JRI vs PBW
Comparison between Nuveen Real Asset Income and Growth Fund (JRI, ETF) and INVESCO WILDERHILL CLEAN ENERGY ETF (PBW, ETF).
5-Year PerformanceJRI has outperformed PBW, delivering a return of +6.4% compared to -14.4%
JRI vs PBW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JRI vs PBW - Historical Returns
Returns include dividend reinvestment.
JRI vs PBW - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | JRI | PBW |
|---|---|---|
| 2026 | +2.45% | +3.36% |
| 2025 | +26.60% | +47.45% |
| 2024 | +14.99% | -28.81% |
| 2023 | +8.60% | -17.97% |
| 2022 | -20.87% | -45.69% |
| 2021 | +31.52% | -30.10% |
| 2020 | -19.68% | +199.41% |
| 2019 | +44.37% | +60.55% |
| 2018 | -18.14% | -15.63% |
| 2017 | +20.55% | +38.77% |
| 2016 | +14.02% | -18.98% |
| 2015 | -12.34% | -8.61% |
| 2014 | +29.61% | -17.37% |
| 2013 | +6.11% | +54.06% |
| 2012 | -0.54% | -19.28% |
| 2011 | N/A | -51.25% |
| 2010 | N/A | -8.46% |
| 2009 | N/A | +21.29% |
| 2008 | N/A | -68.62% |
| 2007 | N/A | +60.80% |
| 2006 | N/A | +5.06% |
| 2005 | N/A | +3.72% |
JRI vs PBW Drawdown Comparison
The maximum drawdown for JRI was -60.68%, occurring on Mar 18, 2020. Recovery took 1128 trading sessions.
The maximum drawdown for PBW was -89.01%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current JRI drawdown is -1.12%. The current PBW drawdown is -72.37%.
| Rank | JRI | PBW |
|---|---|---|
| #1 | -60.68% Feb 21, 2020 - Aug 15, 2024 | -89.01% Feb 9, 2021 - Apr 8, 2025 |
| #2 | -29.66% Apr 28, 2015 - Aug 22, 2016 | -87.01% Dec 26, 2007 - Jan 7, 2021 |
| #3 | -21.99% Aug 3, 2017 - Jun 6, 2019 | -31.07% May 8, 2006 - Oct 5, 2007 |
| #4 | -14.64% May 2, 2012 - Jan 7, 2013 | -18.89% Mar 7, 2005 - Jul 26, 2005 |
| #5 | -14.54% May 10, 2013 - Jan 21, 2014 | -17.63% Sep 12, 2005 - Jan 19, 2006 |
| #6 | -13.74% Nov 29, 2024 - Apr 29, 2025 | -14.44% Nov 8, 2007 - Dec 10, 2007 |
| #7 | -12.94% Oct 1, 2025 - Jul 6, 2026 | -8.99% Jan 22, 2021 - Feb 8, 2021 |
| #8 | -12.82% Sep 8, 2016 - Mar 1, 2017 | -8.26% Feb 27, 2006 - Mar 29, 2006 |
| #9 | -9.27% Dec 11, 2014 - Jan 12, 2015 | -6.79% Jan 12, 2021 - Jan 21, 2021 |
| #10 | -7.66% Sep 10, 2014 - Nov 5, 2014 | -5.03% Aug 3, 2005 - Aug 29, 2005 |
| #11 | -5.38% Jun 30, 2014 - Aug 13, 2014 | -4.98% Apr 24, 2006 - May 5, 2006 |
| #12 | -4.29% Jan 29, 2015 - Apr 17, 2015 | -4.64% Dec 14, 2007 - Dec 19, 2007 |
| #13 | -4.15% Sep 30, 2024 - Nov 27, 2024 | -4.20% Jan 31, 2006 - Feb 24, 2006 |
| #14 | -3.44% Nov 10, 2014 - Dec 8, 2014 | -4.02% Oct 31, 2007 - Nov 6, 2007 |
| #15 | -3.43% Jul 2, 2025 - Aug 15, 2025 | -3.92% Oct 18, 2007 - Oct 26, 2007 |
Correlation
Correlation between JRI and PBW is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2006 - 2026)
JRI vs PBW dividend yield comparison.
| Year | JRI | PBW |
|---|---|---|
| 2026 | 7.24% | 0.81% |
| 2025 | 11.77% | 0.79% |
| 2024 | 11.83% | 2.84% |
| 2023 | 9.18% | 3.68% |
| 2022 | 9.89% | 4.21% |
| 2021 | 7.18% | 1.71% |
| 2020 | 9.06% | 0.44% |
| 2019 | 7.05% | 1.45% |
| 2018 | 9.34% | 2.04% |
| 2017 | 7.21% | 1.28% |
| 2016 | 8.57% | 2.68% |
| 2015 | 10.33% | 1.53% |
| 2014 | 14.80% | 2.96% |
| 2013 | 20.27% | 2.18% |
| 2012 | 6.32% | 3.96% |
| 2011 | 0.00% | 2.33% |
| 2006 | 0.00% | 0.27% |
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