Nuveen Strategic Five Year Return vs. Year To Date Return
| FSFRX Fund | USD 9.97 0.08 0.81% |
For Nuveen Strategic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Nuveen Strategic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Nuveen Strategic Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Nuveen Strategic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Nuveen Strategic Income over time as well as its relative position and ranking within its peers.
Nuveen |
Nuveen Strategic Income Year To Date Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Nuveen Strategic's current stock value. Our valuation model uses many indicators to compare Nuveen Strategic value to that of its competitors to determine the firm's financial worth. Nuveen Strategic Income is one of the top funds in five year return among similar funds. It also is one of the top funds in year to date return among similar funds creating about 2.25 of Year To Date Return per Five Year Return. 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 Strategic's earnings, one of the primary drivers of an investment's value.Nuveen Year To Date Return vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Nuveen Strategic |
| = | 2.92 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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 Strategic |
| = | 6.57 % |
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 Strategic is currently under evaluation in year to date return among similar funds.
Nuveen Strategic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Nuveen Strategic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Nuveen Strategic will eventually generate negative long term returns. The profitability progress is the general direction of Nuveen Strategic's change in net profit over the period of time. It can combine multiple indicators of Nuveen Strategic, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests at least 80 percent of its net assets in income producing securities, including U.S. government securities residential and commercial mortgage-backed securities asset-backed securities domestic and foreign corporate debt obligations preferred securities and contingent capital securities fixed and floating rate loans debt obligations of foreign governments and municipal securities. It may invest up to 30 percent of its total assets in non-U.S. dollar denominated debt obligations of foreign corporations and governments.
Nuveen Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Nuveen Strategic. 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 Strategic 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 Strategic's important profitability drivers and their relationship over time.
Use Nuveen Strategic 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 Strategic 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 Strategic will appreciate offsetting losses from the drop in the long position's value.Nuveen Strategic Pair Trading
Nuveen Strategic Income Pair Trading Analysis
The ability to find closely correlated positions to Nuveen Strategic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Nuveen Strategic 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 Nuveen Strategic - 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 Nuveen Strategic Income to buy it.
The correlation of Nuveen Strategic 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 Nuveen Strategic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Nuveen Strategic Income 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 Nuveen Strategic 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 Strategic position
In addition to having Nuveen Strategic 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 Small Cap ETFs Thematic Idea Now
Small Cap ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Small Cap ETFs theme has 167 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 Small Cap ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Nuveen Mutual Fund
To fully project Nuveen Strategic's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Nuveen Strategic Income at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Nuveen Strategic's income statement, its balance sheet, and the statement of cash flows.
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