1-year period
Sep 18, 2025 – Sep 18, 20269.40 ppdistribution contribution
-1.20% total − (-10.60% price) ≈ 9.40 pp
#49 of 100 eligible investments on these dates.
48 investments have a higher distribution contribution.
(49 − 1) ÷ (100 − 1)≈ 0.4848
Income Factory
NPFD Nuveen Variable Rate Preferred & Income Fund
Variable-rate preferred exposure offers an alternative to fixed-rate preferred funds. Equity or preferred-security exposure may depend on capital gains; verify payout coverage.
Income consistency rank#75100 eligible funds
The longer period is the weaker standing, setting a ranking score of 0.8370. Lower scores rank first.
Hypothetical investment
Growth of $10,000
Dividends reinvested · no additional contributions
NPFD would be worth$10,814Available history · 5Y requested · as of Sep 18, 2026
S&P 500 (SPY)$17,459Same $10,000 · same dates
Total gain / loss+$814+8.1% total return
NPFDS&P 500 (SPY)
Dec 16, 2021 · $10,000 investedSep 18, 2026
The selected period exceeds this investment’s age; the chart shows its complete available trading history. Based on adjusted market prices through the latest available completed session, before personal taxes and trading costs.
Checking the latest completed session…
Market performance
Total return
Price movement plus reinvested distributions, compared with SPY.
+8.1% over available history
1 YEAR TOTAL RETURN-1.2%#49 income rank · 100 peers
Price-10.6%
Dividend+9.4%
Net loss; shares not shown.
4.7 YEARS TOTAL RETURN+8.1%Since inception+1.7% / yr annualized#78 income rank · 93 peers
Price-354% of return-28.8%
Dividend454% of return+37.0%
Dividend includes all distributions and reinvestment.
Dec 16, 2021Sep 18, 2026
Total return+8.14%
S&P 500 (SPY)+74.59%
Annualized return+1.66%
Largest drawdown-39.17%
Transparent ranking calculation
Why NPFD ranks #75
Income consistency · Compared with the active Income Factory collection through Sep 18, 2026.
4.7 years since inception
Dec 16, 2021 – Sep 18, 202636.98 ppdistribution contribution
+8.14% total − (-28.84% price) ≈ 36.98 pp
#78 of 93 eligible investments on these dates.
77 investments have a higher distribution contribution.
(78 − 1) ÷ (93 − 1)≈ 0.8370
Period score = (rank − 1) ÷ (eligible count − 1). This is the fraction of other eligible investments ahead of this one, from 0 (none ahead) to 1 (all ahead). It makes standings comparable when the two periods have different peer counts. A single eligible investment scores 0.
Use the weaker period
max(0.4848, 0.8370)≈ 0.8370
Lower scores come first. A stronger period cannot cancel a weaker one.
Add the two period scores
0.4848 + 0.8370≈ 1.3218
The lower combined score comes first when the weaker-period scores match.
NPFD places #75 of 100
The longer period is the weaker standing, setting a ranking score of 0.8370. Lower scores rank first.
Remaining tie-breaks & return formula
Income Factory shares an overall rank when the weaker-period and combined scores match to eight decimal places. Within that shared rank, higher longer total-return rate, then higher recent total return, then ticker A–Z determine display order.
For NPFD, the longer total-return tie-break is +1.6600% annualized; the recent total-return tie-break is -1.2000% cumulative.
Total return = 100 × (ending adjusted close ÷ starting adjusted close − 1). Price return = 100 × (ending split-adjusted close ÷ starting split-adjusted close − 1). Distribution contribution = total return − price return.
Annualized return = 100 × ((1 + total return ÷ 100)^(1 ÷ years) − 1), with years measured as elapsed days ÷ 365.2425. Histories under one year are never annualized. Peer returns are compared to eight decimal places; score sorting uses unrounded fractions. Numbers above are rounded for display.
Distribution contribution includes all provider-recorded distributions and reinvestment effects. “pp” means percentage points of the initial investment; this is not dividend yield, payout coverage or a forecast of income. Each investment is compared with eligible peers over its own exact dates, so peer counts can differ. No quality, valuation or risk factors are added to this calculation.
This explains the collection’s default ranking. Search, category filters and chart periods do not change it; choosing another sort changes the list order. This is Income Lens’s calculation, not a score published by the strategy creator.
Why it is in this section
Variable-rate preferred exposure offers an alternative to fixed-rate preferred funds.
What to investigate
Equity or preferred-security exposure may depend on capital gains; verify payout coverage.
Independent selection; creator ownership or endorsement has not been verified. Issuer strategy establishes its exposure, not the sustainability of its payout.