ρ +0.39beyond mkt +0.29holdout +0.45stable 100%robust
JLS Nuveen Mortgage and Income Fund
- Last close
- 16.43
- 504-day return
- +10.27%
- Median $/day
- $277k
- Relationships shown
- 12
together opposite · bar = ρ at each lag, −10 … 0 … +10 days · holdout ρ · click a card for the full picture
JLS vs RDFI
Both indexed to 100 at 2026-05-11.
Moves with JLS
Same day, ranked by what's left after the market and sector factors are removed ("beyond mkt").
ρ +0.33beyond mkt +0.25holdout +0.38stable 75%robust
ρ +0.36beyond mkt +0.25holdout +0.37stable 88%robust
ρ +0.36beyond mkt +0.25holdout +0.40stable 88%robust
ρ +0.32beyond mkt +0.25holdout +0.47stable 75%robust
ρ +0.35beyond mkt +0.24holdout +0.42stable 88%robust
Weekly, not daily
No day-to-day relationship, but 5- or 10-day returns move together.
horizon 10dρ +0.57holdout +0.55stable 75%robust
horizon 10dρ +0.55holdout +0.53stable 75%robust
horizon 10dρ +0.55holdout +0.56stable 50%moderate
horizon 10dρ +0.53holdout +0.43stable 62%moderate
horizon 10dρ +0.53holdout +0.31stable 62%moderate
horizon 10dρ +0.53holdout +0.34stable 88%robust
Changed this quarter
Biggest shifts in same-day correlation over the last 63 trading days versus the year before.
Δ +0.52recent +0.49prior -0.04beyond mkt -0.05
Δ +0.51recent +0.62prior +0.11beyond mkt +0.02
Δ +0.51recent +0.71prior +0.20beyond mkt +0.17
Δ +0.50recent +0.59prior +0.09beyond mkt +0.04
Δ -0.47recent -0.35prior +0.13beyond mkt -0.00
Δ -0.47recent -0.35prior +0.12beyond mkt -0.04