Nuveen Tax Advantaged Dividend Manager Performance
The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. the returns on MARKET and Nuveen Tax are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Nuveen Tax Advantaged Dividend has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound basic indicators, Nuveen Tax is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
...more| Quick Ratio | 1.67 | |
| Fifty Two Week Low | 13.53 | |
| Fifty Two Week High | 17.70 | |
| Trailing Annual Dividend Yield | 7.04% |
Nuveen |
Nuveen Tax Relative Risk vs. Return Landscape
If you would invest (100.00) in Nuveen Tax Advantaged Dividend on September 12, 2024 and sell it today you would earn a total of 100.00 from holding Nuveen Tax Advantaged Dividend or generate -100.0% return on investment over 90 days. Nuveen Tax Advantaged Dividend is generating negative expected returns assuming volatility of 0.0% on return distribution over 90 days investment horizon. In other words, 0% of funds 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 Tax Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Tax's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Nuveen Tax Advantaged Dividend, and traders can use it to determine the average amount a Nuveen Tax'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 = 0.0
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Based on monthly moving average Nuveen Tax 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 Tax by adding Nuveen Tax to a well-diversified portfolio.
Nuveen Tax Fundamentals Growth
Nuveen Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Tax, and Nuveen Tax 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 | -4.85 | |||
| Return On Asset | 1.42 | |||
| Profit Margin | (105.64) % | |||
| Operating Margin | 71.53 % | |||
| Current Valuation | 332.61 M | |||
| Shares Outstanding | 14.48 M | |||
| Price To Earning | 2.87 X | |||
| Price To Book | 1.05 X | |||
| Price To Sales | 21.45 X | |||
| Revenue | 11.37 M | |||
| Cash And Equivalents | 10.99 K | |||
| Total Debt | 102.6 M | |||
| Debt To Equity | 0.44 % | |||
| Book Value Per Share | 16.08 X | |||
| Cash Flow From Operations | 30.84 M | |||
| Earnings Per Share | (0.83) X | |||
Things to note about Nuveen Tax Advantaged performance evaluation
Checking the ongoing alerts about Nuveen Tax for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Nuveen Tax Advantaged help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nuveen Tax is not yet fully synchronised with the market data | |
| Nuveen Tax has some characteristics of a very speculative penny stock | |
| Nuveen Tax has a very high chance of going through financial distress in the upcoming years |
- Analyzing Nuveen Tax'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 Tax's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Tax'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 Tax's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Tax's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Tax's fund. These opinions can provide insight into Nuveen Tax's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Other Consideration for investing in Nuveen Fund
If you are still planning to invest in Nuveen Tax Advantaged check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Nuveen Tax's history and understand the potential risks before investing.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |