Nuveen Credit Year To Date Return vs. One Year Return
| JQC Fund | USD 5.38 0.03 0.56% |
For Nuveen Credit profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Nuveen Credit to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Nuveen Credit Strategies utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Nuveen Credit's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Nuveen Credit Strategies over time as well as its relative position and ranking within its peers.
Nuveen |
Nuveen Credit Strategies One Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Nuveen Credit's current stock value. Our valuation model uses many indicators to compare Nuveen Credit value to that of its competitors to determine the firm's financial worth. Nuveen Credit Strategies is rated below average in year to date return among similar funds. It is rated below average in one year return among similar funds reporting about 40.67 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Nuveen Credit's earnings, one of the primary drivers of an investment's value.Nuveen One Year Return vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Nuveen Credit |
| = | 0.20 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Nuveen Credit |
| = | 8.06 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Nuveen One Year Return Comparison
Nuveen Credit is currently under evaluation in one year return among similar funds.
Nuveen Credit Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Nuveen Credit, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Nuveen Credit will eventually generate negative long term returns. The profitability progress is the general direction of Nuveen Credit's change in net profit over the period of time. It can combine multiple indicators of Nuveen Credit, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Nuveen Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Nuveen Credit. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Nuveen Credit position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Nuveen Credit's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Nuveen Credit without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Backtesting Now
Portfolio BacktestingAvoid under-diversification and over-optimization by backtesting your portfolios |
| All Next | Launch Module |
Use Investing Themes to Complement your Nuveen Credit position
In addition to having Nuveen Credit in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Electronic Equipment Thematic Idea Now
Electronic Equipment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Electronic Equipment theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Electronic Equipment Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Nuveen Fund
To fully project Nuveen Credit's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Nuveen Credit Strategies at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Nuveen Credit's income statement, its balance sheet, and the statement of cash flows.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |