All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JFR: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2004-03-26? to Fri 2025-06-27 YTD
Return
TRR
Price
JFR
×
−1.79%
2025-06-27
1.721 TRR
2025-06-27
Nuveen Floating Rate Income Closed Fund NYSE Mutual Fund

Returns

Fri 2004-03-26? to Fri 2025-06-27 Overall
Return
Exponential
Trendline
JFR
×
+72.05%
+2.59%/yr
+3.35%/yr
(R2=0.621)
Nuveen Floating Rate Income Closed Fund NYSE Mutual Fund

Growth of $10,000

Fri 2004-03-26? to Fri 2025-06-27 Start
Value
End
Value
JFR
×
$10,000.00
2004-03-26
$17,205.40
2025-06-27
Nuveen Floating Rate Income Closed Fund NYSE Mutual Fund

Annual Returns

Year JFR
2025 (YTD) −1.79%
2024 +18.50%
2023 +12.84%
2022 −20.32%
2021 +16.48%
2020 −9.28%
2019 +16.98%
2018 −13.35%
2017 +0.81%
2016 +19.89%
2015 −1.04%
2014 −2.58%
2013 +3.12%
2012 +19.41%
2011 −3.43%
2010 +18.88%
2009 +79.44%
2008 −42.19%
2007 −10.91%
2006 +14.17%
2005 −7.04%
2004 −4.97%

Drawdowns

Fri 2004-03-26? to Fri 2025-06-27 Current
Drawdown
Worst
Drawdown
JFR
×
−4.12% −63.25%
2008-12-09
Nuveen Floating Rate Income Closed Fund NYSE Mutual Fund