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JRS vs PIO

Comparison between Nuveen Real Estate Income Fund. (JRS, ETF) and INVESCO GLOBAL WATER ETF (PIO, ETF).

5-Year PerformanceJRS has outperformed PIO, delivering a return of +3.1% compared to +2.2%

JRS vs PIO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JRS
$273M
Winner
PIO
$273M
Expense Ratio
JRS
N/A
PIO
0.75%
Max Drawdown
JRS
90.70%
Winner
PIO
65.37%
Sharpe Ratio
Winner
JRS
0.99
PIO
-0.10
5Y Beta
Winner
JRS
0.62
PIO
0.74
P/E Ratio
JRS
N/A
PIO
24.83
Forward P/E
JRS
N/A
PIO
21.48
PEG Ratio
JRS
N/A
PIO
0.63
5Y Dividends CAGR
JRS
-1.63%
Winner
PIO
10.89%
Debt to Equity
JRS
N/A
PIO
44.38%
P/S Ratio
JRS
N/A
PIO
3.48
P/B Ratio
JRS
N/A
PIO
3.62

JRS vs PIO - Historical Returns

Returns include dividend reinvestment.

1M
JRS
-1.61%
Winner
PIO
+1.96%
3M
Winner
JRS
+7.03%
PIO
+3.25%
6M
Winner
JRS
+9.16%
PIO
-6.43%
1Y
Winner
JRS
+16.32%
PIO
+0.69%
5Y(CAGR)
Winner
JRS
+3.06%
PIO
+2.20%
10Y(CAGR)
JRS
+5.30%
Winner
PIO
+8.61%
Max(CAGR)
Winner
JRS
+7.21%
PIO
+4.48%

JRS vs PIO - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearJRSPIO
2026+17.48%+2.04%
2025-1.77%+14.88%
2024+19.56%+0.77%
2023+11.22%+21.34%
2022-35.38%-23.40%
2021+66.40%+26.12%
2020-12.66%+13.96%
2019+36.83%+35.07%
2018-17.88%-9.66%
2017+11.96%+26.39%
2016+10.78%+1.84%
2015-1.20%-7.16%
2014+30.79%+2.10%
2013-3.80%+28.16%
2012+7.61%+14.11%
2011+9.22%-21.57%
2010+39.39%+9.36%
2009+79.15%+36.58%
2008-61.78%-44.55%
2007-37.28%+0.08%
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 PIO Drawdown Comparison

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

The maximum drawdown for PIO was -64.88%, occurring on Mar 9, 2009. Recovery took 1661 trading sessions.

The current JRS drawdown is -3.61%. The current PIO drawdown is -6.65%.

RankJRSPIO
#1-87.70%
Feb 7, 2007 - May 9, 2016
-64.88%
Oct 31, 2007 - Jun 9, 2014
#2-54.50%
Feb 14, 2020 - Apr 8, 2021
-35.76%
Feb 19, 2020 - Sep 2, 2020
#3-45.52%
Dec 31, 2021 - Jul 20, 2026
-34.27%
Dec 29, 2021 - Mar 28, 2024
#4-22.19%
Apr 1, 2004 - Sep 2, 2004
-26.33%
May 21, 2015 - Sep 8, 2017
#5-21.97%
Dec 29, 2017 - Feb 22, 2019
-17.09%
May 15, 2024 - May 15, 2025
#6-18.26%
Sep 8, 2016 - Jun 13, 2017
-16.95%
Jan 22, 2018 - Mar 13, 2019
#7-13.95%
Dec 14, 2004 - May 10, 2005
-16.14%
Jul 13, 2007 - Oct 29, 2007
#8-13.80%
Sep 17, 2002 - Feb 21, 2003
-13.88%
Jun 20, 2014 - May 14, 2015
#9-13.60%
Oct 16, 2006 - Dec 4, 2006
-13.15%
Feb 26, 2026 - Mar 27, 2026
#10-11.72%
Jun 20, 2002 - Sep 6, 2002
-9.89%
Sep 2, 2021 - Dec 29, 2021
#11-10.32%
Aug 3, 2005 - Jan 5, 2006
-7.14%
Mar 28, 2024 - May 15, 2024
#12-9.04%
Sep 8, 2021 - Oct 25, 2021
-6.54%
Jan 8, 2021 - Apr 1, 2021
#13-8.15%
Feb 10, 2004 - Mar 5, 2004
-6.20%
Oct 24, 2025 - Jan 15, 2026
#14-8.01%
Nov 4, 2004 - Dec 1, 2004
-5.98%
May 3, 2019 - Jun 20, 2019
#15-7.93%
Jul 14, 2003 - Sep 18, 2003
-5.80%
Oct 12, 2020 - Nov 5, 2020

Correlation

Correlation between JRS and PIO is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2002 - 2026)

JRS vs PIO dividend yield comparison.

YearJRSPIO
20264.21%0.78%
20258.88%1.04%
20247.88%0.78%
20238.70%0.84%
202211.06%1.02%
20215.93%1.19%
20209.00%0.88%
20197.16%1.20%
20189.99%2.00%
20178.88%1.00%
20169.10%1.45%
20159.04%1.63%
20147.83%1.42%
20139.93%1.50%
20128.78%1.82%
20118.72%1.63%
20108.70%0.87%
200911.51%1.27%
200835.31%1.38%
200716.75%0.00%
20066.90%0.00%
20058.30%0.00%
20047.04%0.00%
20037.37%0.00%
20029.23%0.00%

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