Nuveen Floating Rate Income Fund (JFR) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Nuveen Floating Rate Income Fund (JFR) ten years ago, at the end of Oct 2016, was worth $16,233 at the end of Oct 2026 with every dividend reinvested: 5.0% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $29,917 reinvested (6.0% a year), or $19,450 taking the dividends as cash, $13,160 of it paid out along the way.
JFR became
$29,917
S&P 500: $72,756
Return a year
6.0%
S&P 500: 11.1%
Payouts reinvested
$30,145
bought more shares
Worst drop
-51.2%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | JFR total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +2.7% | $3,124 | +11.7% |
| 2025 | −0.7% | $3,567 | +17.7% |
| 2024 | +21.8% | $3,141 | +24.9% |
| 2023 | +16.6% | $2,612 | +26.2% |
| 2022 | −15.1% | $1,895 | −18.2% |
| 2021 | +24.5% | $1,542 | +28.7% |
| 2020 | −8.0% | $1,352 | +18.3% |
| 2019 | +19.5% | $1,454 | +31.2% |
| 2018 | −11.7% | $1,350 | −4.6% |
| 2017 | +3.0% | $1,403 | +21.7% |
| 2016 | +22.5% | $1,243 | +12.0% |
| 2015 | −0.3% | $1,091 | +1.2% |
| 2014 | −2.0% | $1,000 | +13.5% |
| 2013 | +4.8% | $1,148 | +32.3% |
| 2012 | +21.6% | $1,179 | +16.0% |
| 2011 | −0.6% | $1,004 | +1.9% |
| 2010 | +20.5% | $651 | +15.1% |
| 2009 | +85.0% | $583 | +26.4% |
| 2008 | −42.1% | $808 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: JFR total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Nuveen Floating Rate Income Fund (JFR) at the end of Dec 2007, with dividends reinvested, was worth $29,917 at the end of Oct 2026: 6.0% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, JFR turned $10,000 into $16,233 with dividends reinvested, 5.0% a year.
- Over the 5 years to Oct 2026, JFR returned 4.3% a year with dividends reinvested (S&P 500: 12.0%).
- Taking JFR's dividends as cash instead of reinvesting them, the same $10,000 ended at $19,450, including $13,160 of cash received; reinvesting added $10,467.
- JFR's best calendar year in that time was 2009 (85.0%) and its worst 2008 (-42.1%), with dividends reinvested.
Cite this page
SmarterDividends, "Nuveen Floating Rate Income Fund (JFR) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/JFR/total-return
JFR total return questions
If I invested $10,000 in JFR 10 years ago, how much would I have?
About $16,233 at the end of Oct 2026, with every dividend reinvested: 5.0% a year. Taking them as cash, you'd have shares worth $6,493 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is JFR's total return since Dec 2007?
199% in total, or 6.0% a year, through Oct 2026 with dividends reinvested. The share price alone fell 37%.
How much of JFR's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $10,467 better off on a $10,000 start.
What was JFR's worst year?
2008, at -42.1% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -51.2%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.