Nuveen Esg Aggregate Etf Performance
| NUBD Etf | USD 21.94 0.02 0.09% |
The etf secures a Beta (Market Risk) of -0.0598, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Nuveen ESG are expected to decrease at a much lower rate. During the bear market, Nuveen ESG is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Nuveen ESG Aggregate has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound fundamental drivers, Nuveen ESG is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | Nuveen ESG U.S. Aggregate Bond declares monthly distribution of 0.0680 | 10/02/2024 |
2 | Proactive Strategies - Stock Traders Daily | 11/14/2024 |
| In Threey Sharp Ratio | -0.80 |
Nuveen |
Nuveen ESG Relative Risk vs. Return Landscape
If you would invest 2,237 in Nuveen ESG Aggregate on August 26, 2024 and sell it today you would lose (43.00) from holding Nuveen ESG Aggregate or give up 1.92% of portfolio value over 90 days. Nuveen ESG Aggregate is currently does not generate positive expected returns and assumes 0.2679% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than Nuveen, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Nuveen ESG Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen ESG's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Nuveen ESG Aggregate, and traders can use it to determine the average amount a Nuveen ESG'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 = -0.1101
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NUBD |
Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Nuveen ESG 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 ESG by adding Nuveen ESG to a well-diversified portfolio.
Nuveen ESG Fundamentals Growth
Nuveen Etf prices reflect investors' perceptions of the future prospects and financial health of Nuveen ESG, and Nuveen ESG 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 Etf performance.
| Total Asset | 233.85 M | |||
About Nuveen ESG Performance
By analyzing Nuveen ESG's fundamental ratios, stakeholders can gain valuable insights into Nuveen ESG's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Nuveen ESG 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 ESG has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Under normal market conditions, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in component securities of the index. Nushares ESG is traded on NYSEARCA Exchange in the United States.| Nuveen ESG Aggregate generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Proactive Strategies - Stock Traders Daily | |
| Nuveen ESG Aggregate created five year return of 0.0% | |
| This fund maintains about 7.39% of its assets in bonds |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Nuveen ESG Aggregate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
The market value of Nuveen ESG Aggregate is measured differently than its book value, which is the value of Nuveen that is recorded on the company's balance sheet. Investors also form their own opinion of Nuveen ESG's value that differs from its market value or its book value, called intrinsic value, which is Nuveen ESG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Nuveen ESG's market value can be influenced by many factors that don't directly affect Nuveen ESG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Nuveen ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if Nuveen ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Nuveen ESG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.