Nasdaq - Delayed Quote USD

Nuveen Preferred Secs & Inc A (NPSAX)

15.65 +0.01 (+0.06%)
At close: 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 9.26%
5y Average Return 3.21%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Nov 6, 2024) 43.40%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 43.40%
Worst 3Y Total Return -0.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NPSAX
Category
YTD
9.08%
5.09%
1-Month
-0.61%
1.29%
3-Month
2.72%
3.60%
1-Year
17.98%
19.60%
3-Year
1.30%
7.20%
5-Year
3.22%
5.90%
10-Year
4.48%
6.54%
Last Bull Market
11.66%
11.27%
Last Bear Market
-7.01%
-4.58%

Annual Total Return (%) History

Year
NPSAX
Category
2024
--
--
2023
5.89%
--
2022
-10.07%
--
2021
5.11%
--
2020
5.24%
4.83%
2019
17.34%
17.63%
2018
-5.90%
-5.49%
2017
10.89%
9.78%

2016
5.01%
5.66%
2015
4.44%
3.18%
2014
8.80%
11.44%
2013
4.46%
1.11%
2012
24.91%
18.05%
2011
-0.69%
2.26%
2010
18.73%
18.29%
2009
43.40%
50.41%
2008
-24.69%
-26.18%
2007
-10.12%
-12.38%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.24% 1.51% 4.73% --
2023 -4.10% 1.91% 1.83% 6.40%
2022 -4.34% -7.01% -1.62% 2.77%
2021 1.48% 2.90% 0.77% -0.12%
2020 -15.43% 11.07% 5.47% 6.24%
2019 6.64% 3.48% 2.93% 3.30%
2018 -1.51% -1.61% 1.71% -4.53%
2017 4.08% 3.75% 1.61% 1.06%
2016 -0.44% 2.50% 3.48% -0.56%
2015 2.54% -0.27% -0.10% 2.23%

2014 4.24% 3.43% -0.07% 0.98%
2013 3.46% -0.92% -0.11% 2.02%
2012 10.93% 0.81% 7.38% 4.02%
2011 3.64% 1.59% -8.03% 2.56%
2010 6.92% -1.36% 10.77% 1.62%
2009 -22.84% 49.62% 17.18% 6.00%
2008 1.29% -2.33% -22.82% -1.35%
2007 0.25% -0.96% -2.22% -7.42%

Rank in Category (By Total Return)

YTD 90
1-Month 59
3-Month 90
1-Year 88
3-Year 40
5-Year 34

Load Adjusted Returns

1-Year 12.37%
3-Year -0.33%
5-Year 2.22%
10-Year 3.97%

Performance & Risk

YTD Return 9.26%
5y Average Return 3.21%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.64
Morningstar Risk Rating

Fund Overview

Category Preferred Stock
Fund Family Nuveen
Net Assets 4.83B
YTD Return 9.08%
Yield 5.61%
Morningstar Rating
Inception Date Dec 19, 2006

Fund Summary

Under normal circumstances, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in preferred securities and other income producing securities. The advisor intends to invest at least 25% of its assets in the securities of companies principally engaged in financial services. It normally invests at least 50% of its net assets in securities rated investment grade. The fund may invest up to 50% of its net assets in securities rated below investment grade or unrated securities judged to be of comparable quality.

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