Nuveen Santa Financials
We recommend to make use of Nuveen Santa Barbara fundamental analysis to find out if markets are presently mispricing the entity. Strictly speaking this technique allows you to check out available financial ratios of Nuveen Santa Barbara as well as the relationship between them. We were able to break down sixteen available fundamentals for Nuveen Santa, which can be compared to its peers in the industry.
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Please note that past performance is not an indicator of the future performance of Nuveen Santa, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Nuveen Santa Fund Summary
Nuveen Santa competes with Jp Morgan, Jpmorgan Smartretirement, Dimensional Retirement, Fidelity Managed, and American Funds. The investment seeks an attractive total return comprised of income from dividends and long-term capital appreciation. Nuveen Santa is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | CO John Nuveen |
| Mutual Fund Family | Nuveen |
| Mutual Fund Category | World Large-Stock Blend |
| Benchmark | NYSE Composite |
| Phone | 800 257 8787 |
| Currency | USD - US Dollar |
You should never invest in Nuveen Santa Barbara without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Nuveen Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Nuveen Santa's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Nuveen Santa Key Financial Ratios
Generally speaking, Nuveen Santa's financial ratios allow both analysts and investors to convert raw data from Nuveen Santa's financial statements into concise, actionable information that can be used to evaluate the performance of Nuveen Santa over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Nuveen Santa Barbara reports annually and quarterly.Nuveen Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Nuveen Santa's current stock value. Our valuation model uses many indicators to compare Nuveen Santa value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Nuveen Santa competition to find correlations between indicators driving Nuveen Santa's intrinsic value. More Info.Nuveen Santa Barbara is number one fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Nuveen Santa Barbara is roughly 6.84 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Nuveen Santa by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Nuveen Santa'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 Santa's earnings, one of the primary drivers of an investment's value.Nuveen Santa Barbara Systematic Risk
Nuveen Santa's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Nuveen Santa volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Nuveen Santa Barbara correlated with the market. If Beta is less than 0 Nuveen Santa generally moves in the opposite direction as compared to the market. If Nuveen Santa Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Nuveen Santa Barbara is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Nuveen Santa is generally in the same direction as the market. If Beta > 1 Nuveen Santa moves generally in the same direction as, but more than the movement of the benchmark.
Nuveen Santa April 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Nuveen Santa help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Nuveen Santa Barbara. We use our internally-developed statistical techniques to arrive at the intrinsic value of Nuveen Santa Barbara based on widely used predictive technical indicators. In general, we focus on analyzing Nuveen Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Nuveen Santa's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6657 | |||
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 3.01 | |||
| Value At Risk | (0.98) | |||
| Potential Upside | 1.07 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Nuveen Santa Barbara. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Nuveen Santa Barbara information on this page should be used as a complementary analysis to other Nuveen Santa's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.