Nuveen Santa Competition

Mutual Funds . USA . 
Fund . Nuveen Santa Barbara
NSBFX Fund  USD 67.04  0.29  0.43%   
Nuveen Santa Barbara competes with Nuveen Small, Nuveen Real, Nuveen Real, Nuveen Preferred, and Nuveen Preferred; as well as few others. The fund is listed under Large Blend category and is part of Nuveen family. Analyzing Nuveen Santa competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Nuveen Santa to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Nuveen Santa Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Nuveen Santa competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
66.5167.0467.57
Details
Intrinsic
Valuation
LowRealHigh
66.3666.8967.42
Details
Naive
Forecast
LowNextHigh
66.0066.5267.05
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
66.7567.4668.18
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Nuveen Santa. Your research has to be compared to or analyzed against Nuveen Santa's peers to derive any actionable benefits. When done correctly, Nuveen Santa's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Nuveen Santa Barbara.

Nuveen Santa Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Nuveen Santa and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Nuveen and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Nuveen Santa Barbara does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
FRLCX
+ 1.0
FREAX
NPSRX
+ 0.99
NPSAX
NPSCX
+ 0.98
NPSFX
FRMPX
+ 0.97
EMGRX
NPSRX
+ 0.91
NPSFX
NPSFX
+ 0.9
NPSAX
  
High negative correlations   
NPSFX
- 0.29
FREGX
FRLCX
- 0.26
FRMPX
FRLCX
- 0.23
EMGRX
FRMPX
- 0.22
FREGX
FRMPX
- 0.22
FREAX
NPSCX
- 0.2
FREGX

Risk-Adjusted Indicators

There is a big difference between Nuveen Mutual Fund performing well and Nuveen Santa Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Nuveen Santa's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
EMGRX  0.83  0.07  0.14  0.16  0.50 
(1.01)
 2.10 
(1.41)
 7.90 
FREAX  0.67 (0.06) 0.00 (0.16) 0.00 
 0.00 
 1.22 
(1.37)
 3.32 
FREGX  0.64 (0.07) 0.00 (0.32) 0.00 
 0.00 
 1.16 
(1.41)
 3.12 
NPSAX  0.12  0.01 (0.63) 0.46  0.00 
(0.18)
 0.32 
(0.19)
 0.71 
NPSFX  0.12  0.01 (0.62) 0.40  0.00 
(0.19)
 0.26 
(0.26)
 0.83 
NPSCX  0.12  0.01 (0.66) 0.32  0.00 
(0.18)
 0.26 
(0.19)
 0.71 
NPSRX  0.13  0.01 (0.63) 0.55  0.00 
(0.17)
 0.32 
(0.26)
 0.83 
FRKSX  0.15 (0.01) 0.00  0.19  0.00 
 0.00 
 0.30 
(0.30)
 1.31 
FRMPX  0.90  0.19  0.11  0.69  0.74 
(1.00)
 2.19 
(1.60)
 7.20 
FRLCX  0.66 (0.06) 0.00 (0.17) 0.00 
 0.00 
 1.21 
(1.38)
 3.28 
All Fundamental Data

