Nuveen California Dividend Fund Net Income
| NAC Fund | USD 12.01 0.06 0.50% |
As of the 4th of March, Nuveen California secures the Mean Deviation of 0.2744, risk adjusted performance of 0.1124, and Downside Deviation of 0.4319. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Nuveen California, as well as the relationship between them.
Nuveen California's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Nuveen California's valuation are provided below:Market Capitalization 1.8 B |
Nuveen |
Nuveen California 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Nuveen California's fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Nuveen California.
| 12/04/2025 |
| 03/04/2026 |
If you would invest 0.00 in Nuveen California on December 4, 2025 and sell it all today you would earn a total of 0.00 from holding Nuveen California Dividend or generate 0.0% return on investment in Nuveen California over 90 days. Nuveen California is related to or competes with Blackrock Muniyield, Blackrock Muniholdings, Blackrock Enhanced, Aberdeen Total, Pimco Energy, Wasatch International, and Schwab Target. Nuveen California Quality Municipal Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investment... More
Nuveen California Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Nuveen California's fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Nuveen California Dividend upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4319 | |||
| Information Ratio | 0.0298 | |||
| Maximum Drawdown | 1.53 | |||
| Value At Risk | (0.60) | |||
| Potential Upside | 0.5063 |
Nuveen California Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen California's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Nuveen California's standard deviation. In reality, there are many statistical measures that can use Nuveen California historical prices to predict the future Nuveen California's volatility.| Risk Adjusted Performance | 0.1124 | |||
| Jensen Alpha | 0.045 | |||
| Total Risk Alpha | 0.0302 | |||
| Sortino Ratio | 0.0239 | |||
| Treynor Ratio | 0.7994 |
Nuveen California March 4, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1124 | |||
| Market Risk Adjusted Performance | 0.8094 | |||
| Mean Deviation | 0.2744 | |||
| Semi Deviation | 0.322 | |||
| Downside Deviation | 0.4319 | |||
| Coefficient Of Variation | 607.55 | |||
| Standard Deviation | 0.3473 | |||
| Variance | 0.1206 | |||
| Information Ratio | 0.0298 | |||
| Jensen Alpha | 0.045 | |||
| Total Risk Alpha | 0.0302 | |||
| Sortino Ratio | 0.0239 | |||
| Treynor Ratio | 0.7994 | |||
| Maximum Drawdown | 1.53 | |||
| Value At Risk | (0.60) | |||
| Potential Upside | 0.5063 | |||
| Downside Variance | 0.1866 | |||
| Semi Variance | 0.1037 | |||
| Expected Short fall | (0.28) | |||
| Skewness | (0.75) | |||
| Kurtosis | 0.045 |
Nuveen California Backtested Returns
At this point, Nuveen California is very steady. Nuveen California has Sharpe Ratio of 0.15, which conveys that the entity had a 0.15 % return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for Nuveen California, which you can use to evaluate the volatility of the fund. Please verify Nuveen California's Mean Deviation of 0.2744, downside deviation of 0.4319, and Risk Adjusted Performance of 0.1124 to check out if the risk estimate we provide is consistent with the expected return of 0.0513%. The fund secures a Beta (Market Risk) of 0.059, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Nuveen California's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen California is expected to be smaller as well.
Auto-correlation | 0.58 |
Modest predictability
Nuveen California Dividend has modest predictability. Overlapping area represents the amount of predictability between Nuveen California time series from 4th of December 2025 to 18th of January 2026 and 18th of January 2026 to 4th of March 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Nuveen California price movement. The serial correlation of 0.58 indicates that roughly 58.0% of current Nuveen California price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.58 | |
| Spearman Rank Test | 0.54 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Nuveen California Dividend reported net income of (26.98 Million). This is much lower than that of the Financial Services family and significantly lower than that of the Asset Management category. The net income for all United States funds is notably higher than that of the company.
Nuveen Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Nuveen California's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Nuveen California could also be used in its relative valuation, which is a method of valuing Nuveen California by comparing valuation metrics of similar companies.Nuveen California is currently under evaluation in net income among similar funds.
Nuveen Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Nuveen California's current stock value. Our valuation model uses many indicators to compare Nuveen California value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Nuveen California competition to find correlations between indicators driving Nuveen California's intrinsic value. More Info.Nuveen California Dividend is rated below average in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.02 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Nuveen California Dividend is roughly 42.94 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Nuveen California's earnings, one of the primary drivers of an investment's value.Nuveen Fundamentals
| Return On Equity | -1.2 | ||||
| Return On Asset | 1.83 | ||||
| Profit Margin | (20.73) % | ||||
| Operating Margin | 80.02 % | ||||
| Current Valuation | 2.76 B | ||||
| Shares Outstanding | 144.74 M | ||||
| Shares Owned By Institutions | 14.61 % | ||||
| Number Of Shares Shorted | 20.91 K | ||||
| Price To Earning | 29.63 X | ||||
| Price To Book | 0.69 X | ||||
| Price To Sales | 12.42 X | ||||
| Revenue | 130.15 M | ||||
| Gross Profit | 130.15 M | ||||
| Net Income | (26.98 M) | ||||
| Cash And Equivalents | 448.53 K | ||||
| Cash Per Share | 0.01 X | ||||
| Total Debt | 1.28 B | ||||
| Debt To Equity | 0.59 % | ||||
| Current Ratio | 2.27 X | ||||
| Book Value Per Share | 16.08 X | ||||
| Cash Flow From Operations | 99.07 M | ||||
| Short Ratio | 0.07 X | ||||
| Earnings Per Share | 0.38 X | ||||
| Number Of Employees | 23 | ||||
| Beta | 0.32 | ||||
| Market Capitalization | 1.81 B | ||||
| Total Asset | 508.65 M | ||||
| Retained Earnings | 4.92 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 3.51 % | ||||
| One Year Return | 4.53 % | ||||
| Three Year Return | 4.43 % | ||||
| Five Year Return | (0.51) % | ||||
| Last Dividend Paid | 0.53 |
About Nuveen California Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Nuveen California Dividend's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Nuveen California using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Nuveen California Dividend based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Nuveen Fund
Nuveen California 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 California security.
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