Nuveen Preferred And Etf Performance
| JPI Etf | USD 20.56 0.30 1.48% |
The etf secures a Beta (Market Risk) of 0.0216, 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
12 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Preferred and are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Despite fairly abnormal basic indicators, Nuveen Preferred may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
1 | Nuveen Preferred and Income Term Fund To Go Ex-Dividend on November 15th | 11/13/2024 |
| Expense Ratio | 1.6700 |
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Nuveen Preferred Relative Risk vs. Return Landscape
If you would invest 1,925 in Nuveen Preferred and on September 2, 2024 and sell it today you would earn a total of 131.00 from holding Nuveen Preferred and or generate 6.81% return on investment over 90 days. Nuveen Preferred and is generating 0.1053% of daily returns assuming volatility of 0.6887% on return distribution over 90 days investment horizon. In other words, 6% 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 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 etfs, such as Nuveen Preferred and, 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 = 0.1528
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Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Nuveen Preferred is performing at about 12% 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 Etf 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 Etf performance.
| Shares Outstanding | 22.77 M | ||||
| Price To Earning | 14.90 X | ||||
| Earnings Per Share | 1.28 X | ||||
About Nuveen Preferred Performance
By evaluating Nuveen Preferred's fundamental ratios, stakeholders can gain valuable insights into Nuveen Preferred's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
Nuveen Preferred and Income Term Fund is a close ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests into public equity and fixed income markets across the globe. The fund seeks to invest in stocks of companies that are operating in financial services sectors such as bank, insurance, REITs, and utility companies. It primarily invests in preferred securities and other income producing securities including debt securities, hybrid securities, and convertible securities. At least 60 percent of the funds assets are rated investment grade i.e. BBBBaa or better by one of the nationally recognized statistical rating organizations. It employs fundamental and quantitative analysis, with focus a on bottom-up fundamental credit research to create its portfolio. The fund benchmarks the performance of its portfolio against the Bank of AmericaMerrill Lynch Preferred Stock Fixed Rate Index. Nuveen Preferred and Income Term Fund was founded on July 26, 2012 and is domiciled in the United States.| Latest headline from thelincolnianonline.com: Nuveen Preferred and Income Term Fund To Go Ex-Dividend on November 15th |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Nuveen Preferred and. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
The market value of Nuveen Preferred is measured differently than its book value, which is the value of Nuveen that is recorded on the company's balance sheet. Investors also form their own opinion of Nuveen Preferred's value that differs from its market value or its book value, called intrinsic value, which is Nuveen Preferred's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Nuveen Preferred's market value can be influenced by many factors that don't directly affect Nuveen Preferred's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Nuveen Preferred's value and its price as these two are different measures arrived at by different means. Investors typically determine if Nuveen Preferred is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Nuveen Preferred's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.