Nuveen Small Three Year Return vs. Year To Date Return
Taking into consideration Nuveen Small's profitability measurements, Nuveen Small Cap may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in December. Profitability indicators assess Nuveen Small's ability to earn profits and add value for shareholders.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
Please note, there is a significant difference between Nuveen Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Nuveen Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Nuveen Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
For Nuveen Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Nuveen Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Nuveen Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Nuveen Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Nuveen Small Cap over time as well as its relative position and ranking within its peers.
Nuveen |
Nuveen Small Cap Year To Date Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Nuveen Small's current stock value. Our valuation model uses many indicators to compare Nuveen Small value to that of its competitors to determine the firm's financial worth. Nuveen Small Cap is one of the top funds in three year return among similar funds. It is rated below average in year to date return among similar funds creating about 0.92 of Year To Date Return per Three Year Return. The ratio of Three Year Return to Year To Date Return for Nuveen Small Cap is roughly 1.09 . 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 Small's earnings, one of the primary drivers of an investment's value.Nuveen Year To Date Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Nuveen Small |
| = | 21.48 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Nuveen Small |
| = | 19.66 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Nuveen Year To Date Return Comparison
Nuveen Small is currently under evaluation in year to date return among similar funds.
Nuveen Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Nuveen Small. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Nuveen Small position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Nuveen Small's important profitability drivers and their relationship over time.
Use Nuveen Small in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Nuveen Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Nuveen Small will appreciate offsetting losses from the drop in the long position's value.Nuveen Small Pair Trading
Nuveen Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Stanley Black could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Stanley Black when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Stanley Black - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Stanley Black Decker to buy it.
The correlation of Stanley Black is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Stanley Black moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Stanley Black Decker moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Stanley Black can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Nuveen Small position
In addition to having Nuveen Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Recreation Thematic Idea Now
Recreation
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Recreation theme has 33 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Recreation Theme or any other thematic opportunities.
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Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Other Consideration for investing in Nuveen Mutual Fund
If you are still planning to invest in Nuveen Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Nuveen Small's history and understand the potential risks before investing.
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