Nuveen Nwq Small Cap Fund Manager Performance Evaluation
| NSCCX Fund | USD 38.30 0.30 0.79% |
The fund secures a Beta (Market Risk) of 1.5, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Nuveen Nwq will likely underperform.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Nuveen Nwq Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 31st of October 2022 | |
| Expense Ratio | 1.9500 |
Nuveen |
Nuveen Nwq Relative Risk vs. Return Landscape
If you would invest 4,914 in Nuveen Nwq Small Cap on September 24, 2024 and sell it today you would lose (1,084) from holding Nuveen Nwq Small Cap or give up 22.06% of portfolio value over 90 days. Nuveen Nwq Small Cap is currently producing negative expected returns and takes up 3.1376% volatility of returns over 90 trading days. Put another way, 27% of traded mutual funds are less volatile than Nuveen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Nuveen Nwq Current Valuation
Undervalued
Today
Please note that Nuveen Nwq's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Nuveen Nwq Small secures a last-minute Real Value of $40.28 per share. The latest price of the fund is $38.3. We determine the value of Nuveen Nwq Small from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Nuveen Nwq is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Mutual Fund. However, Nuveen Nwq'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 38.3 | Real 40.28 | Hype 38.3 | Naive 30.85 |
The intrinsic value of Nuveen Nwq'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 Nwq'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 Nwq Small Cap helps investors to forecast how Nuveen mutual 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 Nwq more accurately as focusing exclusively on Nuveen Nwq's fundamentals will not take into account other important factors: Nuveen Nwq Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Nwq's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nuveen Nwq Small Cap, and traders can use it to determine the average amount a Nuveen Nwq'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 = -0.1061
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| Negative Returns | NSCCX |
Estimated Market Risk
| 3.14 actual daily | 27 73% of assets are more volatile |
Expected Return
| -0.33 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Nuveen Nwq 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 Nwq by adding Nuveen Nwq to a well-diversified portfolio.
Nuveen Nwq Fundamentals Growth
Nuveen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Nwq, and Nuveen Nwq 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 Mutual Fund performance.
| Price To Earning | 19.44 X | ||||
| Price To Book | 1.80 X | ||||
| Price To Sales | 1.06 X | ||||
| Total Asset | 2.45 M | ||||
About Nuveen Nwq Performance
Evaluating Nuveen Nwq's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nuveen Nwq 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 Nwq 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.
The fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of companies with market capitalizations at the time of investment comparable to companies in either the Russell 2000 Value Index or the Standard Poors SmallCap 600 Index. It invests primarily in U.S. equity securities, but it may invest up to 35 percent of its net assets in non-U.S. equity securities, including up to 10 percent of its net assets in equity securities of companies located in emerging market countries.Things to note about Nuveen Nwq Small performance evaluation
Checking the ongoing alerts about Nuveen Nwq for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nuveen Nwq Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nuveen Nwq Small generated a negative expected return over the last 90 days | |
| Nuveen Nwq Small has high historical volatility and very poor performance | |
| The fund maintains 98.77% of its assets in stocks |
- Analyzing Nuveen Nwq'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 Nwq's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Nwq'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 Nwq's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Nwq's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Nwq's mutual fund. These opinions can provide insight into Nuveen Nwq's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Mutual Fund
Nuveen Nwq financial ratios help investors to determine whether Nuveen Mutual 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 Nwq security.
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