PSF vs JRS

Comparison between Cohen & Steers Select Preferred and Income Fund Inc (PSF, ETF) and Nuveen Real Estate Income Fund. (JRS, ETF).

5-Year PerformanceJRS has outperformed PSF, delivering a return of +2.5% compared to -0.5%

PSF vs JRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSF(ETF)	JRS(ETF)
Net Assets	$263M	$263M
Max Drawdown	55.40%	90.70%
Sharpe Ratio	0.36	0.86
5Y Beta	0.36	0.63
5Y Dividends CAGR	-2.91%	2.26%

Net Assets

Winner

PSF

$263M

JRS

$263M

Max Drawdown

Winner

PSF

55.40%

JRS

90.70%

Sharpe Ratio

PSF

0.36

Winner

JRS

0.86

5Y Beta

Winner

PSF

0.36

JRS

0.63

5Y Dividends CAGR

PSF

-2.91%

Winner

JRS

2.26%

PSF vs JRS - Historical Returns

Returns include dividend reinvestment.

Period	PSF	JRS
1 month	-0.52%	+3.15%
3 months	+1.42%	+12.40%
6 months	-0.23%	+14.61%
1 year	+6.39%	+15.39%
5 years(CAGR)	-0.51%	+2.51%
10 years(CAGR)	+4.90%	+5.70%
Max(CAGR)	+6.91%	+7.16%

PSF

-0.52%

Winner

JRS

+3.15%

PSF

+1.42%

Winner

JRS

+12.40%

PSF

-0.23%

Winner

JRS

+14.61%

PSF

+6.39%

Winner

JRS

+15.39%

5Y(CAGR)

PSF

-0.51%

Winner

JRS

+2.51%

10Y(CAGR)

PSF

+4.90%

Winner

JRS

+5.70%

Max(CAGR)

PSF

+6.91%

Winner

JRS

+7.16%

PSF vs JRS - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	PSF	JRS
2026	-0.43%	+14.47%
2025	+9.51%	-1.77%
2024	+12.03%	+19.56%
2023	+8.82%	+11.22%
2022	-24.31%	-35.38%
2021	+4.83%	+66.40%
2020	-2.38%	-12.66%
2019	+40.77%	+36.83%
2018	-9.17%	-17.88%
2017	+15.24%	+11.96%
2016	+15.20%	+10.78%
2015	+5.05%	-1.20%
2014	+16.11%	+30.79%
2013	-1.04%	-3.80%
2012	+32.88%	+7.61%
2011	-6.08%	+9.22%
2010	-0.04%	+39.39%
2009	N/A	+79.15%
2008	N/A	-61.78%
2007	N/A	-37.28%
2006	N/A	+53.15%
2005	N/A	+5.64%
2004	N/A	+21.41%
2003	N/A	+33.64%
2002	N/A	+10.59%
2001	N/A	-0.40%

PSF vs JRS Drawdown Comparison

The maximum drawdown for PSF was -55.02%, occurring on Mar 18, 2020. Recovery took 297 trading sessions.

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

The current PSF drawdown is -9.16%. The current JRS drawdown is -3.91%.

Rank	PSF	JRS
#1	-55.02% Feb 20, 2020 - Apr 26, 2021	-87.70% Feb 7, 2007 - May 9, 2016
#2	-40.82% Aug 4, 2021 - May 16, 2023	-54.50% Feb 14, 2020 - Apr 8, 2021
#3	-18.02% Aug 20, 2018 - Feb 11, 2019	-45.52% Dec 31, 2021 - Oct 27, 2023
#4	-17.12% May 14, 2013 - Aug 20, 2014	-22.19% Apr 1, 2004 - Sep 2, 2004
#5	-15.20% Jul 12, 2011 - Jan 26, 2012	-21.97% Dec 29, 2017 - Feb 22, 2019
#6	-10.83% Apr 16, 2015 - Jan 6, 2016	-18.26% Sep 8, 2016 - Jun 13, 2017
#7	-10.60% Jan 11, 2018 - Jul 25, 2018	-13.95% Dec 14, 2004 - May 10, 2005
#8	-10.44% Sep 8, 2016 - Jan 10, 2017	-13.80% Sep 17, 2002 - Feb 21, 2003
#9	-7.34% May 4, 2021 - Jun 14, 2021	-13.60% Oct 16, 2006 - Dec 4, 2006
#10	-6.97% Oct 17, 2012 - Jan 7, 2013	-11.72% Jun 20, 2002 - Sep 6, 2002
#11	-6.62% Jan 29, 2016 - Mar 16, 2016	-10.32% Aug 3, 2005 - Jan 5, 2006
#12	-6.08% Jun 12, 2019 - Jul 12, 2019	-9.04% Sep 8, 2021 - Oct 25, 2021
#13	-5.76% Aug 2, 2017 - Dec 13, 2017	-8.15% Feb 10, 2004 - Mar 5, 2004
#14	-5.25% Oct 15, 2019 - Dec 9, 2019	-8.01% Nov 4, 2004 - Dec 1, 2004
#15	-5.22% Jan 6, 2016 - Jan 29, 2016	-7.93% Jul 14, 2003 - Sep 18, 2003

Correlation

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

0.92

-101

Dividend Comparison (2002 - 2026)

PSF vs JRS dividend yield comparison.

Year	PSF	JRS
2026	3.87%	2.00%
2025	7.46%	8.88%
2024	7.65%	7.88%
2023	8.29%	8.70%
2022	8.65%	11.06%
2021	9.08%	5.93%
2020	7.02%	9.00%
2019	6.55%	7.16%
2018	8.68%	9.99%
2017	7.70%	8.88%
2016	9.35%	9.10%
2015	8.81%	9.04%
2014	9.98%	7.83%
2013	9.25%	9.93%
2012	8.60%	8.78%
2011	8.73%	8.72%
2010	0.69%	8.70%
2009	0.00%	11.51%
2008	0.00%	35.31%
2007	0.00%	16.75%
2006	0.00%	6.90%
2005	0.00%	8.30%
2004	0.00%	7.04%
2003	0.00%	7.37%
2002	0.00%	9.23%