Nuveen Real Asset Fund Manager Performance Evaluation
| JRI Fund | USD 13.37 0.16 1.21% |
The fund secures a Beta (Market Risk) of 0.22, which conveys not very significant fluctuations relative to the market. 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
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Real Asset are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. Despite fairly fragile basic indicators, Nuveen Real may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more1 | Eleven High-Yield Closed End Funds Five To Watch And Six To Buy - Seeking Alpha | 10/28/2024 |
| Expense Ratio | 2.0900 |
Nuveen |
Nuveen Real Relative Risk vs. Return Landscape
If you would invest 1,239 in Nuveen Real Asset on August 28, 2024 and sell it today you would earn a total of 98.00 from holding Nuveen Real Asset or generate 7.91% return on investment over 90 days. Nuveen Real Asset is generating 0.1211% of daily returns assuming volatility of 0.6483% on return distribution over 90 days investment horizon. In other words, 5% of funds are less volatile than Nuveen, and above 98% 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 very steady at this time. At this time, the fund appears to be fairly valued. Nuveen Real Asset secures a last-minute Real Value of $13.28 per share. The latest price of the fund is $13.37. We determine the value of Nuveen Real Asset from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend purchasing undervalued funds and trading away overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
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 13.37 | Real 13.28 | Hype 13.36 |
The intrinsic value of Nuveen Real's stock can be calculated using various methods such as discounted cash flow or dividend analysis. That value may differ from its market price, which is determined by factors such as investor sentiment, market trends, headlines, and other external factors that may influence Nuveen Real's stock price.
Estimating the potential upside or downside of Nuveen Real Asset 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 Asset, 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 = 0.1868
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Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Nuveen Real is performing at about 14% of its full potential. 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 it 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.
| Shares Outstanding | 27.45 M | ||||
| Price To Earning | 4.21 X | ||||
| Earnings Per Share | 2.73 X | ||||
About Nuveen Real Performance
By evaluating Nuveen Real's fundamental ratios, stakeholders can gain valuable insights into Nuveen Real's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Nuveen Real 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 Real 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.
Nuveen Real Asset Income and Growth Fund is an closed ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the public equity markets across the globe. The fund also makes its investments in depository receipts. It invests in stocks of companies operating in real estate sector. For the fixed income portion of its portfolio the fund invest in investment grade quality rated BBBa1 or lower. Nuveen Real Asset Income and Growth Fund was formed on April 25, 2012 and is domiciled in the United States.Things to note about Nuveen Real Asset 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 Asset help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Nuveen Real's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Nuveen Real's fund performance include:- 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.
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