Nuveen Winslow Large Cap Fund Manager Performance Evaluation
| NWCAX Fund | USD 64.85 0.40 0.62% |
The fund secures a Beta (Market Risk) of 0.12, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Nuveen Winslow's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen Winslow is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Winslow Large Cap are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Nuveen Winslow may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 30th of November 2022 | |
| Expense Ratio | 0.9100 |
Nuveen |
Nuveen Winslow Relative Risk vs. Return Landscape
If you would invest 5,815 in Nuveen Winslow Large Cap on September 3, 2024 and sell it today you would earn a total of 670.00 from holding Nuveen Winslow Large Cap or generate 11.52% return on investment over 90 days. Nuveen Winslow Large Cap is currently producing 0.1758% returns and takes up 1.0304% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Nuveen, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Nuveen Winslow Current Valuation
Fairly Valued
Today
Please note that Nuveen Winslow's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nuveen Winslow Large secures a last-minute Real Value of $63.89 per share. The latest price of the fund is $64.85. We determine the value of Nuveen Winslow Large 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 Winslow is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Mutual Fund. However, Nuveen Winslow'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 64.85 | Real 63.89 | Hype 64.85 | Naive 64.64 |
The intrinsic value of Nuveen Winslow'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 Winslow'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 Winslow Large Cap 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 Winslow more accurately as focusing exclusively on Nuveen Winslow's fundamentals will not take into account other important factors: Nuveen Winslow Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Winslow's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nuveen Winslow Large Cap, and traders can use it to determine the average amount a Nuveen Winslow'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 = 0.1706
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Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Nuveen Winslow is performing at about 13% 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 Winslow by adding it to a well-diversified portfolio.
Nuveen Winslow Fundamentals Growth
Nuveen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Winslow, and Nuveen Winslow 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 | 24.04 X | |||
| Price To Book | 5.21 X | |||
| Price To Sales | 3.16 X | |||
| Total Asset | 179.94 M | |||
About Nuveen Winslow Performance
Evaluating Nuveen Winslow's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nuveen Winslow 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 Winslow 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.
The fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of U.S. companies with market capitalizations in excess of 4 billion at the time of purchase. Nuveen Winslow is traded on NASDAQ Exchange in the United States.Things to note about Nuveen Winslow Large performance evaluation
Checking the ongoing alerts about Nuveen Winslow for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nuveen Winslow Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Nuveen Winslow's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Nuveen Winslow's mutual fund performance include:- Analyzing Nuveen Winslow'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 Winslow's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Winslow'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 Winslow's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Winslow's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Winslow's mutual fund. These opinions can provide insight into Nuveen Winslow's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Mutual Fund
Nuveen Winslow 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 Winslow security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |