Nuveen Credit Strategies Fund Manager Performance Evaluation
| JQC Fund | USD 5.53 0.01 0.18% |
The fund secures a Beta (Market Risk) of 0.0559, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Nuveen Credit's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen Credit is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Nuveen Credit Strategies has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound basic indicators, Nuveen Credit is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders.
...more1 | JQC Stock Hits 52-Week High at 5.91 Amid Strong Yearly Growth - Investing.com Canada | 12/06/2024 |
2 | JQC This CEF Could Struggle For A Year Or Two - Seeking Alpha | 12/31/2024 |
3 | Nuveen Credit Strategies Income Fund Share Price Crosses Below 200-Day Moving Average Heres Why - Defense World | 01/31/2025 |
| Expense Ratio | 2.0200 |
Nuveen |
Nuveen Credit Relative Risk vs. Return Landscape
If you would invest 570.00 in Nuveen Credit Strategies on November 28, 2024 and sell it today you would lose (18.00) from holding Nuveen Credit Strategies or give up 3.16% of portfolio value over 90 days. Nuveen Credit Strategies is generating negative expected returns assuming volatility of 0.6118% on return distribution over 90 days investment horizon. In other words, 5% of funds are less volatile than Nuveen, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Nuveen Credit Current Valuation
Fairly Valued
Today
Please note that Nuveen Credit's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nuveen Credit Strategies secures a last-minute Real Value of $5.54 per share. The latest price of the fund is $5.53. We determine the value of Nuveen Credit Strategies from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend purchasing undervalued funds and exiting overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Nuveen Credit is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Fund. However, Nuveen Credit'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 5.53 | Real 5.54 | Hype 5.51 | Naive 5.54 |
The real value of Nuveen Fund, also known as its intrinsic value, is the underlying worth of Nuveen Credit Strategies Fund, which is reflected in its stock price. It is based on Nuveen Credit's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Nuveen Credit'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, or news.
Estimating the potential upside or downside of Nuveen Credit Strategies helps investors to forecast how Nuveen 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 Credit more accurately as focusing exclusively on Nuveen Credit's fundamentals will not take into account other important factors: Nuveen Credit Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Credit's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Nuveen Credit Strategies, and traders can use it to determine the average amount a Nuveen Credit'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 = -0.0874
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JQC |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Nuveen Credit 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 Credit by adding Nuveen Credit to a well-diversified portfolio.
Nuveen Credit Fundamentals Growth
Nuveen Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Credit, and Nuveen Credit 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 Fund performance.
| Return On Equity | -5.21 | ||||
| Return On Asset | 2.3 | ||||
| Profit Margin | (67.27) % | ||||
| Operating Margin | 80.71 % | ||||
| Current Valuation | 1.09 B | ||||
| Shares Outstanding | 135.61 M | ||||
| Price To Earning | 13.87 X | ||||
| Price To Book | 0.86 X | ||||
| Price To Sales | 10.47 X | ||||
| Revenue | 68.29 M | ||||
| Cash And Equivalents | 2.08 M | ||||
| Cash Per Share | 0.01 X | ||||
| Total Debt | 388.98 M | ||||
| Debt To Equity | 0.47 % | ||||
| Book Value Per Share | 6.10 X | ||||
| Cash Flow From Operations | 80.91 M | ||||
| Earnings Per Share | 0.38 X | ||||
| Total Asset | 1.34 B | ||||
| Retained Earnings | (1.08 B) | ||||
About Nuveen Credit Performance
By analyzing Nuveen Credit's fundamental ratios, stakeholders can gain valuable insights into Nuveen Credit's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Nuveen Credit 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 Credit has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Nuveen Credit Strategies Income Fund is a closed-ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is managed by Symphony Asset Management, LLC. It invests in the fixed income and public equity markets of the United States. The fund invests in senior secured and second lien loans, preferred securities, convertible securities and related instruments. It seeks to invest in investment grade securities. The fund employs fundamental analysis with a focus on bottom-up stock picking approach based on factors such as interest rate levels, conditions and developing trends in the bond and equity markets, analysis of relative valuations for preferred, convertible and other debt instruments, and other economic and market factors, including the overall outlook for the economy and inflation to create its portfolio. The Fund uses leverage .It benchmarks the performance of its portfolio against Barclays Capital U.S. Aggregate Bond Index. The fund was formerly known as Nuveen Multi-Strategy Income Growth Fund 2. Nuveen Credit Strategies Income Fund was formed on June 25, 2003 and is domiciled in the United States.Things to note about Nuveen Credit Strategies performance evaluation
Checking the ongoing alerts about Nuveen Credit for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Nuveen Credit Strategies help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nuveen Credit generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Nuveen Credit Strategies Income Fund Share Price Crosses Below 200-Day Moving Average Heres Why - Defense World |
- Analyzing Nuveen Credit'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 Credit's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Credit'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 Credit's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Credit's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Credit's fund. These opinions can provide insight into Nuveen Credit's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Fund
Nuveen Credit financial ratios help investors to determine whether Nuveen 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 Credit security.
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