Nuveen Mortgage Competition

JLS Etf

USD 18.01 0.04 0.22%

The peer set for Nuveen Mortgage Opportunity commonly includes Nuveen Municipalome, PIMCO Global, Carlyle Credit, Nuveen Massachusetts, and Virtus Global. Gross margin gaps between Nuveen Mortgage and its closest rivals often point to structural cost advantages.

Pair Correlation for Nuveen Mortgage and GDL Closed Details

Weak diversification

Across the chosen horizon, Nuveen Mortgage and GDL Closed show a correlation of 0.57 and fall into the Weak diversification bucket. This chart helps evaluate whether adding GDL Closed genuinely reduces risk relative to holding Nuveen Mortgage alone.

Moving together with Nuveen Etf

0.75	ARP	Advisors Inner Circle	Pair Corr
0.77	PXMV	Invesco SAMPP MidCap	Pair Corr

Moving against Nuveen Etf

0.54	ENTR	EntrepreneurShares	Pair Corr
0.43	MAGS	Roundhill Magnificent	Pair Corr

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Statistical evidence for mean reversion in Nuveen Mortgage's can be observed through its tendency to revert after extreme valuations. Investors who believe in mean reversion view Nuveen Mortgage's price extremes as temporary dislocations that may self-correct. Valuation-driven investors use mean reversion to time Nuveen Mortgage's investments around historical valuation multiples. Historical data for Nuveen Mortgage shows that extreme valuations have tended to normalize over multi-year periods.

Hype

Prediction

Low	Estimated	High
17.47	18.01	18.55

Details

Intrinsic

Valuation

Low	Real	High
17.49	18.03	18.57

Details

Assessing Nuveen Mortgage's competitive position relative to sector peers reveals where the company stands in its industry. Nuveen Mortgage's current valuation may reflect market-wide multiple expansion rather than genuine competitive edge. Competitive analysis of Nuveen Mortgage involves measuring Nuveen Mortgage's position against direct competitors. Investment merit for Nuveen Mortgage is best assessed through the lens of competitive peer performance.

Nuveen Mortgage Competition Correlation Matrix

Competition correlation for Nuveen Mortgage Opportunity matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. The business currently sits in the Financial Services sector and the Asset Management industry. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.

	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM
META		0.25	0.1	0.43	-0.13	0.3	0.16	0.39	-0.16	-0.26	META
MSFT	0.25		0.84	0.29	-0.93	0.83	0.96	0.67	-0.89	-0.95	MSFT
UBER	0.1	0.84		0.22	-0.9	0.79	0.83	0.53	-0.77	-0.8	UBER
F	0.43	0.29	0.22		-0.3	0.65	0.18	0.59	0.02	-0.39	F
T	-0.13	-0.93	-0.9	-0.3		-0.85	-0.87	-0.56	0.86	0.88	T
A	0.3	0.83	0.79	0.65	-0.85		0.76	0.79	-0.63	-0.87	A
CRM	0.16	0.96	0.83	0.18	-0.87	0.76		0.69	-0.89	-0.95	CRM
JPM	0.39	0.67	0.53	0.59	-0.56	0.79	0.69		-0.44	-0.75	JPM
MRK	-0.16	-0.89	-0.77	0.02	0.86	-0.63	-0.89	-0.44		0.84	MRK
XOM	-0.26	-0.95	-0.8	-0.39	0.88	-0.87	-0.95	-0.75	0.84		XOM
	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM

