Nuveen Short Duration High Fund Manager Performance Evaluation
| NVHIX Fund | USD 9.73 0.01 0.10% |
The fund secures a Beta (Market Risk) of -0.0187, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Nuveen Short-duration are expected to decrease at a much lower rate. During the bear market, Nuveen Short-duration is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Nuveen Short Duration High has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Nuveen Short-duration is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8600 |
Nuveen |
Nuveen Short-duration Relative Risk vs. Return Landscape
If you would invest 978.00 in Nuveen Short Duration High on August 29, 2024 and sell it today you would lose (5.00) from holding Nuveen Short Duration High or give up 0.51% of portfolio value over 90 days. Nuveen Short Duration High is currently producing negative expected returns and takes up 0.2536% volatility of returns over 90 trading days. Put another way, 2% 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 Short-duration Current Valuation
Overvalued
Today
Please note that Nuveen Short-duration's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Nuveen Short Duration secures a last-minute Real Value of $9.2 per share. The latest price of the fund is $9.73. We determine the value of Nuveen Short Duration 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 Short-duration is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Mutual Fund. However, Nuveen Short-duration'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 9.73 | Real 9.2 | Hype 9.73 | Naive 9.76 |
The intrinsic value of Nuveen Short-duration'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 Short-duration'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 Short Duration High 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 Short-duration more accurately as focusing exclusively on Nuveen Short-duration's fundamentals will not take into account other important factors: Nuveen Short-duration Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Short-duration's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nuveen Short Duration High, and traders can use it to determine the average amount a Nuveen Short-duration'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 = -0.0308
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NVHIX |
Estimated Market Risk
| 0.25 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Nuveen Short-duration 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 Short-duration by adding Nuveen Short-duration to a well-diversified portfolio.
Nuveen Short-duration Fundamentals Growth
Nuveen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Short-duration, and Nuveen Short-duration 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 | 9.25 X | |||
| Price To Book | 9.12 X | |||
| Price To Sales | 1.15 X | |||
| Total Asset | 6.91 B | |||
About Nuveen Short-duration Performance
Evaluating Nuveen Short-duration's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nuveen Short-duration 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 Short-duration 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 the sum of its net assets and the amount of any borrowings for investment purposes in municipal bonds that pay interest that is exempt from regular federal personal income tax. Under normal market conditions, it will generally maintain an investment portfolio with a weighted average effective duration of less than 4.5 years.Things to note about Nuveen Short Duration performance evaluation
Checking the ongoing alerts about Nuveen Short-duration for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nuveen Short Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nuveen Short-duration generated a negative expected return over the last 90 days | |
| The fund maintains about 6.35% of its assets in cash |
- Analyzing Nuveen Short-duration'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 Short-duration's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Short-duration'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 Short-duration's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Short-duration's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Short-duration's mutual fund. These opinions can provide insight into Nuveen Short-duration's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Mutual Fund
Nuveen Short-duration 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 Short-duration security.
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