NPCT vs CIO

Comparison between Nuveen Core Plus Impact Fund (NPCT, Company) and CITY OFFICE REIT, INC. (CIO, Company).

NPCT is from the Financial Services sector, while CIO is from the Real Estate sector.

5-Year PerformanceCIO has outperformed NPCT, delivering a return of +0.4% compared to -3.7%

NPCT vs CIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NPCT(COMPANY)	CIO(COMPANY)
Market Cap	$281M	$282M
Max Drawdown	56.92%	83.69%
Sharpe Ratio	-0.40	0.95
5Y Beta	0.30	N/A
Industry	Asset Management	Reit - Office
P/E Ratio	10.96	-2.32
Forward P/E	N/A	384.62
PEG Ratio	N/A	-0.00
Dividend Yield	N/A	4.29%
5Y Dividends CAGR	44.78%	-13.03%
Debt to Equity	35.36%	65.30%
Free Cash Flow Yield	14.36%	16.87%
P/S Ratio	10.83	N/A
P/B Ratio	0.88	N/A

Market Cap

NPCT

$281M

Winner

CIO

$282M

Max Drawdown

Winner

NPCT

56.92%

CIO

83.69%

Sharpe Ratio

NPCT

-0.40

Winner

CIO

0.95

5Y Beta

NPCT

0.30

CIO

N/A

Industry

NPCT

Asset Management

CIO

Reit - Office

P/E Ratio

NPCT

10.96

Winner

CIO

-2.32

Forward P/E

NPCT

N/A

CIO

384.62

PEG Ratio

NPCT

N/A

CIO

-0.00

Dividend Yield

NPCT

N/A

CIO

4.29%

5Y Dividends CAGR

Winner

NPCT

44.78%

CIO

-13.03%

Debt to Equity

Winner

NPCT

35.36%

CIO

65.30%

Free Cash Flow Yield

NPCT

14.36%

Winner

CIO

16.87%

P/S Ratio

NPCT

10.83

CIO

N/A

P/B Ratio

NPCT

0.88

CIO

N/A

NPCT vs CIO - Historical Returns

Returns include dividend reinvestment.

Period	NPCT	CIO
1 month	-0.73%	+0.58%
3 months	-3.74%	+0.43%
6 months	+0.10%	+27.71%
1 year	+0.11%	+37.94%
5 years(CAGR)	-3.67%	+0.37%
10 years(CAGR)	N/A	+1.63%
Max(CAGR)	-3.32%	+2.20%

NPCT

-0.73%

Winner

CIO

+0.58%

NPCT

-3.74%

Winner

CIO

+0.43%

NPCT

+0.10%

Winner

CIO

+27.71%

NPCT

+0.11%

Winner

CIO

+37.94%

5Y(CAGR)

NPCT

-3.67%

Winner

CIO

+0.37%

10Y(CAGR)

NPCT

N/A

CIO

+1.63%

Max(CAGR)

NPCT

-3.32%

Winner

CIO

+2.20%

NPCT vs CIO - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	NPCT	CIO
2026	+1.67%	+0.14%
2025	+8.80%	+36.42%
2024	+16.81%	-5.33%
2023	+6.75%	-20.35%
2022	-37.11%	-55.54%
2021	-4.98%	+117.79%
2020	N/A	-20.68%
2019	N/A	+41.86%
2018	N/A	-14.64%
2017	N/A	+4.93%
2016	N/A	+15.61%
2015	N/A	-0.04%
2014	N/A	+8.52%

NPCT vs CIO Drawdown Comparison

The maximum drawdown for NPCT was -46.74%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for CIO was -80.90%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current NPCT drawdown is -17.48%. The current CIO drawdown is -56.00%.

Rank	NPCT	CIO
#1	-46.74% Jul 16, 2021 - Oct 19, 2023	-80.90% Jan 6, 2022 - Oct 27, 2023
#2	-4.50% Apr 28, 2021 - Jul 12, 2021	-52.69% Feb 18, 2020 - Jul 26, 2021
#3	N/A	-24.56% Oct 5, 2017 - Jul 5, 2018
#4	N/A	-21.53% Apr 7, 2015 - Mar 18, 2016
#5	N/A	-21.53% Aug 28, 2018 - Jun 13, 2019
#6	N/A	-15.24% Oct 26, 2021 - Dec 22, 2021
#7	N/A	-13.83% Mar 18, 2016 - Jun 30, 2016
#8	N/A	-13.15% Aug 1, 2016 - Aug 31, 2017
#9	N/A	-11.77% Sep 26, 2019 - Jan 21, 2020
#10	N/A	-8.03% Jun 16, 2014 - Jul 10, 2014
#11	N/A	-7.34% Oct 14, 2014 - Apr 2, 2015
#12	N/A	-6.37% Jun 20, 2019 - Jul 30, 2019
#13	N/A	-5.00% Sep 7, 2021 - Sep 22, 2021
#14	N/A	-4.86% Jul 11, 2014 - Aug 27, 2014
#15	N/A	-4.43% Aug 27, 2014 - Sep 19, 2014

Correlation

Correlation between NPCT and CIO is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52

-101

Dividend Comparison (2014 - 2026)

NPCT vs CIO dividend yield comparison.

Year	NPCT	CIO
2026	6.96%	0.00%
2025	13.15%	4.29%
2024	12.20%	7.25%
2023	10.28%	9.82%
2022	11.93%	9.55%
2021	3.94%	3.04%
2020	0.00%	7.01%
2019	0.00%	6.95%
2018	0.00%	9.17%
2017	0.00%	7.23%
2016	0.00%	7.14%
2015	0.00%	5.79%
2014	0.00%	5.10%