Nuveen Real Estate Fund Manager Performance Evaluation

FREAX Fund  USD 15.11  -0.08  -0.53%   
The fund has a beta of -0.16, which means relatively modest fluctuations relative to the market. As returns on the market increase, returns on NUVEEN REAL tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, NUVEEN REAL is likely to outperform the market.
Risk-Adjusted Performance
Balanced
 
Weak
 
Strong
Compared with the broader market, risk-adjusted returns on Nuveen Real Estate rank lower than 12% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat weak basic indicators, NUVEEN REAL may actually be approaching a critical reversion point that can send shares even higher in April 2026. Learn More
Expense Ratio Date30th of April 2025
Expense Ratio1.1800
  

Relative Risk vs. Return Landscape

If you had invested $ 1,414 in Nuveen Real Estate on December 13, 2025 and sold it today you would have earned a total of $ 105.00 from holding Nuveen Real Estate or generated 7.43% return on investment over 90 days. Nuveen Real Estate is currently producing a 0.1222% return and carries 0.7517% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than NUVEEN, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
This relative risk-return summary reviews how the instrument behaves against its benchmark. It highlights whether the current reward profile compensates for the level of uncertainty assumed. Assuming a 90-day horizon NUVEEN REAL is expected to generate 0.95 times more return on investment than the market. However, the fund is 1.05 times less risky than the market. It trades about 0.16 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.08 per unit of risk.

Historical Prices of Nuveen Real Estate

Below is the normalized historical share price chart for Nuveen Real Estate extending back to September 29, 1995. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of NUVEEN REAL stands at 15.11, as last reported on the 13th of March 2026, with the highest price reaching 15.11 and the lowest price hitting 15.11 during the day.
Macro event markers
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

The tendency of NUVEEN Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of organized markets for forecasting. However, many studies suggest that some traded funds are consistently mispriced before demand and supply correct the spread. One possible explanation is that these funds carry additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
15.11 90 days 15.11
about 20.08
Based on a normal probability distribution, the odds of NUVEEN REAL moving above the current price in 90 days from now are about 20.08 (This Nuveen Real Estate probability density function shows the probability of NUVEEN Mutual Fund falling within a particular range of prices over 90 days).
Assuming a 90-day horizon Nuveen Real Estate has a beta of -0.16. This usually indicates that as returns on the benchmark increase, returns on NUVEEN REAL tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, Nuveen Real Estate is likely to outperform the market. Additionally, Nuveen Real Estate has an alpha of 0.1304, implying that it can generate a 0.1304 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   NUVEEN REAL Price Density   
       Price  

Predictive Modules for NUVEEN REAL

There are currently many different techniques concerning forecasting the fund market as a whole, as well as predicting future values of individual instruments such as Nuveen Real Estate. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of NUVEEN REAL's price to converge to an average value over time is called mean reversion.
Hype
Prediction
LowEstimatedHigh
14.4315.1815.93
Details
Intrinsic
Valuation
LowRealHigh
14.3115.0615.81
Details
Naive
Forecast
LowNextHigh
14.0514.8015.55
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.9315.3515.76
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as NUVEEN REAL. Your research has to be compared to or analyzed against NUVEEN REAL's peers to derive any actionable benefits.

Primary Risk Indicators

The last 10-20 years have been a volatile period for the mutual fund market. NUVEEN REAL is no exception. The market experienced several large corrections towards NUVEEN REAL's value, including sharp drops and substantial rallies. An investor can limit portfolio swings by implementing a hedging strategy designed to reduce downside losses. If you hold Nuveen Real Estate, one way to protect your portfolio is to watch for changing volatility and market elasticity of NUVEEN REAL within the framework of fundamental risk indicators.
α
Alpha over Dow Jones
0.13
β
Beta against Dow Jones-0.16
σ
Overall volatility
0.62
Ir
Information ratio 0.22

Investor Alerts and Insights

Automated alerts tied to NUVEEN REAL help investors stay ahead of material changes in fund conditions. Monitoring ongoing notifications for Nuveen Real Estate is a practical way to spot shifts in technical or fundamental signals that may affect investment timing.
Latest headline from news.google.com: Mobile Infrastructure Corporation Competitors - Meyka
The fund retains 97.39% of its assets under management (AUM) in equities

NUVEEN REAL Fundamentals Growth

NUVEEN Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of NUVEEN REAL, and NUVEEN REAL fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on NUVEEN Mutual Fund performance.

Performance Metrics & Calculation Methodology

NUVEEN REAL performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Risk-adjusted measures provide context for return efficiency across regimes.

Unless otherwise specified, data for Nuveen Real Estate is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board