Nuveen Preferred Income Fund Manager Performance Evaluation
| JPC Fund | USD 8.08 0.05 0.62% |
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 Preferred's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen Preferred is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Preferred Income are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather sound basic indicators, Nuveen Preferred is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
...more1 | JPC stock touches 52-week high at 7.93 amid market rally - Investing.com | 09/12/2024 |
2 | JPalmer Collective Completes 72 Million Capital Raise to Accelerate Growth and Fund New Clients - Yahoo Canada Finance | 10/17/2024 |
3 | APPOINTMENTS Round up of key moves at companies across the North East - The Northern Echo | 11/14/2024 |
| Expense Ratio | 1.7100 |
Nuveen |
Nuveen Preferred Relative Risk vs. Return Landscape
If you would invest 765.00 in Nuveen Preferred Income on August 31, 2024 and sell it today you would earn a total of 43.00 from holding Nuveen Preferred Income or generate 5.62% return on investment over 90 days. Nuveen Preferred Income is generating 0.0886% of daily returns assuming volatility of 0.5919% on return distribution over 90 days investment horizon. In other words, 5% 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 Preferred Current Valuation
Fairly Valued
Today
Please note that Nuveen Preferred's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nuveen Preferred Income secures a last-minute Real Value of $8.03 per share. The latest price of the fund is $8.08. We determine the value of Nuveen Preferred Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend purchasing undervalued funds and exiting overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Nuveen Preferred is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Fund. However, Nuveen Preferred'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 8.08 | Real 8.03 | Hype 8.08 | Naive 8.06 |
The real value of Nuveen Fund, also known as its intrinsic value, is the underlying worth of Nuveen Preferred Income Fund, which is reflected in its stock price. It is based on Nuveen Preferred's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Nuveen Preferred'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, or news.
Estimating the potential upside or downside of Nuveen Preferred Income 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 Preferred more accurately as focusing exclusively on Nuveen Preferred's fundamentals will not take into account other important factors: Nuveen Preferred Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Preferred's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Nuveen Preferred Income, and traders can use it to determine the average amount a Nuveen Preferred'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 = 0.1496
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Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Nuveen Preferred is performing at about 11% 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 Preferred by adding it to a well-diversified portfolio.
Nuveen Preferred Fundamentals Growth
Nuveen Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Preferred, and Nuveen Preferred 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.
| Return On Equity | -9.42 | |||
| Return On Asset | 3.07 | |||
| Profit Margin | (101.44) % | |||
| Operating Margin | 85.29 % | |||
| Current Valuation | 1.29 B | |||
| Shares Outstanding | 103.84 M | |||
| Price To Earning | 13.37 X | |||
| Price To Book | 0.78 X | |||
| Price To Sales | 8.82 X | |||
| Revenue | 88.8 M | |||
| Cash And Equivalents | 7.14 M | |||
| Cash Per Share | 0.07 X | |||
| Total Debt | 525.97 M | |||
| Debt To Equity | 0.59 % | |||
| Book Value Per Share | 9.62 X | |||
| Cash Flow From Operations | 112.22 M | |||
| Earnings Per Share | (0.24) X | |||
| Total Asset | 924.58 M | |||
| Retained Earnings | (794.54 M) | |||
About Nuveen Preferred Performance
By analyzing Nuveen Preferred's fundamental ratios, stakeholders can gain valuable insights into Nuveen Preferred's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Nuveen Preferred 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 Preferred has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Nuveen Preferred Income Opportunities Fund is a closed ended balanced mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and NWQ Investment Management Company, LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in preferred securities, dividend paying stocks of companies, and corporate and taxable municipal debt securities which are rated BBBBaa or better by SP, Moodys, or Fitch. The fund employs fundamental analysis with a top-down stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against the BofAMerrill Lynch Preferred Stock Fixed Rate Index and the JPC Blended Index which is comprised of 82.5 percent BofAMerrill Lynch Preferred Stock Fixed Rate Index and 17.5 percent Barclays Capital Securities Index. The fund was formerly known as Nuveen Preferred Income Opportunities Fund. Nuveen Preferred Income Opportunities Fund was formed on March 26, 2003 and is domiciled in the United States.Things to note about Nuveen Preferred Income performance evaluation
Checking the ongoing alerts about Nuveen Preferred for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Nuveen Preferred Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: APPOINTMENTS Round up of key moves at companies across the North East - The Northern Echo |
- Analyzing Nuveen Preferred'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 Preferred's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Preferred'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 Preferred's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Preferred's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Preferred's fund. These opinions can provide insight into Nuveen Preferred's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nuveen Fund
Nuveen Preferred 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 Preferred security.
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