Nuveen Core Plus Etf Performance
| NCPB Etf | 25.37 0.05 0.20% |
The etf secures a Beta (Market Risk) of 0.0823, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Nuveen Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen Core is expected to be smaller as well.
Risk-Adjusted Performance
Fair
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Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Core Plus are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Nuveen Core is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
Nuveen Core Relative Risk vs. Return Landscape
If you would invest 2,514 in Nuveen Core Plus on October 16, 2025 and sell it today you would earn a total of 23.00 from holding Nuveen Core Plus or generate 0.91% return on investment over 90 days. Nuveen Core Plus is currently generating 0.0148% in daily expected returns and assumes 0.1566% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% of etfs are less volatile than Nuveen, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Nuveen Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Core's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Nuveen Core Plus, and traders can use it to determine the average amount a Nuveen Core'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 = 0.0946
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| Negative Returns | NCPB |
Based on monthly moving average Nuveen Core is performing at about 7% 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 Core by adding it to a well-diversified portfolio.
About Nuveen Core Performance
By analyzing Nuveen Core's fundamental ratios, stakeholders can gain valuable insights into Nuveen Core's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Nuveen Core 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 Core has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.