Nuveen Preferred and Income Term Fund

Nuveen Preferred and Income Term Fundverified

JPI

Price:

$19.88

Market Cap:

$452.72M

Nuveen Preferred and Income Term Fund is a close ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests into public equity and fixed income markets across the globe. The fund seeks to invest in stocks of companies that are operating in financial services sectors such as bank, insurance, REITs, and utility companies. It primarily invests in preferred securities and other income producing securities including debt securities, hybrid securities, and convertible securities. At least 60% of the fund's assets are rated investment grade i.e. BBB/Baa or better by one of the nationally recognized ...[Read more]

Industry

Asset Management - Income

IPO Date

2012-07-27

Stock Exchange

NYSE

Ticker

JPI

The ROE as of December 2024 (TTM) for Nuveen Preferred and Income Term Fund (JPI) is 13.67%

According to Nuveen Preferred and Income Term Fund’s latest financial reports and current stock price. The company's current ROE is 13.67%. This represents a change of 878.78% compared to the average of 1.40% of the last 4 quarters.

Nuveen Preferred and Income Term Fund (JPI) Historical ROE (quarterly & annually)

How has JPI ROE performed in the past?

The mean historical ROE of Nuveen Preferred and Income Term Fund over the last ten years is 3.71%. The current 13.67% ROE has changed 268.45% with respect to the historical average. Over the past ten years (40 quarters), JPI's ROE was at its highest in in the July 2017 quarter at 21.62%. The ROE was at its lowest in in the July 2018 quarter at -13.55%.

Quarterly (TTM)
Annual

Average

3.71%

Median

4.09%

Minimum

-12.01%

Maximum

17.71%

Nuveen Preferred and Income Term Fund (JPI) ROE by Quarter and Year

Discovering the peaks and valleys of Nuveen Preferred and Income Term Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 1.68%

Maximum Annual ROE = 17.71%

Minimum Annual Increase = -28080.69%

Minimum Annual ROE = -12.01%

Quarterly (TTM)
Annual
YearROEChange
202413.48%-271.35%
2023-7.87%-34.47%
2022-12.01%-167.79%
202117.71%-746.07%
2020-2.74%-135.41%
20197.74%1.68%
20180.43%-96.49%
201712.35%54.05%
20168.02%-28080.69%
2015-0.03%-100.15%

Nuveen Preferred and Income Term Fund (JPI) Average ROE

How has JPI ROE performed in the past?

The current ROE of Nuveen Preferred and Income Term Fund (JPI) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-2.13%

5-year avg

1.72%

10-year avg

3.71%

Nuveen Preferred and Income Term Fund (JPI) ROE vs. Peers

How is JPI’s ROE compared to its peers?

Nuveen Preferred and Income Term Fund’s ROE is greater than DTF Tax-Free Income 2028 Term Fund Inc. (-1.34%), less than First Trust High Yield Opportunities 2027 Term Fund (9.57%), greater than BlackRock MuniHoldings Fund, Inc. (-1.67%), less than DWS Municipal Income Trust (3.59%), less than RiverNorth Flexible Municipal Income Fund II, Inc. (8.44%), greater than BlackRock MuniYield Quality Fund, Inc. (-0.89%), less than BlackRock Municipal Income Fund, Inc. (0.27%), less than BlackRock MuniHoldings Quality Fund II, Inc. (5.53%), less than Invesco High Income 2024 Target Term Fund (11.57%), less than Virtus Convertible & Income 2024 Target Term Fund (21.86%), less than MFS Investment Grade Municipal Trust (2.17%), greater than Invesco High Income 2023 Target Term Fund (-2.88%), greater than Nuveen Preferred and Income Fund (-19.45%), greater than John Hancock Income Securities Trust (-3.94%), less than MFS High Income Municipal Trust (4.73%), greater than BlackRock MuniVest Fund II, Inc. (-1.05%), greater than BlackRock MuniYield Quality Fund II, Inc. (-0.96%), less than BlackRock MuniVest Fund, Inc. (5.73%),

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