JRI vs NBOS
Comparison between Nuveen Real Asset Income and Growth Fund (JRI, ETF) and NEUBERGER BERMAN OPTION STRATEGY ETF (NBOS, ETF).
JRI vs NBOS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JRI
$489M
Winner
NBOS
$489M
Expense Ratio
JRI
N/A
NBOS
0.57%
Max Drawdown
JRI
64.29%
Winner
NBOS
13.81%
Sharpe Ratio
JRI
0.17
Winner
NBOS
1.51
5Y Beta
Winner
JRI
0.48
NBOS
0.57
5Y Dividends CAGR
JRI
8.51%
NBOS
N/A
JRI vs NBOS - Historical Returns
Returns include dividend reinvestment.
1M
JRI
-3.43%
Winner
NBOS
+2.35%
3M
JRI
-0.89%
Winner
NBOS
+3.70%
6M
JRI
+1.07%
Winner
NBOS
+7.01%
1Y
JRI
+5.60%
Winner
NBOS
+16.86%
5Y(CAGR)
JRI
+6.09%
NBOS
N/A
10Y(CAGR)
JRI
+6.20%
NBOS
N/A
Max(CAGR)
JRI
+7.33%
Winner
NBOS
+13.04%
JRI vs NBOS - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | JRI | NBOS |
|---|---|---|
| 2026 | +0.17% | +9.67% |
| 2025 | +26.71% | +12.44% |
| 2024 | +15.08% | +11.01% |
| 2023 | +8.67% | N/A |
| 2022 | -20.82% | N/A |
| 2021 | +31.59% | N/A |
| 2020 | -19.63% | N/A |
| 2019 | +44.45% | N/A |
| 2018 | -18.10% | N/A |
| 2017 | +20.61% | N/A |
| 2016 | +14.09% | N/A |
| 2015 | -12.29% | N/A |
| 2014 | +29.74% | N/A |
| 2013 | +6.25% | N/A |
| 2012 | -0.50% | N/A |
JRI vs NBOS Drawdown Comparison
The maximum drawdown for JRI was -60.68%, occurring on Mar 18, 2020. Recovery took 1127 trading sessions.
The maximum drawdown for NBOS was -12.65%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.
The current JRI drawdown is -3.43%. The current NBOS drawdown is -0.13%.
| Rank | JRI | NBOS |
|---|---|---|
| #1 | -60.68% Feb 21, 2020 - Aug 14, 2024 | -12.65% Feb 19, 2025 - Jul 17, 2025 |
| #2 | -29.62% Apr 28, 2015 - Aug 12, 2016 | -5.42% Jul 15, 2024 - Sep 17, 2024 |
| #3 | -21.93% Aug 3, 2017 - Jun 6, 2019 | -4.70% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -14.64% May 2, 2012 - Jan 7, 2013 | -3.19% Apr 1, 2024 - May 10, 2024 |
| #5 | -14.53% May 10, 2013 - Jan 21, 2014 | -3.12% Nov 12, 2025 - Nov 28, 2025 |
| #6 | -13.72% Nov 29, 2024 - Apr 29, 2025 | -2.54% Jun 1, 2026 - Jun 15, 2026 |
| #7 | -12.91% Oct 1, 2025 - Jul 2, 2026 | -2.38% Dec 11, 2024 - Dec 24, 2024 |
| #8 | -12.80% Sep 8, 2016 - Mar 1, 2017 | -2.13% Dec 26, 2024 - Jan 21, 2025 |
| #9 | -9.27% Dec 11, 2014 - Jan 9, 2015 | -1.99% Feb 2, 2026 - Feb 20, 2026 |
| #10 | -7.65% Sep 10, 2014 - Nov 5, 2014 | -1.71% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -5.37% Jun 30, 2014 - Aug 13, 2014 | -1.44% Jun 15, 2026 - Jun 30, 2026 |
| #12 | -4.29% Jan 29, 2015 - Apr 17, 2015 | -1.44% Jan 12, 2026 - Jan 26, 2026 |
| #13 | -4.28% Jul 24, 2026 - Aug 24, 2026 | -1.36% Jul 21, 2026 - Jul 31, 2026 |
| #14 | -4.14% Sep 30, 2024 - Nov 27, 2024 | -1.31% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -3.43% Nov 10, 2014 - Dec 8, 2014 | -1.07% Jul 30, 2025 - Aug 4, 2025 |
Correlation
Correlation between JRI and NBOS is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2012 - 2026)
JRI vs NBOS dividend yield comparison.
| Year | JRI | NBOS |
|---|---|---|
| 2026 | 8.56% | 4.67% |
| 2025 | 11.85% | 7.81% |
| 2024 | 11.91% | 7.32% |
| 2023 | 9.25% | 0.00% |
| 2022 | 9.97% | 0.00% |
| 2021 | 7.23% | 0.00% |
| 2020 | 9.12% | 0.00% |
| 2019 | 7.10% | 0.00% |
| 2018 | 9.40% | 0.00% |
| 2017 | 7.26% | 0.00% |
| 2016 | 8.63% | 0.00% |
| 2015 | 10.40% | 0.00% |
| 2014 | 14.90% | 0.00% |
| 2013 | 20.41% | 0.00% |
| 2012 | 6.36% | 0.00% |
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