Nuveen Santa Barbara Fund Manager Performance Evaluation
| NSBCX Fund | USD 67.03 0.21 0.31% |
The fund secures a Beta (Market Risk) of 0.65, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Nuveen Santa's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen Santa is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Santa Barbara are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Nuveen Santa is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of November 2022 | |
| Expense Ratio | 1.6700 |
Nuveen |
Nuveen Santa Relative Risk vs. Return Landscape
If you would invest 6,382 in Nuveen Santa Barbara on September 1, 2024 and sell it today you would earn a total of 321.00 from holding Nuveen Santa Barbara or generate 5.03% return on investment over 90 days. Nuveen Santa Barbara is currently producing 0.0783% returns and takes up 0.5702% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Nuveen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Nuveen Santa Current Valuation
Fairly Valued
Today
Please note that Nuveen Santa's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nuveen Santa Barbara secures a last-minute Real Value of $66.5 per share. The latest price of the fund is $67.03. We determine the value of Nuveen Santa Barbara from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Nuveen Santa is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Mutual Fund. However, Nuveen Santa'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 67.03 | Real 66.5 | Hype 67.03 | Naive 67.85 |
The intrinsic value of Nuveen Santa'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 Santa'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 Santa Barbara helps investors to forecast how Nuveen mutual 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 Santa more accurately as focusing exclusively on Nuveen Santa's fundamentals will not take into account other important factors: Nuveen Santa Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Santa's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nuveen Santa Barbara, and traders can use it to determine the average amount a Nuveen Santa'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 = 0.1373
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | NSBCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.57 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Nuveen Santa 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 Santa by adding it to a well-diversified portfolio.
Nuveen Santa Fundamentals Growth
Nuveen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Santa, and Nuveen Santa 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 Mutual Fund performance.
| Price To Earning | 16.74 X | ||||
| Price To Book | 2.75 X | ||||
| Price To Sales | 1.58 X | ||||
| Total Asset | 239.71 M | ||||
About Nuveen Santa Performance
Evaluating Nuveen Santa's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nuveen Santa 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 Santa 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in dividend-paying common stocks and preferred securities. It may, from time to time, have a greater exposure to these higher dividend-yield sectors and industries than the broad equity market. The fund may invest up to 25 percent of its net assets in non-U.S. equity securities that are U.S. dollar-denominated.Things to note about Nuveen Santa Barbara performance evaluation
Checking the ongoing alerts about Nuveen Santa for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nuveen Santa Barbara help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Nuveen Santa's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Nuveen Santa's mutual fund performance include:- Analyzing Nuveen Santa'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 Santa's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Santa'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 Santa's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Santa's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Santa's mutual fund. These opinions can provide insight into Nuveen Santa's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Mutual Fund
Nuveen Santa financial ratios help investors to determine whether Nuveen Mutual 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 Santa security.
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |