Nuveen Amt Free Fund Manager Performance Evaluation
| NVG Fund | USD 13.22 0.05 0.38% |
The fund secures a Beta (Market Risk) of 0.0288, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Nuveen Amt's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen Amt is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Amt Free are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly stable basic indicators, Nuveen Amt is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
...more1 | NVG Distribution Increase Leads To Expected Discount Narrowing - Seeking Alpha | 11/07/2024 |
| Expense Ratio | 1.5000 |
Nuveen |
Nuveen Amt Relative Risk vs. Return Landscape
If you would invest 1,305 in Nuveen Amt Free on September 11, 2024 and sell it today you would earn a total of 17.00 from holding Nuveen Amt Free or generate 1.3% return on investment over 90 days. Nuveen Amt Free is generating 0.0233% of daily returns assuming volatility of 0.785% on return distribution over 90 days investment horizon. In other words, 6% of funds are less volatile than Nuveen, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Nuveen Amt Current Valuation
Overvalued
Today
Please note that Nuveen Amt's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Nuveen Amt Free secures a last-minute Real Value of $12.8 per share. The latest price of the fund is $13.22. We determine the value of Nuveen Amt Free from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend locking in undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
The fair value of the Nuveen fund is determined by what a typical buyer is willing to pay for full or partial control of Nuveen Amt Free. Since Nuveen Amt is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Fund. However, Nuveen Amt's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.22 | Real 12.8 | Hype 13.22 | Naive 13.0 |
The real value of Nuveen Fund, also known as its intrinsic value, is the underlying worth of Nuveen Amt Free Fund, which is reflected in its stock price. It is based on Nuveen Amt's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Nuveen Amt's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Nuveen Amt Free helps investors to forecast how Nuveen fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Nuveen Amt more accurately as focusing exclusively on Nuveen Amt's fundamentals will not take into account other important factors: Nuveen Amt Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Amt's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Nuveen Amt Free, and traders can use it to determine the average amount a Nuveen Amt's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0296
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NVG |
Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Nuveen Amt is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Nuveen Amt by adding it to a well-diversified portfolio.
Nuveen Amt Fundamentals Growth
Nuveen Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Amt, and Nuveen Amt fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Nuveen Fund performance.
| Return On Equity | -13.53 | |||
| Return On Asset | 1.97 | |||
| Profit Margin | (201.93) % | |||
| Operating Margin | 78.67 % | |||
| Current Valuation | 4.51 B | |||
| Shares Outstanding | 213.45 M | |||
| Price To Earning | 28.92 X | |||
| Price To Book | 0.73 X | |||
| Price To Sales | 11.48 X | |||
| Revenue | 227.93 M | |||
| Cash And Equivalents | 15.7 M | |||
| Cash Per Share | 0.07 X | |||
| Total Debt | 2.18 B | |||
| Debt To Equity | 0.71 % | |||
| Book Value Per Share | 16.76 X | |||
| Cash Flow From Operations | 124.11 M | |||
| Earnings Per Share | 0.42 X | |||
| Total Asset | 629.54 M | |||
| Retained Earnings | (40.83 M) | |||
About Nuveen Amt Performance
By analyzing Nuveen Amt's fundamental ratios, stakeholders can gain valuable insights into Nuveen Amt's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Nuveen Amt has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Nuveen Amt has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Nuveen AMT-Free Municipal Credit Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of the United States. The fund invests in undervalued municipal securities and other related investments exempt from regular federal income taxes that are rated BaaBBB or better by SP, Moodys, or Fitch, and that have an average maturity of 17.02 years. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against Standard Poors Insured Municipal Bond Index. It was formerly known as Nuveen Insured Dividend Advantage Municipal Fund. It was formerly known as Nuveen Enhanced AMT-Free Municipal Credit Opportunities Fund. Nuveen AMT-Free Municipal Credit Income Fund was formed on July 12, 1999 and is domiciled in the United States.Things to note about Nuveen Amt Free performance evaluation
Checking the ongoing alerts about Nuveen Amt for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Nuveen Amt Free help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -2.0% |
- Analyzing Nuveen Amt's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Nuveen Amt's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Amt's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Nuveen Amt's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Amt's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Amt's fund. These opinions can provide insight into Nuveen Amt's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Fund
Nuveen Amt financial ratios help investors to determine whether Nuveen Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nuveen with respect to the benefits of owning Nuveen Amt security.
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