Nuveen Mutual Fund Manager Performance Evaluation

The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. Let's try to break down what Nuveen's beta means in this case. the returns on MARKET and Nuveen Santa are completely uncorrelated. Although it is extremely important to respect Nuveen Santa Barbara price patterns, it is better to be realistic regarding the information on equity historical price patterns. The philosophy towards estimating future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Nuveen Santa Barbara technical indicators, you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

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 Nuveen Performance
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Over the last 90 days Nuveen Santa Barbara has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Nuveen Santa is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low23.14
Fifty Two Week High30.04
Annual Report Expense Ratio1.15%

Nuveen Santa Relative Risk vs. Return Landscape

If you would invest (100.00)  in Nuveen Santa Barbara on June 26, 2021 and sell it today you would earn a total of  100.00  from holding Nuveen Santa Barbara or generate -100.0% return on investment over 90 days. Nuveen Santa Barbara is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Nuveen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 

Nuveen Santa Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Santa's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nuveen Santa Barbara, and traders can use it to determine the average amount a Nuveen Santa's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0

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Based on monthly moving average Nuveen Santa 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 Santa by adding it to a well-diversified portfolio.

Things to note about Nuveen Santa Barbara

Checking the ongoing alerts about Nuveen Santa for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Nuveen Santa Barbara help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Nuveen Santa Alerts

Equity Alerts and Improvement Suggestions

Nuveen Santa Barbara is not yet fully synchronised with the market data
Nuveen Santa Barbara has some characteristics of a very speculative penny stock
The fund generated three year return of -1.0%
Nuveen Santa Barbara maintains 96.36% of its assets in stocks
Check out Stocks Correlation. 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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

Other Tools for Nuveen Mutual Fund

When running Nuveen Santa Barbara price analysis, check to measure Nuveen Santa's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Nuveen Santa is operating at the current time. Most of Nuveen Santa's value examination focuses on studying past and present price action to predict the probability of Nuveen Santa's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Nuveen Santa's price. Additionally, you may evaluate how the addition of Nuveen Santa to your portfolios can decrease your overall portfolio volatility.
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