Nuveen Santa Competitive Analysis

The better you understand Nuveen Santa competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Nuveen Santa's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Nuveen Santa's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
NSBFX EMGRX FREAX FREGX NPSAX NPSFX NPSCX NPSRX FRKSX FRMPX
 0.43 
 67.04 
Nuveen
 0.79 
 11.54 
Nuveen
 1.28 
 16.20 
Nuveen
 0.24 
 16.86 
Nuveen
 0.06 
 15.68 
Nuveen
 0.06 
 15.73 
Nuveen
 0.06 
 15.69 
Nuveen
 0.06 
 15.70 
Nuveen
 0.1 
 10.11 
Nuveen
 0.32 
 28.26 
Nuveen
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Modest
Good
Very Weak
Very Weak
OK
OK
OK
OK
Very Weak
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Over Valued
Over Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Strong Buy
Cautious Hold
Cautious Hold
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Buy
Net Asset
3.32 B
106.47 M
1.02 B
3.41 B
4.51 B
3.98 B
4.51 B
3.98 B
235.78 M
205.81 M
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
100 K
100 K
N/A
Price To Book
2.97
1.99
2.51
2.51
N/A
N/A
N/A
N/A
N/A
3.07
Five Year Return
12.59
12.45
4.16
4.53
3.25
3.58
2.45
3.51
1.39
12.42
One Year Return
26.28
34.21
18.94
19.44
12.86
13.17
11.99
13.11
4.31
32.72
Last Dividend Paid
0.19
N/A
0.08
0.11
0.07
0.07
0.06
0.07
0.02
N/A
Price To Earning
17.72
18.05
28.5
31.5
N/A
N/A
N/A
N/A
N/A
31.82
Price To Sales
1.7
1.67
7.16
7.46
N/A
N/A
N/A
N/A
N/A
2.12
Cash Position Weight
0.75
0.58
2.61
2.61
0.01
0.01
0.01
1.47
1.04
1.06
Equity Positions Weight
99.25
99.42
97.39
97.39
N/A
N/A
N/A
N/A
1.47
98.94
Three Year Return
9.94
6.99
-0.46
0.11
1.96
2.28
1.14
2.21
0.21
2.3
Annual Yield
0.0112
N/A
0.0199
0.0226
0.005
0.0049
0.0044
0.0052
0.0044
N/A
Year To Date Return
21.24
25.83
11.85
11.95
10.22
10.5
9.47
10.44
2.47
23.85
Bond Positions Weight
N/A
N/A
N/A
N/A
10.55
10.55
10.55
48.78
97.49
N/A
Ten Year Return
12.24
8.8
8.38
8.78
7.28
7.58
6.48
7.54
3.95
11.7
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
Day Typical Price
67.04
11.54
16.2
16.86
15.68
15.73
15.69
15.7
10.11
28.26
Period Momentum Indicator
(0.29)
0.09
(0.21)
(0.04)
(0.01)
(0.01)
(0.01)
0.01
(0.01)
(0.09)
Rate Of Daily Change
1.0
1.01
0.99
1.0
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
67.04
11.54
16.2
16.86
15.68
15.73
15.69
15.7
10.11
28.26
Price Action Indicator
(0.14)
0.045
(0.11)
(0.02)
(0.01)
(0.01)
(0.01)
0.005
(0.01)
(0.04)
Coefficient Of Variation
776.84
495.23
(3,693)
(1,752)
721.01
691.92
771.13
700.8
(3,206)
495.43
Mean Deviation
0.4224
0.8345
0.6692
0.6426
0.1162
0.1202
0.1154
0.1253
0.1462
0.8979
Jensen Alpha
0.044
0.0663
(0.06)
(0.07)
0.0094
0.0103
0.0068
0.0115
(0.01)
0.1949
Total Risk Alpha
(0.03)
0.0429
(0.16)
(0.18)
(0.01)
(0.01)
(0.01)
(0.01)
(0.05)
0.0423
Sortino Ratio
(0.11)
0.142
N/A
N/A
(0.63)
(0.62)
(0.66)
(0.63)
N/A
0.1122
Downside Variance
0.2622
0.7299
N/A
N/A
0.0265
0.0262
0.025
0.025
N/A
1.13
Standard Deviation
0.5257
1.22
0.8064
0.7837
0.1624
0.1689
0.1584
0.1715
0.2312
1.21
Kurtosis
(0.04)
9.51
(0.60)
(0.49)
2.47
4.76
2.72
2.92
5.63
3.38
Potential Upside
0.937
2.1
1.22
1.16
0.3207
0.2582
0.2576
0.3218
0.303
2.19
Treynor Ratio
0.4822
0.1592
(0.16)
(0.32)
0.4553
0.3983
0.3185
0.5543
0.1947
0.6902
Maximum Drawdown
2.33
7.9
3.32
3.12
0.7072
0.8339
0.7065
0.8347
1.31
7.2
Variance
0.2764
1.48
0.6502
0.6143
0.0264
0.0285
0.0251
0.0294
0.0535
1.46
Market Risk Adjusted Performance
0.4922
0.1692
(0.15)
(0.31)
0.4653
0.4083
0.3285
0.5643
0.2047
0.7002
Risk Adjusted Performance
0.0892
0.1499
(0.02)
(0.04)
0.0657
0.0716
0.0581
0.0709
(0.04)
0.1498
Skewness
0.003
2.15
(0.25)
(0.29)
0.8525
1.29
0.8324
0.992
(1.20)
0.9705
Semi Deviation
0.3725
0.502
N/A
N/A
0.0
0.0
0.0
0.0
N/A
0.7402
Information Ratio
(0.11)
0.0997
(0.18)
(0.22)
(0.63)
(0.59)
(0.66)
(0.58)
(0.57)
0.0987
Value At Risk
(0.75)
(1.41)
(1.37)
(1.41)
(0.19)
(0.26)
(0.19)
(0.26)
(0.30)
(1.60)
Expected Short fall
(0.45)
(1.01)
N/A
N/A
(0.18)
(0.19)
(0.18)
(0.17)
N/A
(1.00)
Downside Deviation
0.512
0.8544
N/A
N/A
0.1628
0.1618
0.158
0.158
N/A
1.06
Semi Variance
0.1388
0.252
N/A
N/A
(0.01)
(0.01)
(0.01)
(0.01)
N/A
0.5479

Nuveen Santa Competition Performance Charts

Five steps to successful analysis of Nuveen Santa Competition

Nuveen Santa's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Nuveen Santa Barbara in relation to its competition. Nuveen Santa's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Nuveen Santa in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Nuveen Santa's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Nuveen Santa Barbara, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Nuveen Santa position

In addition to having Nuveen Santa in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Online Gaming Theme
Companies that are involved in the building and marketing of online gaming-related products. The Online Gaming theme has 48 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Online Gaming Theme or any other thematic opportunities.
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Other Information on Investing in Nuveen Mutual Fund

Nuveen Santa 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 Santa security.
Balance Of Power
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