JRI vs FDHY
Comparison between Nuveen Real Asset Income and Growth Fund (JRI, ETF) and FIDELITY ENHANCED HIGH YIELD ETF (FDHY, ETF).
5-Year PerformanceJRI has outperformed FDHY, delivering a return of +5.9% compared to +3.9%
JRI vs FDHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JRI vs FDHY - Historical Returns
Returns include dividend reinvestment.
JRI vs FDHY - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | JRI | FDHY |
|---|---|---|
| 2026 | -1.98% | +1.91% |
| 2025 | +26.60% | +8.93% |
| 2024 | +14.99% | +8.05% |
| 2023 | +8.60% | +10.92% |
| 2022 | -20.87% | -11.21% |
| 2021 | +31.52% | +4.46% |
| 2020 | -19.68% | +10.41% |
| 2019 | +44.37% | +17.14% |
| 2018 | -18.14% | -2.14% |
| 2017 | +20.55% | N/A |
| 2016 | +14.02% | N/A |
| 2015 | -12.34% | N/A |
| 2014 | +29.61% | N/A |
| 2013 | +6.11% | N/A |
| 2012 | -0.54% | N/A |
JRI vs FDHY Drawdown Comparison
The maximum drawdown for JRI was -60.68%, occurring on Mar 18, 2020. Recovery took 1128 trading sessions.
The maximum drawdown for FDHY was -20.01%, occurring on Mar 23, 2020. Recovery took 77 trading sessions.
The current JRI drawdown is -4.09%. The current FDHY drawdown is -0.63%.
| Rank | JRI | FDHY |
|---|---|---|
| #1 | -60.68% Feb 21, 2020 - Aug 15, 2024 | -20.01% Feb 18, 2020 - Jun 8, 2020 |
| #2 | -29.66% Apr 28, 2015 - Aug 22, 2016 | -16.39% Dec 27, 2021 - Mar 21, 2024 |
| #3 | -21.99% Aug 3, 2017 - Jun 6, 2019 | -5.26% Mar 5, 2025 - May 13, 2025 |
| #4 | -14.64% May 2, 2012 - Jan 7, 2013 | -5.22% Oct 2, 2018 - Jan 30, 2019 |
| #5 | -14.54% May 10, 2013 - Jan 21, 2014 | -3.08% Jun 8, 2020 - Jul 20, 2020 |
| #6 | -13.74% Nov 29, 2024 - Apr 29, 2025 | -2.53% Nov 9, 2021 - Dec 23, 2021 |
| #7 | -12.94% Oct 1, 2025 - Mar 23, 2026 | -2.48% Sep 2, 2020 - Oct 8, 2020 |
| #8 | -12.82% Sep 8, 2016 - Mar 1, 2017 | -2.22% Feb 12, 2021 - Apr 30, 2021 |
| #9 | -9.27% Dec 11, 2014 - Jan 12, 2015 | -2.12% Feb 13, 2026 - Apr 8, 2026 |
| #10 | -7.66% Sep 10, 2014 - Nov 5, 2014 | -2.10% Oct 22, 2020 - Nov 9, 2020 |
| #11 | -5.38% Jun 30, 2014 - Aug 13, 2014 | -1.94% Mar 28, 2024 - May 3, 2024 |
| #12 | -4.29% Jan 29, 2015 - Apr 17, 2015 | -1.85% Dec 6, 2024 - Jan 27, 2025 |
| #13 | -4.15% Sep 30, 2024 - Nov 27, 2024 | -1.52% Sep 15, 2021 - Nov 9, 2021 |
| #14 | -3.44% Nov 10, 2014 - Dec 8, 2014 | -1.37% Sep 30, 2024 - Nov 25, 2024 |
| #15 | -3.43% Jul 2, 2025 - Aug 15, 2025 | -1.37% May 15, 2024 - Jun 5, 2024 |
Correlation
Correlation between JRI and FDHY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2012 - 2026)
JRI vs FDHY dividend yield comparison.
| Year | JRI | FDHY |
|---|---|---|
| 2026 | 5.29% | 2.68% |
| 2025 | 11.77% | 6.56% |
| 2024 | 11.83% | 6.58% |
| 2023 | 9.18% | 6.26% |
| 2022 | 9.89% | 5.34% |
| 2021 | 7.18% | 6.09% |
| 2020 | 9.06% | 5.78% |
| 2019 | 7.05% | 4.94% |
| 2018 | 9.34% | 2.55% |
| 2017 | 7.21% | 0.00% |
| 2016 | 8.57% | 0.00% |
| 2015 | 10.33% | 0.00% |
| 2014 | 14.80% | 0.00% |
| 2013 | 20.27% | 0.00% |
| 2012 | 6.32% | 0.00% |
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