Nuveen Floating Rate 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 Floating are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Nuveen Floating Rate has generated negative risk-adjusted returns adding no value to fund investors. In spite of very healthy basic indicators, Nuveen Floating is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors.
...more| Quick Ratio | 0.97 | |
| Fifty Two Week Low | 7.73 | |
| Fifty Two Week High | 10.49 | |
| Trailing Annual Dividend Yield | 7.29% |
Nuveen |
Nuveen Floating Relative Risk vs. Return Landscape
If you would invest (100.00) in Nuveen Floating Rate on December 22, 2024 and sell it today you would earn a total of 100.00 from holding Nuveen Floating Rate or generate -100.0% return on investment over 90 days. Nuveen Floating Rate is generating negative expected returns assuming volatility of 0.0% on return distribution over 90 days investment horizon. In other words, 0% 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 Floating Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Floating's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Nuveen Floating Rate, and traders can use it to determine the average amount a Nuveen Floating'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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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Nuveen Floating 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 Floating by adding Nuveen Floating to a well-diversified portfolio.
Nuveen Floating Fundamentals Growth
Nuveen Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Floating, and Nuveen Floating 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 | -2.65 | |||
| Return On Asset | 2.39 | |||
| Profit Margin | (33.43) % | |||
| Operating Margin | 81.92 % | |||
| Current Valuation | 548.67 M | |||
| Shares Outstanding | 40.54 M | |||
| Price To Earning | 9.31 X | |||
| Price To Book | 0.81 X | |||
| Price To Sales | 10.59 X | |||
| Revenue | 31.52 M | |||
| Cash And Equivalents | 4.3 M | |||
| Cash Per Share | 0.11 X | |||
| Total Debt | 237.16 M | |||
| Debt To Equity | 0.63 % | |||
| Book Value Per Share | 10.11 X | |||
| Cash Flow From Operations | 33.55 M | |||
| Earnings Per Share | (0.15) X | |||
| Total Asset | 393.6 M | |||
| Retained Earnings | (129.9 M) | |||
Things to note about Nuveen Floating Rate performance evaluation
Checking the ongoing alerts about Nuveen Floating for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Nuveen Floating Rate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nuveen Floating Rate is not yet fully synchronised with the market data | |
| Nuveen Floating Rate has some characteristics of a very speculative penny stock | |
| Nuveen Floating Rate has a very high chance of going through financial distress in the upcoming years |
- Analyzing Nuveen Floating'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 Floating's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Floating'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 Floating's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Floating's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Floating's fund. These opinions can provide insight into Nuveen Floating's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Other Consideration for investing in Nuveen Fund
If you are still planning to invest in Nuveen Floating Rate 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 Floating's history and understand the potential risks before investing.
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| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |