JRS vs FTF

Comparison between Nuveen Real Estate Income Fund. (JRS, ETF) and Franklin Ltd Duration Income Trust (FTF, ETF).

5-Year PerformanceJRS has outperformed FTF, delivering a return of +2.6% compared to +2.1%

JRS vs FTF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JRS(ETF)	FTF(ETF)
Net Assets	$260M	$260M
Max Drawdown	90.70%	63.23%
Sharpe Ratio	0.70	-0.24
5Y Beta	0.64	0.30
5Y Dividends CAGR	2.26%	-4.40%

Net Assets

Winner

JRS

$260M

FTF

$260M

Max Drawdown

JRS

90.70%

Winner

FTF

63.23%

Sharpe Ratio

Winner

JRS

0.70

FTF

-0.24

5Y Beta

JRS

0.64

Winner

FTF

0.30

5Y Dividends CAGR

Winner

JRS

2.26%

FTF

-4.40%

JRS vs FTF - Historical Returns

Returns include dividend reinvestment.

Period	JRS	FTF
1 month	+1.42%	-0.91%
3 months	+3.76%	-1.25%
6 months	+11.13%	+0.75%
1 year	+14.01%	+1.01%
5 years(CAGR)	+2.56%	+2.13%
10 years(CAGR)	+5.59%	+3.75%
Max(CAGR)	+7.02%	+4.92%

Winner

JRS

+1.42%

FTF

-0.91%

Winner

JRS

+3.76%

FTF

-1.25%

Winner

JRS

+11.13%

FTF

+0.75%

Winner

JRS

+14.01%

FTF

+1.01%

5Y(CAGR)

Winner

JRS

+2.56%

FTF

+2.13%

10Y(CAGR)

Winner

JRS

+5.59%

FTF

+3.75%

Max(CAGR)

Winner

JRS

+7.02%

FTF

+4.92%

JRS vs FTF - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	JRS	FTF
2026	+10.71%	-1.24%
2025	-1.77%	+4.80%
2024	+19.56%	+17.84%
2023	+11.22%	+12.41%
2022	-35.38%	-22.54%
2021	+66.40%	+8.60%
2020	-12.66%	+9.26%
2019	+36.83%	+17.39%
2018	-17.88%	-14.85%
2017	+11.96%	+9.32%
2016	+10.78%	+20.34%
2015	-1.20%	-5.63%
2014	+30.79%	+0.29%
2013	-3.80%	-6.21%
2012	+7.61%	+17.68%
2011	+9.22%	+8.07%
2010	+39.39%	+18.35%
2009	+79.15%	+52.93%
2008	-61.78%	-20.82%
2007	-37.28%	-7.48%
2006	+53.15%	+17.38%
2005	+5.64%	-8.66%
2004	+21.41%	+8.08%
2003	+33.64%	-1.02%
2002	+10.59%	N/A
2001	-0.40%	N/A

JRS vs FTF Drawdown Comparison

The maximum drawdown for JRS was -87.70%, occurring on Mar 9, 2009. Recovery took 2329 trading sessions.

The maximum drawdown for FTF was -51.16%, occurring on Nov 21, 2008. Recovery took 587 trading sessions.

The current JRS drawdown is -7.07%. The current FTF drawdown is -3.23%.

Rank	JRS	FTF
#1	-87.70% Feb 7, 2007 - May 9, 2016	-51.16% May 31, 2007 - Sep 28, 2009
#2	-54.50% Feb 14, 2020 - Apr 8, 2021	-36.64% Aug 28, 2018 - Dec 18, 2020
#3	-45.52% Dec 31, 2021 - Oct 27, 2023	-28.55% Dec 28, 2021 - Sep 16, 2024
#4	-22.19% Apr 1, 2004 - Sep 2, 2004	-20.46% Feb 19, 2013 - Oct 21, 2016
#5	-21.97% Dec 29, 2017 - Feb 22, 2019	-17.04% Jul 8, 2011 - Mar 27, 2012
#6	-18.26% Sep 8, 2016 - Jun 13, 2017	-15.13% Mar 7, 2005 - Sep 15, 2006
#7	-13.95% Dec 14, 2004 - May 10, 2005	-14.73% Apr 29, 2010 - Sep 29, 2010
#8	-13.80% Sep 17, 2002 - Feb 21, 2003	-11.70% Mar 17, 2004 - Sep 3, 2004
#9	-13.60% Oct 16, 2006 - Dec 4, 2006	-11.58% Feb 19, 2025 - Jul 1, 2025
#10	-11.72% Jun 20, 2002 - Sep 6, 2002	-10.83% Oct 1, 2012 - Jan 2, 2013
#11	-10.32% Aug 3, 2005 - Jan 5, 2006	-8.82% May 24, 2012 - Jun 27, 2012
#12	-9.04% Sep 8, 2021 - Oct 25, 2021	-7.52% Oct 26, 2010 - Feb 11, 2011
#13	-8.15% Feb 10, 2004 - Mar 5, 2004	-6.54% Feb 10, 2026 - Mar 27, 2026
#14	-8.01% Nov 4, 2004 - Dec 1, 2004	-6.32% Sep 29, 2009 - Dec 14, 2009
#15	-7.93% Jul 14, 2003 - Sep 18, 2003	-6.09% Jan 26, 2018 - Aug 22, 2018

Correlation

Correlation between JRS and FTF is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2002 - 2026)

JRS vs FTF dividend yield comparison.

Year	JRS	FTF
2026	2.06%	5.32%
2025	8.88%	12.00%
2024	7.88%	11.13%
2023	8.70%	11.41%
2022	11.06%	12.62%
2021	5.93%	10.26%
2020	9.00%	9.50%
2019	7.16%	10.73%
2018	9.99%	12.37%
2017	8.88%	10.86%
2016	9.10%	6.56%
2015	9.04%	6.94%
2014	7.83%	7.05%
2013	9.93%	6.90%
2012	8.78%	6.35%
2011	8.72%	7.73%
2010	8.70%	7.84%
2009	11.51%	7.95%
2008	35.31%	11.27%
2007	16.75%	8.71%
2006	6.90%	7.83%
2005	8.30%	9.04%
2004	7.04%	8.11%
2003	7.37%	2.03%
2002	9.23%	0.00%