NCA
Price:
$8.69
Market Cap:
$287.71M
Nuveen California Municipal Value Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of California. The fund invests primarily in municipal securities rated Baa/BBB or better. It invests in securities that provide income exempt from federal and California income tax. The fund employs fundamental analysis with bottom-up stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against the S&P California Municipal Bond Index and the S&P National Municipal Bond Index. Nuveen California Municipal Value F...[Read more]
Industry
Asset Management
IPO Date
1987-10-07
Stock Exchange
NYSE
Ticker
NCA
According to Nuveen California Municipal Value Fund’s latest financial reports and current stock price. The company's current ROE is 16.04%. This represents a change of 297.59% compared to the average of 4.03% of the last 4 quarters.
The mean historical ROE of Nuveen California Municipal Value Fund over the last ten years is 2.83%. The current 16.04% ROE has changed 465.81% with respect to the historical average. Over the past ten years (40 quarters), NCA's ROE was at its highest in in the August 2023 quarter at 10.95%. The ROE was at its lowest in in the May 2022 quarter at -4.19%.
Average
2.83%
Median
3.11%
Minimum
-8.56%
Maximum
11.36%
Discovering the peaks and valleys of Nuveen California Municipal Value Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 1.92%
Maximum Annual ROE = 11.36%
Minimum Annual Increase = -165.80%
Minimum Annual ROE = -8.56%
Year | ROE | Change |
---|---|---|
2024 | 5.64% | -165.80% |
2023 | -8.56% | 1.92% |
2022 | -0.42% | -28.60% |
2021 | -0.59% | -105.23% |
2020 | 11.36% | 298.79% |
2019 | 2.85% | -15.28% |
2018 | 3.36% | 247.18% |
2017 | 0.97% | -78.49% |
2016 | 4.51% | -51.22% |
2015 | 9.24% | 1.61% |
The current ROE of Nuveen California Municipal Value Fund (NCA) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
-1.12%
5-year avg
1.48%
10-year avg
2.83%
Nuveen California Municipal Value Fund’s ROE is less than Nuveen California Select Tax-Free Income Portfolio (12.50%), less than Nuveen New York Municipal Value Fund (6.57%), less than Nuveen California Quality Municipal Income Fund (6.12%), less than Nuveen California AMT-Free Quality Municipal Income Fund (15.50%), less than Nuveen Municipal Income Fund, Inc. (4.55%),
Company | ROE | Market cap |
---|---|---|
12.50% | $84.62M | |
6.57% | $157.70M | |
6.12% | $1.65B | |
15.50% | $613.19M | |
4.55% | $95.32M |
One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Nuveen California Municipal Value Fund using the financials and key metrics that matter to you in a single view.
The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:
Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.
Get your free trial here.
The easiest way to analyze a company like Nuveen California Municipal Value Fund or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.
Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.
Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.
What is the ROE?
How can you use the ROE?
What is Nuveen California Municipal Value Fund's ROE?
How is the ROE calculated for Nuveen California Municipal Value Fund (NCA)?
What is the highest ROE for Nuveen California Municipal Value Fund (NCA)?
What is the 3-year average ROE for Nuveen California Municipal Value Fund (NCA)?
What is the 5-year average ROE for Nuveen California Municipal Value Fund (NCA)?
How does the current ROE for Nuveen California Municipal Value Fund (NCA) compare to its historical average?