Nuveen Mortgage Opportunity Etf Performance
| JLS Etf | USD 18.76 0.01 0.05% |
The etf secures a Beta (Market Risk) of -0.017, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Nuveen Mortgage are expected to decrease at a much lower rate. During the bear market, Nuveen Mortgage is likely to outperform the market.
Risk-Adjusted Performance
Solid
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Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Mortgage Opportunity are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively inconsistent essential indicators, Nuveen Mortgage may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
1 | Acquisition by Parekh Aashh of tradable shares of Nuveen Mortgage at 15.29 subject to Rule 16b-3 | 01/24/2025 |
2 | Long Term Investment Analysis - Stock Traders Daily | 02/28/2025 |
3 | Insider Trading | 03/14/2025 |
Nuveen |
Nuveen Mortgage Relative Risk vs. Return Landscape
If you would invest 1,766 in Nuveen Mortgage Opportunity on December 26, 2024 and sell it today you would earn a total of 111.00 from holding Nuveen Mortgage Opportunity or generate 6.29% return on investment over 90 days. Nuveen Mortgage Opportunity is generating 0.1027% of daily returns assuming volatility of 0.4721% on return distribution over 90 days investment horizon. In other words, 4% of etfs are less volatile than Nuveen, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
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Nuveen Mortgage Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Mortgage's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Nuveen Mortgage Opportunity, and traders can use it to determine the average amount a Nuveen Mortgage'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 = 0.2176
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Estimated Market Risk
| 0.47 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.1 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Nuveen Mortgage is performing at about 17% 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 Mortgage by adding it to a well-diversified portfolio.
Nuveen Mortgage Fundamentals Growth
Nuveen Etf prices reflect investors' perceptions of the future prospects and financial health of Nuveen Mortgage, and Nuveen Mortgage 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 Etf performance.
| Shares Outstanding | 5.49 M | ||||
| Price To Earning | 16.08 X | ||||
| Earnings Per Share | 0.99 X | ||||
About Nuveen Mortgage Performance
Assessing Nuveen Mortgage's fundamental ratios provides investors with valuable insights into Nuveen Mortgage's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Nuveen Mortgage is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Nuveen Mortgage and 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, Nuveen Asset Management, LLC, and Wellington Management Company LLP. It invests in the fixed income markets of the United States. The fund invests in undervalued mortgage-backed securities consisting primarily of non-agency residential mortgage-backed securities and commercial mortgage-backed securities with a favorable total return potential. It seeks to invest in below investment grade securities. The fund employs fundamental analysis with a focus on bottom-up stock picking approach based on rigorous analysis of the credit performance of the mortgage loan portfolios underlying the MBS, security structure characteristics such as the priority of payment, credit enhancement and default patterns of underlying loans, and the relative financial strength of the mortgage loan servicer to create its portfolio. It benchmarks the performance of its portfolio against Barclays Capital U.S. Aggregate Bond Index. It was formerly known as Nuveen Mortgage Opportunity Term Fund. Nuveen Mortgage and Income Fund was formed on September 10, 2009 and is domiciled in the United States.| Latest headline from MacroaxisInsider: Insider Trading |
Other Information on Investing in Nuveen Etf
Nuveen Mortgage financial ratios help investors to determine whether Nuveen Etf 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 Mortgage security.