NPCT vs JAKK

Comparison between Nuveen Core Plus Impact Fund (NPCT, Company) and Jakks Pacific Inc (JAKK, Company).

NPCT is from the Financial Services sector, while JAKK is from the Consumer Cyclical sector.

5-Year PerformanceJAKK has outperformed NPCT, delivering a return of +19.1% compared to -3.7%

NPCT vs JAKK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NPCT(COMPANY)	JAKK(COMPANY)
Market Cap	$281M	$280M
Max Drawdown	56.92%	99.00%
Sharpe Ratio	-0.40	0.68
5Y Beta	0.30	1.27
Industry	Asset Management	Leisure
P/E Ratio	10.96	24.98
Forward P/E	N/A	14.03
PEG Ratio	N/A	1.59
Dividend Yield	N/A	4.15%
5Y Dividends CAGR	44.78%	N/A
Debt to Equity	35.36%	0.00%
Free Cash Flow Yield	14.36%	6.75%
P/S Ratio	10.83	0.50
P/B Ratio	0.88	1.15

Market Cap

Winner

NPCT

$281M

JAKK

$280M

Max Drawdown

Winner

NPCT

56.92%

JAKK

99.00%

Sharpe Ratio

NPCT

-0.40

Winner

JAKK

0.68

5Y Beta

Winner

NPCT

0.30

JAKK

1.27

Industry

NPCT

Asset Management

JAKK

Leisure

P/E Ratio

Winner

NPCT

10.96

JAKK

24.98

Forward P/E

NPCT

N/A

JAKK

14.03

PEG Ratio

NPCT

N/A

JAKK

1.59

Dividend Yield

NPCT

N/A

JAKK

4.15%

5Y Dividends CAGR

NPCT

44.78%

JAKK

N/A

Debt to Equity

NPCT

35.36%

Winner

JAKK

0.00%

Free Cash Flow Yield

Winner

NPCT

14.36%

JAKK

6.75%

P/S Ratio

NPCT

10.83

Winner

JAKK

0.50

P/B Ratio

Winner

NPCT

0.88

JAKK

1.15

NPCT vs JAKK - Historical Returns

Returns include dividend reinvestment.

Period	NPCT	JAKK
1 month	-0.73%	+7.11%
3 months	-3.74%	+6.55%
6 months	+0.10%	+28.18%
1 year	+0.11%	+20.66%
5 years(CAGR)	-3.67%	+19.08%
10 years(CAGR)	N/A	-12.22%
Max(CAGR)	-3.32%	-8.44%

NPCT

-0.73%

Winner

JAKK

+7.11%

NPCT

-3.74%

Winner

JAKK

+6.55%

NPCT

+0.10%

Winner

JAKK

+28.18%

NPCT

+0.11%

Winner

JAKK

+20.66%

5Y(CAGR)

NPCT

-3.67%

Winner

JAKK

+19.08%

10Y(CAGR)

NPCT

N/A

JAKK

-12.22%

Max(CAGR)

Winner

NPCT

-3.32%

JAKK

-8.44%

NPCT vs JAKK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NPCT	JAKK
2026	+1.67%	+41.43%
2025	+8.80%	-36.74%
2024	+16.81%	-20.41%
2023	+6.75%	+109.49%
2022	-37.11%	+67.21%
2021	-4.98%	+106.50%
2020	N/A	-51.18%
2019	N/A	-42.78%
2018	N/A	-41.20%
2017	N/A	-54.37%
2016	N/A	-33.63%
2015	N/A	+21.90%
2014	N/A	+1.19%
2013	N/A	-47.77%
2012	N/A	-7.26%
2011	N/A	-24.04%
2010	N/A	+45.88%
2009	N/A	-42.18%
2008	N/A	-11.31%
2007	N/A	+7.46%
2006	N/A	+9.42%
2005	N/A	-2.10%
2004	N/A	+69.43%
2003	N/A	-4.57%
2002	N/A	-30.24%
2001	N/A	+129.70%
2000	N/A	-51.49%
1999	N/A	-34.24%

NPCT vs JAKK 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 JAKK was -98.95%, occurring on Mar 27, 2020. This drawdown has not yet recovered.

The current NPCT drawdown is -17.48%. The current JAKK drawdown is -91.31%.

Rank	NPCT	JAKK
#1	-46.74% Jul 16, 2021 - Oct 19, 2023	-98.95% Jul 17, 2007 - Mar 27, 2020
#2	-4.50% Apr 28, 2021 - Jul 12, 2021	-74.93% Nov 1, 1999 - Jun 19, 2007
#3	N/A	-4.32% Jun 19, 2007 - Jul 2, 2007
#4	N/A	-1.42% Jul 2, 2007 - Jul 11, 2007

Correlation

Correlation between NPCT and JAKK is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

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