Nuveen Real Estate Fund Manager Performance Evaluation
| JRS Fund | USD 9.55 0.02 0.21% |
The fund secures a Beta (Market Risk) of 0.19, 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
10 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Real Estate are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of comparatively unsteady basic indicators, Nuveen Real may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more1 | JRS Still Looks Good As An Inflation Hedge, But Rising Rates May Be A Headwind - Seeking Alpha | 11/07/2024 |
| Expense Ratio | 1.5300 |
Nuveen |
Nuveen Real Relative Risk vs. Return Landscape
If you would invest 874.00 in Nuveen Real Estate on August 29, 2024 and sell it today you would earn a total of 81.00 from holding Nuveen Real Estate or generate 9.27% return on investment over 90 days. Nuveen Real Estate is generating 0.1469% of daily returns assuming volatility of 1.1151% on return distribution over 90 days investment horizon. In other words, 9% 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 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 $9.45 per share. The latest price of the fund is $9.55. 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 9.55 | Real 9.45 | Hype 9.59 |
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 = 0.1317
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Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Nuveen Real is performing at about 10% 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.
| 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.| Latest headline from news.google.com: JRS Still Looks Good As An Inflation Hedge, But Rising Rates May Be A Headwind - Seeking Alpha | |
| The fund generated three year return of 0.0% |
- 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.
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