Nuveen Real Estate Fund Manager Performance Evaluation
| JRS Fund | USD 8.20 0.08 0.97% |
The fund secures a Beta (Market Risk) of 0.73, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Nuveen Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen Real is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Nuveen Real Estate has generated negative risk-adjusted returns adding no value to fund investors. In spite of comparatively stable basic indicators, Nuveen Real is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors.
...more1 | Opposition Grows Against RFK Jr.s Nomination Amid Claims Of Fake Doctors - Evrim Aac | 01/27/2025 |
2 | Short Interest in Nuveen Real Estate Income Fund Drops By 58.2 percent - Defense World | 02/28/2025 |
Nuveen |
Nuveen Real Relative Risk vs. Return Landscape
If you would invest 823.00 in Nuveen Real Estate on December 22, 2024 and sell it today you would lose (3.00) from holding Nuveen Real Estate or give up 0.36% of portfolio value over 90 days. Nuveen Real Estate is generating negative expected returns assuming volatility of 1.0761% on return distribution over 90 days investment horizon. In other words, 9% 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 Real Current Valuation
Fairly Valued
Today
Please note that Nuveen Real's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Nuveen Real Estate secures a last-minute Real Value of $8.24 per share. The latest price of the fund is $8.2. We determine the value of Nuveen Real Estate from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued funds and selling overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
The fair value of the Nuveen fund is determined by what a typical buyer is willing to pay for full or partial control of Nuveen Real Estate. Since Nuveen Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Fund. However, Nuveen Real'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 8.2 | Real 8.24 | Hype 8.2 | Naive 8.22 |
The intrinsic value of Nuveen Real'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, news, and other external factors that may influence Nuveen Real's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Nuveen Real Estate 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 Real more accurately as focusing exclusively on Nuveen Real's fundamentals will not take into account other important factors: Nuveen Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Real's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Nuveen Real Estate, and traders can use it to determine the average amount a Nuveen Real'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 = -4.0E-4
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JRS |
Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Nuveen Real 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 Real by adding Nuveen Real to a well-diversified portfolio.
Nuveen Real Fundamentals Growth
Nuveen Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Real, and Nuveen Real 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 | -12.8 | ||||
| Return On Asset | 0.91 | ||||
| Operating Margin | 59.17 % | ||||
| Current Valuation | 342.39 M | ||||
| Shares Outstanding | 28.89 M | ||||
| Price To Earning | 1.72 X | ||||
| Price To Book | 0.87 X | ||||
| Price To Sales | 22.34 X | ||||
| Revenue | 10.85 M | ||||
| Cash And Equivalents | 1.46 M | ||||
| Cash Per Share | 0.05 X | ||||
| Total Debt | 123.4 M | ||||
| Debt To Equity | 0.45 % | ||||
| Book Value Per Share | 9.63 X | ||||
| Cash Flow From Operations | 32.13 M | ||||
| Earnings Per Share | (0.95) X | ||||
| Total Asset | 261.23 M | ||||
| Retained Earnings | (269.86 M) | ||||
About Nuveen Real Performance
Assessing Nuveen Real's fundamental ratios provides investors with valuable insights into Nuveen Real's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Nuveen Real 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 Real Estate Income Fund is a closed-ended equity mutual fund launched by Nuveen Investments Inc. The fund is managed by Security Capital Research Management Incorporated. It invests in the public equity markets of the United States. The fund makes its investments in stocks of companies operating in the real-estate sector. It typically invests in growth stocks of companies operating across all market capitalizations. Nuveen Real Estate Income Fund was formed on November 15, 2001 and is domiciled in the United States.Things to note about Nuveen Real Estate performance evaluation
Checking the ongoing alerts about Nuveen Real for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Nuveen Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nuveen Real Estate generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Short Interest in Nuveen Real Estate Income Fund Drops By 58.2 percent - Defense World | |
| The fund generated three year return of -2.0% |
- Analyzing Nuveen Real'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 Real's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Real'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 Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Real's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Real's fund. These opinions can provide insight into Nuveen Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Fund
Nuveen Real 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 Real security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |