Nuveen Preferred Securities Fund Manager Performance Evaluation
| NPSCX Fund | USD 15.66 0.10 0.64% |
The fund secures a Beta (Market Risk) of 0.0227, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Nuveen Preferred's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen Preferred is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Preferred Securities are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Nuveen Preferred is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of December 2022 | |
| Expense Ratio | 1.7600 |
Nuveen |
Nuveen Preferred Relative Risk vs. Return Landscape
If you would invest 1,543 in Nuveen Preferred Securities on September 2, 2024 and sell it today you would earn a total of 23.00 from holding Nuveen Preferred Securities or generate 1.49% return on investment over 90 days. Nuveen Preferred Securities is currently producing 0.0232% returns and takes up 0.1602% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Nuveen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Nuveen Preferred Current Valuation
Overvalued
Today
Please note that Nuveen Preferred's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Nuveen Preferred Sec secures a last-minute Real Value of $14.39 per share. The latest price of the fund is $15.66. We determine the value of Nuveen Preferred Sec from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Nuveen Preferred is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Mutual Fund. However, Nuveen Preferred'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 15.66 | Real 14.39 | Hype 15.66 | Naive 15.63 |
The intrinsic value of Nuveen Preferred'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, news, and other external factors that may influence Nuveen Preferred's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Nuveen Preferred Securities helps investors to forecast how Nuveen mutual 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 Preferred more accurately as focusing exclusively on Nuveen Preferred's fundamentals will not take into account other important factors: Nuveen Preferred Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Preferred's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nuveen Preferred Securities, and traders can use it to determine the average amount a Nuveen Preferred'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 = 0.1451
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NPSCX |
Estimated Market Risk
| 0.16 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Nuveen Preferred is performing at about 11% 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 Preferred by adding it to a well-diversified portfolio.
Nuveen Preferred Fundamentals Growth
Nuveen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Preferred, and Nuveen Preferred 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 Mutual Fund performance.
| Total Asset | 149.45 M | ||||
About Nuveen Preferred Performance
Evaluating Nuveen Preferred's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nuveen Preferred 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 Preferred has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in preferred securities and other income producing securities. The advisor intends to invest at least 25 percent of its assets in the securities of companies principally engaged in financial services. It normally invests at least 50 percent of its net assets in securities rated investment grade. The fund may invest up to 50 percent of its net assets in securities rated below investment grade or unrated securities judged to be of comparable quality.Things to note about Nuveen Preferred Sec performance evaluation
Checking the ongoing alerts about Nuveen Preferred for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nuveen Preferred Sec help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 10.55% of its assets in bonds |
- Analyzing Nuveen Preferred'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 Preferred's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Preferred'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 Preferred's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Preferred's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Preferred's mutual fund. These opinions can provide insight into Nuveen Preferred's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Mutual Fund
Nuveen Preferred financial ratios help investors to determine whether Nuveen Mutual 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 Preferred security.
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