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High positive correlations

CRM	+ 0.96	MSFT
XOM	+ 0.88	T
MRK	+ 0.86	T
UBER	+ 0.84	MSFT
XOM	+ 0.84	MRK
A	+ 0.83	MSFT

High negative correlations

XOM	- 0.95	CRM
XOM	- 0.95	MSFT
T	- 0.93	MSFT
T	- 0.9	UBER
MRK	- 0.89	CRM
MRK	- 0.89	MSFT

Nuveen Mortgage Competition Risk-Adjusted Indicators

Headline performance for Nuveen Etf may not fully reflect how the business compares across its competitive set. Risk-adjusted metrics help compare Nuveen Mortgage's efficiency and downside exposure against peers on a like-for-like basis. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
META	1.52	-0.06	0.00	-0.13	0.00	0.00	2.33	-2.82	14.24
MSFT	1.31	-0.32	0.00	-0.68	0.00	0.00	2.19	-2.87	13.28
UBER	1.55	-0.09	0.00	-0.22	0.00	0.00	3.18	-3.60	11.09
F	1.36	-0.08	0.00	-0.14	0.00	0.00	3.61	-3.07	10.01
T	1.11	0.27	0.23	-1.68	1.13	-1.23	3.87	-1.92	8.53
A	1.22	-0.32	0.00	-5.94	0.00	0.00	2.48	-3.01	7.20
CRM	1.87	-0.45	0.00	-0.77	0.00	0.00	3.41	-6.09	9.78
JPM	1.12	-0.02	0.00	-0.08	0.00	0.00	2.02	-2.63	8.17
MRK	1.10	0.28	0.23	0.52	1.15	-1.26	2.54	-1.94	7.29
XOM	1.27	0.54	0.39	13.33	1.04	-1.49	2.90	-2.12	6.83

