Nuveen Small Cap Manager Performance
The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. the returns on MARKET and Nuveen Small are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Nuveen Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Nuveen Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Nuveen Small Relative Risk vs. Return Landscape
If you would invest (100.00) in Nuveen Small Cap on September 21, 2024 and sell it today you would earn a total of 100.00 from holding Nuveen Small Cap or generate -100.0% return on investment over 90 days. Nuveen Small Cap is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 |
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Nuveen Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nuveen Small Cap, and traders can use it to determine the average amount a Nuveen Small'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 = 0.0
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Based on monthly moving average Nuveen Small is not performing at its full potential. However, 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 Small by adding Nuveen Small to a well-diversified portfolio.
Nuveen Small Fundamentals Growth
Nuveen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Small, and Nuveen Small 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.
| Price To Earning | 21.74 X | |||
| Price To Book | 1.90 X | |||
| Price To Sales | 1.14 X | |||
Things to note about Nuveen Small Cap performance evaluation
Checking the ongoing alerts about Nuveen Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nuveen Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nuveen Small Cap is not yet fully synchronised with the market data | |
| Nuveen Small Cap has some characteristics of a very speculative penny stock | |
| Nuveen Small Cap has a very high chance of going through financial distress in the upcoming years | |
| The fund retains about 5.17% of its assets under management (AUM) in cash |
- Analyzing Nuveen Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Small's mutual fund. These opinions can provide insight into Nuveen Small's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
Other Consideration for investing in Nuveen Mutual Fund
If you are still planning to invest in Nuveen Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Nuveen Small's history and understand the potential risks before investing.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |