Nuveen Small Cap Fund Manager Performance Evaluation
| ARSTX Fund | USD 16.80 0.04 0.24% |
The fund secures a Beta (Market Risk) of 1.5, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Nuveen Small will likely underperform.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Small Cap are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Nuveen Small may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.9900 |
Nuveen |
Nuveen Small Relative Risk vs. Return Landscape
If you would invest 1,507 in Nuveen Small Cap on August 30, 2024 and sell it today you would earn a total of 173.00 from holding Nuveen Small Cap or generate 11.48% return on investment over 90 days. Nuveen Small Cap is currently producing 0.181% returns and takes up 1.3135% volatility of returns over 90 trading days. Put another way, 11% 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 Small Current Valuation
Fairly Valued
Today
Please note that Nuveen Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nuveen Small Cap secures a last-minute Real Value of $16.52 per share. The latest price of the fund is $16.8. We determine the value of Nuveen Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Mutual Fund. However, Nuveen Small'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 16.8 | Real 16.52 | Hype 16.84 | Naive 16.68 |
The intrinsic value of Nuveen Small'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 Small'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 Small 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 Small more accurately as focusing exclusively on Nuveen Small's fundamentals will not take into account other important factors: Nuveen Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nuveen Small Cap, and traders can use it to determine the average amount a Nuveen Small'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 = 0.1378
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ARSTX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.31 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Nuveen Small is performing at about 10% 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 Small by adding it to a well-diversified portfolio.
Nuveen Small Fundamentals Growth
Nuveen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Small, and Nuveen Small 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 | 19.06 X | |||
| Price To Book | 2.18 X | |||
| Price To Sales | 1.82 X | |||
| Total Asset | 102.84 M | |||
About Nuveen Small Performance
Evaluating Nuveen Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nuveen Small 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 Small 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 common stocks of small-capitalization companies. Small-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell 2000 Index on the last business day of the month in which its most recent reconstitution was completed.Things to note about Nuveen Small Cap performance evaluation
Checking the ongoing alerts about Nuveen Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nuveen Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 99.42% of its assets under management (AUM) in equities |
- Analyzing Nuveen Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Small's mutual fund. These opinions can provide insight into Nuveen Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Mutual Fund
Nuveen Small 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 Small security.
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