Nuveen Small Financial Statements From 2010 to 2024
| EMGRX Fund | USD 9.75 0.05 0.52% |
Check Nuveen Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Nuveen main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Nuveen financial statements analysis is a perfect complement when working with Nuveen Small Valuation or Volatility modules.
Nuveen |
Nuveen Small Cap Mutual Fund Year To Date Return Analysis
Nuveen Small's 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.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Nuveen Small Year To Date Return | 4.63 % |
Most of Nuveen Small's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Nuveen Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
According to the company's disclosures, Nuveen Small Cap has a Year To Date Return of 4.6286%. This is 7.89% higher than that of the Nuveen family and significantly higher than that of the Small Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Nuveen Small Cap Fundamental Drivers Relationships
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. You can analyze the relationship between different fundamental ratios across Nuveen Small competition to find correlations between indicators driving Nuveen Small's intrinsic value. More Info.Nuveen Small Cap is one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Nuveen Small Cap is roughly 9.07 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Nuveen Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Nuveen Small's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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.About Nuveen Small Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Nuveen Small income statement, its balance sheet, and the statement of cash flows. Nuveen Small investors use historical funamental indicators, such as Nuveen Small's revenue or net income, to determine how well the company is positioned to perform in the future. Although Nuveen Small investors may use each financial statement separately, they are all related. The changes in Nuveen Small's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Nuveen Small's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Nuveen Small Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Nuveen Small. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of small-capitalization companies. Nuveen Small is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Nuveen Small in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Nuveen Small's short interest history, or implied volatility extrapolated from Nuveen Small options trading.
Pair Trading with Nuveen Small
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.Moving together with Nuveen Mutual Fund
| 0.77 | NPSAX | Nuveen Preferred Sec | PairCorr |
| 0.77 | NPSFX | Nuveen Preferred Sec | PairCorr |
The ability to find closely correlated positions to Nuveen Small 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 Small 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 Small - 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 Small Cap to buy it.
The correlation of Nuveen Small 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 Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Nuveen Small Cap 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 Small 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.Check out the analysis of Nuveen Small Correlation against competitors. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.