Nuveen NWQ (Ireland) Manager Performance Evaluation

IE00BD3QFJ93 -- Ireland Fund  

USD 19.02  0.36  0.02%

The fund secures Beta (Market Risk) of 0.0 which conveys that the returns on MARKET and Nuveen NWQ are completely uncorrelated. Even though it is essential to pay attention to Nuveen NWQ Flexible price patterns, it is always good to be careful when utilizing equity historical price patterns. Macroaxis philosophy towards estimating future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Nuveen NWQ exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Nuveen NWQ Flexible Relative Risk vs. Return Landscape

If you would invest  1,933  in Nuveen NWQ Flexibleome A USD on December 19, 2018 and sell it today you would lose (31.00)  from holding Nuveen NWQ Flexibleome A USD or give up 1.6% of portfolio value over 30 days. Nuveen NWQ Flexibleome A USD is generating negative expected returns and assumes 0.9259% volatility on return distribution over the 30 days horizon. Simply put, 8% of equities are less volatile than Nuveen NWQ and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Nuveen NWQ is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 2.14 times less risky than the market. the firm trades about -0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.01 of returns per unit of risk over similar time horizon.

Nuveen NWQ Current Valuation

Not valued
January 18, 2019
Market Value
Real Value
Target Odds
Odds Odds
Nuveen NWQ is Unknown risk asset. Nuveen NWQ Flexible last-minute Real Value cannot be determined due to lack of data. The latest price of Nuveen NWQ Flexible is $19.02. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Nuveen NWQ Flexible from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Nuveen NWQ Market Risk Analysis

Sharpe Ratio = -0.5774
Good Returns
Average Returns
Small Returns
Negative ReturnsIE00BD3QFJ93

Nuveen NWQ Relative Performance Indicators

Estimated Market Risk
  actual daily
 8 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 0 %
of total potential
Based on monthly moving average Nuveen NWQ is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Nuveen NWQ by adding it to a well-diversified portfolio.

Nuveen NWQ Performance Rating

Nuveen NWQ Flexibleome A USD Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Nuveen NWQ Flexibleome A USD has generated negative risk-adjusted returns adding no value to fund investors.

Nuveen NWQ Alerts

Equity Alerts and Improvement Suggestions

Nuveen NWQ Flexible is not yet fully synchronised with the market data
Nuveen NWQ Flexible generates negative expected return over the last 30 days
The fund retains about 50.68% of its assets under management (AUM) in fixed income securities

Nuveen NWQ Performance Indicators

Nuveen NWQ Flexible Basic Price Performance Measures

Fifty Two Week Low20.5400
Fifty Two Week High20.7700
Annual Report Expense Ratio1.50%
Please also check Risk vs Return Analysis. Please also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.