Nuveen Preferred Annual Yield vs. Year To Date Return
| NPSCX Fund | USD 15.25 0.09 0.59% |
For Nuveen Preferred profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Nuveen Preferred to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Nuveen Preferred Securities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Nuveen Preferred's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Nuveen Preferred Securities over time as well as its relative position and ranking within its peers.
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Nuveen Preferred Sec Year To Date Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Nuveen Preferred's current stock value. Our valuation model uses many indicators to compare Nuveen Preferred value to that of its competitors to determine the firm's financial worth. Nuveen Preferred Securities is number one fund in annual yield among similar funds. It is number one fund in year to date return among similar funds creating about 834.89 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Nuveen Preferred by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Nuveen Preferred'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 Preferred's earnings, one of the primary drivers of an investment's value.Nuveen Year To Date Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
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| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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.
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| = | 3.67 % |
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 Preferred is currently under evaluation in year to date return among similar funds.
Nuveen Preferred Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Nuveen Preferred, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Nuveen Preferred will eventually generate negative long term returns. The profitability progress is the general direction of Nuveen Preferred's change in net profit over the period of time. It can combine multiple indicators of Nuveen Preferred, 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.
Under normal circumstances, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in preferred securities and other income producing securities. The advisor intends to invest at least 25 percent of its assets in the securities of companies principally engaged in financial services. It normally invests at least 50 percent of its net assets in securities rated investment grade. The fund may invest up to 50 percent of its net assets in securities rated below investment grade or unrated securities judged to be of comparable quality.
Nuveen Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Nuveen Preferred. 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 Preferred 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 Preferred's important profitability drivers and their relationship over time.
Use Nuveen Preferred 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 Preferred 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 Preferred will appreciate offsetting losses from the drop in the long position's value.Nuveen Preferred Pair Trading
Nuveen Preferred Securities Pair Trading Analysis
The ability to find closely correlated positions to Nuveen Preferred 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 Preferred 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 Preferred - 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 Preferred Securities to buy it.
The correlation of Nuveen Preferred 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 Preferred moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Nuveen Preferred Sec 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 Preferred 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 Preferred position
In addition to having Nuveen Preferred 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 Electrical Equipment Thematic Idea Now
Electrical Equipment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Electrical Equipment 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 Electrical Equipment Theme or any other thematic opportunities.
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Check out Correlation Analysis. Note that the Nuveen Preferred Sec information on this page should be used as a complementary analysis to other Nuveen Preferred'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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
To fully project Nuveen Preferred's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Nuveen Preferred Sec 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 Preferred's income statement, its balance sheet, and the statement of cash flows.