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OACP vs JRS

Comparison between ONEASCENT CORE PLUS BOND ETF (OACP, ETF) and Nuveen Real Estate Income Fund. (JRS, ETF).

OACP vs JRS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
OACP
$263M
JRS
$263M
Expense Ratio
OACP
0.67%
JRS
N/A
Max Drawdown
Winner
OACP
15.33%
JRS
90.70%
Sharpe Ratio
OACP
0.40
Winner
JRS
0.86
5Y Beta
Winner
OACP
0.05
JRS
0.63
5Y Dividends CAGR
OACP
N/A
JRS
2.26%

OACP vs JRS - Historical Returns

Returns include dividend reinvestment.

1M
OACP
+0.49%
Winner
JRS
+3.15%
3M
OACP
+0.52%
Winner
JRS
+12.40%
6M
OACP
+0.68%
Winner
JRS
+14.61%
1Y
OACP
+4.72%
Winner
JRS
+15.39%
5Y(CAGR)
OACP
+1.75%
Winner
JRS
+2.51%
10Y(CAGR)
OACP
N/A
JRS
+5.70%
Max(CAGR)
OACP
+1.75%
Winner
JRS
+7.16%

OACP vs JRS - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearOACPJRS
2026+0.29%+14.47%
2025+7.15%-1.77%
2024+2.70%+19.56%
2023+5.50%+11.22%
2022-7.80%-35.38%
2021N/A+66.40%
2020N/A-12.66%
2019N/A+36.83%
2018N/A-17.88%
2017N/A+11.96%
2016N/A+10.78%
2015N/A-1.20%
2014N/A+30.79%
2013N/A-3.80%
2012N/A+7.61%
2011N/A+9.22%
2010N/A+39.39%
2009N/A+79.15%
2008N/A-61.78%
2007N/A-37.28%
2006N/A+53.15%
2005N/A+5.64%
2004N/A+21.41%
2003N/A+33.64%
2002N/A+10.59%
2001N/A-0.40%

OACP vs JRS Drawdown Comparison

The maximum drawdown for OACP was -11.81%, occurring on Oct 24, 2022. Recovery took 586 trading sessions.

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

The current OACP drawdown is -1.25%. The current JRS drawdown is -3.91%.

RankOACPJRS
#1-11.81%
Apr 1, 2022 - Aug 2, 2024
-87.70%
Feb 7, 2007 - May 9, 2016
#2-4.55%
Sep 16, 2024 - Jun 30, 2025
-54.50%
Feb 14, 2020 - Apr 8, 2021
#3-2.60%
Feb 27, 2026 - May 19, 2026
-45.52%
Dec 31, 2021 - Oct 27, 2023
#4-1.01%
Jul 1, 2025 - Jul 29, 2025
-22.19%
Apr 1, 2004 - Sep 2, 2004
#5-1.00%
Aug 2, 2024 - Aug 14, 2024
-21.97%
Dec 29, 2017 - Feb 22, 2019
#6-0.94%
Oct 28, 2025 - Nov 26, 2025
-18.26%
Sep 8, 2016 - Jun 13, 2017
#7-0.82%
Nov 26, 2025 - Jan 14, 2026
-13.95%
Dec 14, 2004 - May 10, 2005
#8-0.69%
Sep 16, 2025 - Oct 14, 2025
-13.80%
Sep 17, 2002 - Feb 21, 2003
#9-0.69%
Jan 14, 2026 - Feb 5, 2026
-13.60%
Oct 16, 2006 - Dec 4, 2006
#10-0.46%
Aug 13, 2025 - Aug 22, 2025
-11.72%
Jun 20, 2002 - Sep 6, 2002
#11-0.38%
Aug 23, 2024 - Sep 4, 2024
-10.32%
Aug 3, 2005 - Jan 5, 2006
#12-0.35%
Aug 28, 2025 - Sep 4, 2025
-9.04%
Sep 8, 2021 - Oct 25, 2021
#13-0.30%
Aug 14, 2024 - Aug 19, 2024
-8.15%
Feb 10, 2004 - Mar 5, 2004
#14-0.30%
Aug 21, 2024 - Aug 23, 2024
-8.01%
Nov 4, 2004 - Dec 1, 2004
#15-0.28%
Aug 5, 2025 - Aug 13, 2025
-7.93%
Jul 14, 2003 - Sep 18, 2003

Correlation

Correlation between OACP and JRS is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2002 - 2026)

OACP vs JRS dividend yield comparison.

YearOACPJRS
20261.71%2.00%
20254.46%8.88%
20244.51%7.88%
20233.87%8.70%
20222.34%11.06%
20210.00%5.93%
20200.00%9.00%
20190.00%7.16%
20180.00%9.99%
20170.00%8.88%
20160.00%9.10%
20150.00%9.04%
20140.00%7.83%
20130.00%9.93%
20120.00%8.78%
20110.00%8.72%
20100.00%8.70%
20090.00%11.51%
20080.00%35.31%
20070.00%16.75%
20060.00%6.90%
20050.00%8.30%
20040.00%7.04%
20030.00%7.37%
20020.00%9.23%

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