceJRI has outperformed CXSE, delivering a return of +5.8% compared to -5.7%

JRI vs CXSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JRI(ETF)	CXSE(ETF)
Net Assets	$489M	$489M
Expense Ratio	N/A	0.32%
Max Drawdown	64.29%	71.11%
Sharpe Ratio	0.18	-0.27
5Y Beta	0.48	0.68
5Y Dividends CAGR	8.52%	17.34%

Net Assets

JRI

$489M

Winner

CXSE

$489M

Expense Ratio

JRI

N/A

CXSE

0.32%

Max Drawdown

Winner

JRI

64.29%

CXSE

71.11%

Sharpe Ratio

Winner

JRI

0.18

CXSE

-0.27

5Y Beta

Winner

JRI

0.48

CXSE

0.68

5Y Dividends CAGR

JRI

8.52%

Winner

CXSE

17.34%

JRI vs CXSE - Historical Returns

Returns include dividend reinvestment.

Period	JRI	CXSE
1 month	-2.93%	-0.07%
3 months	-1.07%	-4.69%
6 months	-0.71%	-3.58%
1 year	+5.28%	-2.15%
5 years(CAGR)	+5.85%	-5.67%
10 years(CAGR)	+6.21%	+5.73%
Max(CAGR)	+7.21%	+4.72%

JRI

-2.93%

Winner

CXSE

-0.07%

Winner

JRI

-1.07%

CXSE

-4.69%

Winner

JRI

-0.71%

CXSE

-3.58%

Winner

JRI

+5.28%

CXSE

-2.15%

5Y(CAGR)

Winner

JRI

+5.85%

CXSE

-5.67%

10Y(CAGR)

Winner

JRI

+6.21%

CXSE

+5.73%

Max(CAGR)

Winner

JRI

+7.21%

CXSE

+4.72%

JRI vs CXSE - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	JRI	CXSE
2026	-0.48%	-7.88%
2025	+26.60%	+39.36%
2024	+14.99%	+11.98%
2023	+8.60%	-20.35%
2022	-20.87%	-29.27%
2021	+31.52%	-24.40%
2020	-19.68%	+53.66%
2019	+44.37%	+38.47%
2018	-18.14%	-31.23%
2017	+20.55%	+82.07%
2016	+14.02%	-0.16%
2015	-12.34%	-3.27%
2014	+29.61%	+2.30%
2013	+6.11%	-5.39%
2012	-0.54%	+11.69%

JRI vs CXSE Drawdown Comparison

The maximum drawdown for JRI was -60.68%, occurring on Mar 18, 2020. Recovery took 1128 trading sessions.

The maximum drawdown for CXSE was -70.01%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The current JRI drawdown is -4.05%. The current CXSE drawdown is -49.03%.

Rank	JRI	CXSE
#1	-60.68% Feb 21, 2020 - Aug 15, 2024	-70.01% Feb 17, 2021 - Feb 2, 2024
#2	-29.66% Apr 28, 2015 - Aug 22, 2016	-41.23% Apr 27, 2015 - May 22, 2017
#3	-21.99% Aug 3, 2017 - Jun 6, 2019	-38.58% Jan 26, 2018 - Jun 19, 2020
#4	-14.64% May 2, 2012 - Jan 7, 2013	-22.21% Jan 10, 2013 - Jul 28, 2014
#5	-14.54% May 10, 2013 - Jan 21, 2014	-12.01% Sep 4, 2014 - Apr 6, 2015
#6	-13.74% Nov 29, 2024 - Apr 29, 2025	-9.77% Nov 21, 2017 - Jan 3, 2018
#7	-12.94% Oct 1, 2025 - Jul 6, 2026	-8.48% Sep 2, 2020 - Oct 9, 2020
#8	-12.82% Sep 8, 2016 - Mar 1, 2017	-6.93% Jan 25, 2021 - Feb 9, 2021
#9	-9.27% Dec 11, 2014 - Jan 12, 2015	-6.85% Nov 6, 2012 - Dec 10, 2012
#10	-7.66% Sep 10, 2014 - Nov 5, 2014	-5.56% Jul 9, 2020 - Aug 4, 2020
#11	-5.38% Jun 30, 2014 - Aug 13, 2014	-4.82% Nov 5, 2020 - Dec 18, 2020
#12	-4.29% Jan 29, 2015 - Apr 17, 2015	-4.42% Aug 5, 2020 - Aug 24, 2020
#13	-4.28% Jul 24, 2026 - Aug 24, 2026	-3.94% Apr 16, 2015 - Apr 23, 2015
#14	-4.15% Sep 30, 2024 - Nov 27, 2024	-3.91% Sep 20, 2017 - Oct 3, 2017
#15	-3.44% Nov 10, 2014 - Dec 8, 2014	-3.65% Aug 8, 2017 - Aug 22, 2017

Correlation

Correlation between JRI and CXSE is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49

-101

Dividend Comparison (2012 - 2026)

JRI vs CXSE dividend yield comparison.

Year	JRI	CXSE
2026	8.61%	0.29%
2025	11.77%	1.95%
2024	11.83%	1.70%
2023	9.18%	1.71%
2022	9.89%	1.55%
2021	7.18%	0.86%
2020	9.06%	0.54%
2019	7.05%	0.96%
2018	9.34%	1.49%
2017	7.21%	1.24%
2016	8.57%	1.39%
2015	10.33%	2.50%
2014	14.80%	2.29%
2013	20.27%	2.75%
2012	6.32%	0.00%