JRS vs VTEL

Comparison between Nuveen Real Estate Income Fund. (JRS, ETF) and VANGUARD LONG-TERM TAX-EXEMPT BOND ETF ETF SHARES (VTEL, ETF).

JRS vs VTEL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JRS(ETF)	VTEL(ETF)
Net Assets	$260M	$259M
Expense Ratio	N/A	0.09%
Max Drawdown	90.70%	3.51%
Sharpe Ratio	0.70	1.17
5Y Beta	0.64	0.07
5Y Dividends CAGR	2.26%	N/A

Net Assets

Winner

JRS

$260M

VTEL

$259M

Expense Ratio

JRS

N/A

VTEL

0.09%

Max Drawdown

JRS

90.70%

Winner

VTEL

3.51%

Sharpe Ratio

JRS

0.70

Winner

VTEL

1.17

5Y Beta

JRS

0.64

Winner

VTEL

0.07

5Y Dividends CAGR

JRS

2.26%

VTEL

N/A

JRS vs VTEL - Historical Returns

Returns include dividend reinvestment.

Period	JRS	VTEL
1 month	+1.42%	+0.75%
3 months	+3.76%	+0.58%
6 months	+11.13%	+2.16%
1 year	+14.01%	+8.34%
5 years(CAGR)	+2.56%	N/A
10 years(CAGR)	+5.59%	N/A
Max(CAGR)	+7.02%	+8.18%

Winner

JRS

+1.42%

VTEL

+0.75%

Winner

JRS

+3.76%

VTEL

+0.58%

Winner

JRS

+11.13%

VTEL

+2.16%

Winner

JRS

+14.01%

VTEL

+8.34%

5Y(CAGR)

JRS

+2.56%

VTEL

N/A

10Y(CAGR)

JRS

+5.59%

VTEL

N/A

Max(CAGR)

JRS

+7.02%

Winner

VTEL

+8.18%

JRS vs VTEL - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	JRS	VTEL
2026	+10.71%	+1.65%
2025	-1.77%	+6.66%
2024	+19.56%	N/A
2023	+11.22%	N/A
2022	-35.38%	N/A
2021	+66.40%	N/A
2020	-12.66%	N/A
2019	+36.83%	N/A
2018	-17.88%	N/A
2017	+11.96%	N/A
2016	+10.78%	N/A
2015	-1.20%	N/A
2014	+30.79%	N/A
2013	-3.80%	N/A
2012	+7.61%	N/A
2011	+9.22%	N/A
2010	+39.39%	N/A
2009	+79.15%	N/A
2008	-61.78%	N/A
2007	-37.28%	N/A
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 VTEL Drawdown Comparison

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

The maximum drawdown for VTEL was -3.22%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The current JRS drawdown is -7.07%. The current VTEL drawdown is -0.34%.

Rank	JRS	VTEL
#1	-87.70% Feb 7, 2007 - May 9, 2016	-3.22% Feb 27, 2026 - Mar 24, 2026
#2	-54.50% Feb 14, 2020 - Apr 8, 2021	-1.98% Jul 1, 2025 - Sep 3, 2025
#3	-45.52% Dec 31, 2021 - Oct 27, 2023	-0.99% May 27, 2025 - Jun 30, 2025
#4	-22.19% Apr 1, 2004 - Sep 2, 2004	-0.67% Nov 28, 2025 - Jan 5, 2026
#5	-21.97% Dec 29, 2017 - Feb 22, 2019	-0.64% Nov 11, 2025 - Nov 26, 2025
#6	-18.26% Sep 8, 2016 - Jun 13, 2017	-0.50% Jan 13, 2026 - Feb 3, 2026
#7	-13.95% Dec 14, 2004 - May 10, 2005	-0.47% Sep 18, 2025 - Oct 6, 2025
#8	-13.80% Sep 17, 2002 - Feb 21, 2003	-0.43% Oct 27, 2025 - Nov 11, 2025
#9	-13.60% Oct 16, 2006 - Dec 4, 2006	-0.19% Sep 11, 2025 - Sep 15, 2025
#10	-11.72% Jun 20, 2002 - Sep 6, 2002	-0.15% Jan 7, 2026 - Jan 9, 2026
#11	-10.32% Aug 3, 2005 - Jan 5, 2006	-0.15% Oct 13, 2025 - Oct 15, 2025
#12	-9.04% Sep 8, 2021 - Oct 25, 2021	-0.11% Jan 9, 2026 - Jan 13, 2026
#13	-8.15% Feb 10, 2004 - Mar 5, 2004	-0.10% Feb 5, 2026 - Feb 9, 2026
#14	-8.01% Nov 4, 2004 - Dec 1, 2004	-0.05% Jan 5, 2026 - Jan 7, 2026
#15	-7.93% Jul 14, 2003 - Sep 18, 2003	-0.05% Sep 8, 2025 - Sep 10, 2025

Correlation

Correlation between JRS and VTEL is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2002 - 2026)

JRS vs VTEL dividend yield comparison.

Year	JRS	VTEL
2026	2.06%	1.59%
2025	8.88%	2.23%
2024	7.88%	0.00%
2023	8.70%	0.00%
2022	11.06%	0.00%
2021	5.93%	0.00%
2020	9.00%	0.00%
2019	7.16%	0.00%
2018	9.99%	0.00%
2017	8.88%	0.00%
2016	9.10%	0.00%
2015	9.04%	0.00%
2014	7.83%	0.00%
2013	9.93%	0.00%
2012	8.78%	0.00%
2011	8.72%	0.00%
2010	8.70%	0.00%
2009	11.51%	0.00%
2008	35.31%	0.00%
2007	16.75%	0.00%
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%