JRS vs FXD
Comparison between Nuveen Real Estate Income Fund. (JRS, ETF) and FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND (FXD, ETF).
5-Year PerformanceFXD has outperformed JRS, delivering a return of +3.7% compared to +2.5%
JRS vs FXD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JRS vs FXD - Historical Returns
Returns include dividend reinvestment.
JRS vs FXD - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | JRS | FXD |
|---|---|---|
| 2026 | +14.47% | +1.05% |
| 2025 | -1.77% | +7.10% |
| 2024 | +19.56% | +11.64% |
| 2023 | +11.22% | +23.44% |
| 2022 | -35.38% | -21.71% |
| 2021 | +66.40% | +24.97% |
| 2020 | -12.66% | +12.64% |
| 2019 | +36.83% | +23.21% |
| 2018 | -17.88% | -12.65% |
| 2017 | +11.96% | +19.03% |
| 2016 | +10.78% | +6.77% |
| 2015 | -1.20% | -3.09% |
| 2014 | +30.79% | +12.15% |
| 2013 | -3.80% | +40.52% |
| 2012 | +7.61% | +15.09% |
| 2011 | +9.22% | -0.13% |
| 2010 | +39.39% | +30.59% |
| 2009 | +79.15% | +51.69% |
| 2008 | -61.78% | -41.59% |
| 2007 | -37.28% | -15.15% |
| 2006 | +53.15% | N/A |
| 2005 | +5.64% | N/A |
| 2004 | +21.41% | N/A |
| 2003 | +33.64% | N/A |
| 2002 | +10.59% | N/A |
| 2001 | -0.40% | N/A |
JRS vs FXD Drawdown Comparison
The maximum drawdown for JRS was -87.70%, occurring on Mar 9, 2009. Recovery took 2329 trading sessions.
The maximum drawdown for FXD was -65.27%, occurring on Mar 9, 2009. Recovery took 903 trading sessions.
The current JRS drawdown is -3.91%. The current FXD drawdown is -3.44%.
| Rank | JRS | FXD |
|---|---|---|
| #1 | -87.70% Feb 7, 2007 - May 9, 2016 | -65.27% Jul 9, 2007 - Feb 4, 2011 |
| #2 | -54.50% Feb 14, 2020 - Apr 8, 2021 | -49.54% Feb 19, 2020 - Nov 13, 2020 |
| #3 | -45.52% Dec 31, 2021 - Oct 27, 2023 | -33.74% Nov 16, 2021 - Mar 27, 2024 |
| #4 | -22.19% Apr 1, 2004 - Sep 2, 2004 | -26.02% Dec 4, 2024 - Aug 22, 2025 |
| #5 | -21.97% Dec 29, 2017 - Feb 22, 2019 | -24.03% Jul 7, 2011 - Mar 13, 2012 |
| #6 | -18.26% Sep 8, 2016 - Jun 13, 2017 | -22.16% Jan 24, 2018 - Nov 18, 2019 |
| #7 | -13.95% Dec 14, 2004 - May 10, 2005 | -20.18% Mar 20, 2015 - Dec 7, 2016 |
| #8 | -13.80% Sep 17, 2002 - Feb 21, 2003 | -14.19% Mar 26, 2012 - Jan 2, 2013 |
| #9 | -13.60% Oct 16, 2006 - Dec 4, 2006 | -13.94% Jan 13, 2026 - Mar 30, 2026 |
| #10 | -11.72% Jun 20, 2002 - Sep 6, 2002 | -12.24% Mar 28, 2024 - Oct 18, 2024 |
| #11 | -10.32% Aug 3, 2005 - Jan 5, 2006 | -11.01% Sep 8, 2025 - Jan 6, 2026 |
| #12 | -9.04% Sep 8, 2021 - Oct 25, 2021 | -10.15% Sep 5, 2014 - Nov 12, 2014 |
| #13 | -8.15% Feb 10, 2004 - Mar 5, 2004 | -8.68% Dec 31, 2013 - Feb 25, 2014 |
| #14 | -8.01% Nov 4, 2004 - Dec 1, 2004 | -8.66% May 12, 2011 - Jul 1, 2011 |
| #15 | -7.93% Jul 14, 2003 - Sep 18, 2003 | -7.79% Mar 7, 2014 - Jun 27, 2014 |
Correlation
Correlation between JRS and FXD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2002 - 2026)
JRS vs FXD dividend yield comparison.
| Year | JRS | FXD |
|---|---|---|
| 2026 | 2.00% | 0.16% |
| 2025 | 8.88% | 0.80% |
| 2024 | 7.88% | 0.89% |
| 2023 | 8.70% | 0.70% |
| 2022 | 11.06% | 1.00% |
| 2021 | 5.93% | 0.62% |
| 2020 | 9.00% | 0.42% |
| 2019 | 7.16% | 0.92% |
| 2018 | 9.99% | 1.08% |
| 2017 | 8.88% | 0.93% |
| 2016 | 9.10% | 1.05% |
| 2015 | 9.04% | 0.90% |
| 2014 | 7.83% | 0.52% |
| 2013 | 9.93% | 0.35% |
| 2012 | 8.78% | 1.44% |
| 2011 | 8.72% | 0.63% |
| 2010 | 8.70% | 0.44% |
| 2009 | 11.51% | 0.46% |
| 2008 | 35.31% | 0.89% |
| 2007 | 16.75% | 0.32% |
| 2006 | 6.90% | 0.00% |
| 2005 | 8.30% | 0.00% |
| 2004 | 7.04% | 0.00% |
| 2003 | 7.37% | 0.00% |
| 2002 | 9.23% | 0.00% |
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