Nuveen Amt-free Year To Date Return vs. Beta
| NUW Fund | USD 13.94 0.05 0.36% |
For Nuveen Amt-free profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Nuveen Amt-free to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Nuveen Amt Free Municipal utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Nuveen Amt-free's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Nuveen Amt Free Municipal over time as well as its relative position and ranking within its peers.
Nuveen |
Nuveen Amt Free Beta vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Nuveen Amt-free's current stock value. Our valuation model uses many indicators to compare Nuveen Amt-free value to that of its competitors to determine the firm's financial worth. Nuveen Amt Free Municipal is rated below average in year to date return among similar funds. It is number one fund in beta among similar funds totaling about 0.03 of Beta per Year To Date Return. The ratio of Year To Date Return to Beta for Nuveen Amt Free Municipal is roughly 34.22 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Nuveen Amt-free by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Nuveen Beta vs. Year To Date Return
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 Amt-free |
| = | 1.71 % |
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.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Nuveen Amt-free |
| = | 0.05 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Nuveen Beta Comparison
Nuveen Amt is currently under evaluation in beta among similar funds.
Beta Analysis
As returns on the market increase, Nuveen Amt-free's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen Amt-free is expected to be smaller as well.
Nuveen Amt-free Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Nuveen Amt-free, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Nuveen Amt-free will eventually generate negative long term returns. The profitability progress is the general direction of Nuveen Amt-free's change in net profit over the period of time. It can combine multiple indicators of Nuveen Amt-free, 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.
Nuveen AMT-Free Municipal Value Fund is a close-ended fixed income mutual fund launched by Nuveen Investments Inc. Nuveen AMT-Free Municipal Value Fund was formed on November 19, 2008 and is domiciled in the United States. Nuveen Muni is traded on New York Stock Exchange in the United States.
Nuveen Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Nuveen Amt-free. 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 Amt-free 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 Amt-free's important profitability drivers and their relationship over time.
| Year To Date Return vs Price To Earning | ||
| Annual Yield vs Beta | ||
| Year To Date Return vs One Year Return | ||
| Three Year Return vs Beta | ||
| Year To Date Return vs Five Year Return | ||
| Last Dividend Paid vs Beta |
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Nuveen Amt-free without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Comparator Now
Portfolio ComparatorCompare the composition, asset allocations and performance of any two portfolios in your account |
| All Next | Launch Module |
Use Investing Themes to Complement your Nuveen Amt-free position
In addition to having Nuveen Amt-free 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 Retail Thematic Idea Now
Retail
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Retail theme has 61 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 Retail Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Nuveen Fund
To fully project Nuveen Amt-free's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Nuveen Amt Free 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 Amt-free's income statement, its balance sheet, and the statement of cash flows.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |