Nuveen Amt Free Municipal Fund Manager Performance Evaluation
| NUW Fund | USD 13.86 0.06 0.43% |
The fund secures a Beta (Market Risk) of 0.15, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Nuveen Amt-free's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen Amt-free is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Nuveen Amt Free Municipal has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly stable basic indicators, Nuveen Amt-free is not utilizing all of its potentials. The current stock price fuss, may contribute to near-short-term losses for the sophisticated investors.
...more| Expense Ratio | 0.6800 |
Nuveen |
Nuveen Amt-free Relative Risk vs. Return Landscape
If you would invest 1,394 in Nuveen Amt Free Municipal on August 24, 2024 and sell it today you would lose (8.00) from holding Nuveen Amt Free Municipal or give up 0.57% of portfolio value over 90 days. Nuveen Amt Free Municipal is generating negative expected returns assuming volatility of 0.4497% 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 Amt-free Current Valuation
Fairly Valued
Today
Please note that Nuveen Amt-free's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nuveen Amt Free secures a last-minute Real Value of $13.89 per share. The latest price of the fund is $13.86. We determine the value of Nuveen Amt Free from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend buying undervalued funds and disposing 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 Amt Free Municipal. Since Nuveen Amt-free is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Fund. However, Nuveen Amt-free'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 13.86 | Real 13.89 | Hype 13.86 | Naive 13.9 |
The intrinsic value of Nuveen Amt-free'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 Amt-free'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 Amt Free Municipal 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 Amt-free more accurately as focusing exclusively on Nuveen Amt-free's fundamentals will not take into account other important factors: Nuveen Amt-free Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Amt-free's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Nuveen Amt Free Municipal, and traders can use it to determine the average amount a Nuveen Amt-free'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 = -0.0178
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| Negative Returns | NUW |
Estimated Market Risk
| 0.45 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Nuveen Amt-free 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 Amt-free by adding Nuveen Amt-free to a well-diversified portfolio.
Nuveen Amt-free Fundamentals Growth
Nuveen Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Amt-free, and Nuveen Amt-free 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.
| Shares Outstanding | 17.95 M | |||
| Price To Earning | 13.39 X | |||
| Earnings Per Share | 0.99 X | |||
About Nuveen Amt-free Performance
Evaluating Nuveen Amt-free's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nuveen Amt-free 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 Amt-free 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.
Nuveen AMT-Free Municipal Value Fund is a close-ended fixed income mutual fund launched by Nuveen Investments Inc. Nuveen AMT-Free Municipal Value Fund was formed on November 19, 2008 and is domiciled in the United States. Nuveen Muni is traded on New York Stock Exchange in the United States.Things to note about Nuveen Amt Free performance evaluation
Checking the ongoing alerts about Nuveen Amt-free for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Nuveen Amt Free help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nuveen Amt Free generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% |
- Analyzing Nuveen Amt-free'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 Amt-free's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Amt-free'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 Amt-free's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Amt-free's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Amt-free's fund. These opinions can provide insight into Nuveen Amt-free's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Fund
Nuveen Amt-free 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 Amt-free security.
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