Nuveen Mortgage Opportunity Etf Performance
| JLS Etf | USD 18.23 0.03 0.16% |
The etf secures a Beta (Market Risk) of 0.0013, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Nuveen Mortgage's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen Mortgage is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Nuveen Mortgage Opportunity has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable essential indicators, Nuveen Mortgage is not utilizing all of its potentials. The recent stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | Acquisition by Parekh Aashh of 230 shares of Nuveen Mortgage at 17.8891 subject to Rule 16b-3 | 10/06/2025 |
2 | The Simple Path to Wealth JL Collins on FIRE, Index Funds Financial Freedom HerMoney - MSN | 10/24/2025 |
3 | Acquisition by Parekh Aashh of 100 shares of Nuveen Mortgage at 20.75 subject to Rule 16b-3 | 12/04/2025 |
Nuveen Mortgage Relative Risk vs. Return Landscape
If you would invest 1,825 in Nuveen Mortgage Opportunity on September 29, 2025 and sell it today you would lose (2.00) from holding Nuveen Mortgage Opportunity or give up 0.11% of portfolio value over 90 days. Nuveen Mortgage Opportunity is generating negative expected returns assuming volatility of 0.4318% on return distribution over 90 days investment horizon. In other words, 3% of etfs are less volatile than Nuveen, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
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Nuveen Mortgage Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Mortgage's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Nuveen Mortgage Opportunity, and traders can use it to determine the average amount a Nuveen Mortgage'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 = -0.0018
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| Negative Returns | JLS |
Based on monthly moving average Nuveen Mortgage 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 Mortgage by adding Nuveen Mortgage to a well-diversified portfolio.
Nuveen Mortgage Fundamentals Growth
Nuveen Etf prices reflect investors' perceptions of the future prospects and financial health of Nuveen Mortgage, and Nuveen Mortgage 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 Etf performance.
| Shares Outstanding | 5.49 M | ||||
| Price To Earning | 16.08 X | ||||
| Earnings Per Share | 0.99 X | ||||
About Nuveen Mortgage Performance
Assessing Nuveen Mortgage's fundamental ratios provides investors with valuable insights into Nuveen Mortgage's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Nuveen Mortgage 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 Mortgage and Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and Wellington Management Company LLP. It invests in the fixed income markets of the United States. The fund invests in undervalued mortgage-backed securities consisting primarily of non-agency residential mortgage-backed securities and commercial mortgage-backed securities with a favorable total return potential. It seeks to invest in below investment grade securities. The fund employs fundamental analysis with a focus on bottom-up stock picking approach based on rigorous analysis of the credit performance of the mortgage loan portfolios underlying the MBS, security structure characteristics such as the priority of payment, credit enhancement and default patterns of underlying loans, and the relative financial strength of the mortgage loan servicer to create its portfolio. It benchmarks the performance of its portfolio against Barclays Capital U.S. Aggregate Bond Index. It was formerly known as Nuveen Mortgage Opportunity Term Fund. Nuveen Mortgage and Income Fund was formed on September 10, 2009 and is domiciled in the United States.| Nuveen Mortgage Oppo generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Insider Purchase Director at PCF Buys 2,500 Shares - Quiver Quantitative |
Other Information on Investing in Nuveen Etf
Nuveen Mortgage financial ratios help investors to determine whether Nuveen Etf 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 Mortgage security.