Nuveen Pennsylvania Quality Fund Manager Performance Evaluation
| NQP Fund | USD 12.01 0.03 0.25% |
The fund secures a Beta (Market Risk) of -0.0149, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Nuveen Pennsylvania are expected to decrease at a much lower rate. During the bear market, Nuveen Pennsylvania is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Nuveen Pennsylvania Quality has generated negative risk-adjusted returns adding no value to fund investors. Even with relatively invariable basic indicators, Nuveen Pennsylvania is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors.
...more1 | Nuveen Pennsylvania stock hits 52-week high at 12.78 - Investing.com | 09/13/2024 |
2 | Nuveen Pennsylvania Quality Municipal Income Fund Shares Pass Above 200-Day Moving Average of 12.07 - MarketBeat | 09/23/2024 |
3 | Short Interest in Nuveen Pennsylvania Quality Municipal Income Fund Declines By 75.2 percent - MarketBeat | 10/25/2024 |
4 | Nuveen Pennsylvania Quality Municipal Income Fund to Issue 0.08 Monthly Dividend - MarketBeat | 11/13/2024 |
| Expense Ratio | 1.2700 |
Nuveen |
Nuveen Pennsylvania Relative Risk vs. Return Landscape
If you would invest 1,231 in Nuveen Pennsylvania Quality on September 1, 2024 and sell it today you would lose (30.00) from holding Nuveen Pennsylvania Quality or give up 2.44% of portfolio value over 90 days. Nuveen Pennsylvania Quality is generating negative expected returns assuming volatility of 0.5222% on return distribution over 90 days investment horizon. In other words, 4% 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 |
| Risk |
Nuveen Pennsylvania Current Valuation
Fairly Valued
Today
Please note that Nuveen Pennsylvania's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nuveen Pennsylvania secures a last-minute Real Value of $12.03 per share. The latest price of the fund is $12.01. We determine the value of Nuveen Pennsylvania from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend buying undervalued funds and selling overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Nuveen Pennsylvania's intrinsic value may or may not be the same as its current market price of 12.01, 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 12.01 | Real 12.03 | Hype 12.01 | Naive 12.06 |
The intrinsic value of Nuveen Pennsylvania'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 Pennsylvania'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 Pennsylvania Quality 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 Pennsylvania more accurately as focusing exclusively on Nuveen Pennsylvania's fundamentals will not take into account other important factors: Nuveen Pennsylvania Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Pennsylvania's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Nuveen Pennsylvania Quality, and traders can use it to determine the average amount a Nuveen Pennsylvania'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 = -0.0724
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NQP |
Estimated Market Risk
| 0.52 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Nuveen Pennsylvania 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 Pennsylvania by adding Nuveen Pennsylvania to a well-diversified portfolio.
Nuveen Pennsylvania Fundamentals Growth
Nuveen Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Pennsylvania, and Nuveen Pennsylvania 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 | 1.85 | ||||
| Return On Asset | 1.77 | ||||
| Profit Margin | 33.29 % | ||||
| Operating Margin | 82.17 % | ||||
| Current Valuation | 713.32 M | ||||
| Shares Outstanding | 37.38 M | ||||
| Price To Earning | 47.63 X | ||||
| Price To Book | 0.73 X | ||||
| Price To Sales | 13.30 X | ||||
| Revenue | 32.12 M | ||||
| Cash And Equivalents | 5.16 M | ||||
| Cash Per Share | 0.14 X | ||||
| Total Debt | 331.56 M | ||||
| Debt To Equity | 0.58 % | ||||
| Book Value Per Share | 15.64 X | ||||
| Cash Flow From Operations | 44.05 M | ||||
| Earnings Per Share | 0.24 X | ||||
| Total Asset | 358.06 M | ||||
| Retained Earnings | (10.4 M) | ||||
About Nuveen Pennsylvania Performance
Assessing Nuveen Pennsylvania's fundamental ratios provides investors with valuable insights into Nuveen Pennsylvania's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Nuveen Pennsylvania 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 Pennsylvania Quality Municipal 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 and Nuveen Asset Management, LLC. It invests in the fixed income markets of Pennsylvania. The fund invests in tax exempt municipal bonds, with a rating of BaaBBB or higher. It employs fundamental analysis, with bottom-up stock picking approach, to create its portfolio. The fund benchmarks the performance of its portfolio against the Standard Poors Pennsylvania Municipal Bond Index and Standard Poors National Municipal Bond Index. The fund was formerly known a Nuveen Pennsylvania Investment Quality Municipal Fund. Nuveen Pennsylvania Quality Municipal Income Fund was formed on December 20, 1990 and is domiciled in the United States.Things to note about Nuveen Pennsylvania performance evaluation
Checking the ongoing alerts about Nuveen Pennsylvania for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Nuveen Pennsylvania help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nuveen Pennsylvania generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Nuveen Pennsylvania Quality Municipal Income Fund to Issue 0.08 Monthly Dividend - MarketBeat | |
| The fund generated three year return of -3.0% |
- Analyzing Nuveen Pennsylvania'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 Pennsylvania's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Pennsylvania'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 Pennsylvania's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Pennsylvania's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Pennsylvania's fund. These opinions can provide insight into Nuveen Pennsylvania's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Fund
Nuveen Pennsylvania 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 Pennsylvania security.
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