NCA:NYE-Nuveen California Municipal Value Fund Inc (USD)

FUND | Credit Services |

Last Closing

USD 8.73

Change

+0.01 (+0.11)%

Market Cap

N/A

Volume

0.13M

Analyst Target

USD 1.23
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-13 )

Largest Industry Peers for Credit Services

Symbol Name Price(Change) Market Cap
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MA Mastercard Inc

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COF Capital One Financial Corporat..

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SYF Synchrony Financial

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ALLY Ally Financial Inc

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OMF OneMain Holdings Inc

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BFH Bread Financial Holdings Inc

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MUI BlackRock Muni Intermediate Du..

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ENVA Enova International Inc

-1.01 (-0.97%)

USD 2.64B

ETFs Containing NCA

FTSD Franklin Liberty Short Du.. -5.91 % 0.25 %

-0.02 (-0.02%)

USD 0.16B

Market Performance

  Market Performance vs. Industry/Classification (Credit Services) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.57% 8% B- 22% F
Dividend Return 3.24% 33% F 53% F
Total Return 0.67% 5% F 22% F
Trailing 12 Months  
Capital Gain 5.69% 13% F 34% F
Dividend Return 3.86% 30% F 50% F
Total Return 9.55% 5% F 33% F
Trailing 5 Years  
Capital Gain -15.81% 25% F 27% F
Dividend Return 15.64% 50% F 51% F
Total Return -0.17% 21% F 24% F
Average Annual (5 Year Horizon)  
Capital Gain -3.53% 30% F 18% F
Dividend Return -1.83% 11% F 15% F
Total Return 1.69% 25% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 13.92% 78% C+ 70% C-
Risk Adjusted Return -13.17% 8% B- 14% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.