Nuveen Mortgage Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	JLS	NMI	PGP	CCIF	NMT	VGI	PCF	CEE	IAE	IHD
	0.22 18.01 Nuveen	0.60 9.87 Nuveen	0.48 8.27 PIMCO	1.30 3.11 Carlyle	0.91 11.92 Nuveen	0.95 7.40 Virtus	1.09 5.46 Putnam	1.83 17.15 Central	1.75 7.29 Voya	0.46 6.47 Voya
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Elevated	Very Low	Very Low	Low	Very Low	Low	Low
Market Performance (90 Days Performance)	Mild	Weak	Weak	Weak	Constructive	Weak	Weak	Weak	Soft	Mild
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Small	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Cautious Hold	Hold	Strong Sell	Buy	Cautious Hold	Hold	Buy	Hold	Strong Buy
Price To Sales	N/A	21.46	6.64	N/A	14.71	N/A	18.17	5.29	N/A	N/A
Three Year Return	9.89	4.43	18.29	-19.0	2.15	8.47	9.09	43.78	15.89	17.35
Net Asset	N/A	N/A	1.4 B	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Annual Yield	0.0066	0.0038	0.0067	N/A	0.0043	0.0059	0.0078	0.0135	0.0181	0.02
Price To Book	N/A	0.83	0.75	N/A	0.72	N/A	0.8	1.06	N/A	N/A
Five Year Return	4.31	1.19	7.2	-9.2	-1.41	1.33	5.88	-6.05	6.34	6.32
Year To Date Return	0.3	0.44	0.72	N/A	0.51	0.0987	0.84	5.87	3.96	4.79
One Year Return	7.65	2.26	16.1	-46.3	2.38	7.31	1.26	39.13	25.82	28.21
Last Dividend Paid	1.0	0.36	0.83	N/A	0.4	0.96	0.88	0.95	0.86	0.72
Price To Earning	16.08	48.26	10.43	N/A	13.62	38.2	113.44	0.56	N/A	N/A
Beta	0.15	0.13	1.03	N/A	0.33	0.4	0.81	1.29	0.66	0.75
Day Typical Price	17.97	9.89	8.25	3.1	11.95	7.38	5.47	17.26	7.3	6.46
Accumulation Distribution	0.0323	397.03	1309.27	0.0129	471.9	0.0095	190.75	802.81	928.25	760.28
Market Facilitation Index	0.59	0.0	0.0	0.04	0.0	0.07	0.0	0.0	0.0	0.0
Daily Balance Of Power	0.0678	-0.33	-0.15	1.0	-0.85	1.0	-1.50	-0.62	-0.87	-0.38
Period Momentum Indicator	0.04	-0.06	-0.04	0.04	-0.11	0.07	-0.06	-0.32	-0.13	-0.03
Rate Of Daily Change	1.0	0.99	1.0	1.01	0.99	1.01	0.99	0.98	0.98	1.0
Day Median Price	17.95	9.9	8.25	3.09	11.97	7.37	5.48	17.32	7.31	6.45
Price Action Indicator	0.075	-0.06	0.005	0.04	-0.10	0.07	-0.05	-0.33	-0.08	0.005
Coefficient Of Variation	3537.82	3710.62	-1,603	-514.50	776.77	-1,382	-744.20	3013.84	3433.57	1102.21
Mean Deviation	0.4292	0.3786	0.6777	1.85	0.4035	0.384	0.4945	1.31	0.9254	0.9827
Jensen Alpha	0.003	0.0078	-0.04	-0.56	0.066	-0.03	-0.09	0.0881	0.0612	0.1551
Total Risk Alpha	0.0498	0.0427	0.0039	-0.33	0.0984	-0.01	-0.05	0.172	0.1277	0.2137
Sortino Ratio	0.1231	0.1381	N/A	N/A	0.2299	N/A	N/A	0.0659	0.0625	0.1041
Downside Variance	0.3182	0.2357	N/A	N/A	0.2777	N/A	N/A	2.68	2.12	2.79
Standard Deviation	0.5652	0.5039	0.9124	2.73	0.5254	0.5174	0.7383	1.64	1.29	1.33
Kurtosis	0.3992	2.17	0.9586	2.98	0.809	0.9265	4.42	0.0845	1.22	1.76
Potential Upside	0.8924	0.7099	1.24	3.63	0.8897	0.6536	1.01	2.78	2.47	1.9
Treynor Ratio	-0.13	0.0538	-0.15	1.86	0.4373	-0.22	-0.30	0.0648	0.0521	0.1577
Maximum Drawdown	2.84	3.0	4.17	14.03	2.88	2.41	5.05	8.28	7.21	6.42
Variance	0.3194	0.2539	0.8325	7.44	0.276	0.2677	0.5451	2.7	1.67	1.77
Market Risk Adjusted Performance	-0.12	0.0638	-0.14	1.87	0.4473	-0.21	-0.29	0.0748	0.0621	0.1677
Risk Adjusted Performance	0.0187	0.0158	-0.05	-0.15	0.0998	-0.07	-0.11	0.0322	0.0275	0.0781
Skewness	-0.01	0.6216	-0.88	-0.94	-0.26	-0.97	0.4791	-0.13	0.0062	-0.97
Semi Deviation	0.5002	0.4272	N/A	N/A	0.4073	N/A	N/A	1.55	1.32	1.5
Information Ratio	0.1229	0.1331	-0.0037	-0.17	0.2305	0.031	-0.06	0.0657	0.0706	0.131
Value At Risk	-1.00	-0.80	-2.26	-5.38	-0.91	-1.16	-1.18	-2.40	-2.17	-2.44
Expected Short fall	-0.52	-0.44	N/A	N/A	-0.48	N/A	N/A	-1.45	-0.91	-0.97
Downside Deviation	0.5641	0.4855	N/A	N/A	0.5269	N/A	N/A	1.64	1.46	1.67
Semi Variance	0.2502	0.1825	N/A	N/A	0.1659	N/A	N/A	2.39	1.73	2.25

Nuveen Mortgage Competition Peer Performance Charts

How to Analyze Nuveen Mortgage Against Peers

Nuveen Mortgage's peer analysis compares Nuveen Mortgage with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Nuveen Mortgage trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Nuveen Mortgage leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Insider ownership at Nuveen Mortgage is higher than at most peers, which can align management incentives with shareholder interests. Nuveen Mortgage may trade at a premium to peers, but only sustained outperformance justifies the gap long-term. Comparative analysis works best when peers share business drivers, cycle exposure, and capital structure characteristics.

Data shown for Nuveen Mortgage Opportunity is aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Source publication timing can introduce delays.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board

Last reviewed on March 16th, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

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