Nasdaq - Delayed Quote USD

Nuveen Preferred Secs & Inc I (NPSRX)

15.64 +0.06 (+0.36%)
As of 8:05 AM EDT. Market Open.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 43.78%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 5

Performance & Risk

YTD Return 9.28%
5y Average Return 3.48%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.65
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
NPSRXCategory AverageNPSRXCategory AverageNPSRXCategory Average
Alpha 1.45 0.03 3.35 0.04 3.21 0.04
BETA 0.65 0.01 0.74 0.01 0.64 0.01
Mean Annual Return 0.17 0.01 0.37 0.01 0.42 0.01
R-squared 32.32 0.08 18.91 0.11 15.8 0.1
Standard Deviation 8.7 0.13 10.54 0.1 7.93 0.07
Sharpe Ratio -0.2 0.01 0.18 0.01 0.42 0.01
Treynor Ratio -3.35 0.07 1.9 0.06 4.85 0.08

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