Nuveen preferred securities & income opportunities fund JPI.US Value Analysis
US StockFinancials
(No presentation for JPI)
JPI Value Score
3
24
15
Average Growth
- AI analysis rates JPI with a medium value score of 3.
- It is mainly due to adequate operating cash flow, but with concerns regarding potential higher debt.
- Over the past 3 months, JPI has maintained a consecutive value rating of 3.0, slightly higher than the rating of 2.4 over the past 3 years, indicating higher growth opportunities for enterprise value.
- Compared to all stocks in the Financials sector, JPI has a medium value rating.
JPI Value Reference Factors
The Value score is derived from various data and factor information, integrated through AI algorithms. The following factors are part of the evaluation used by AI value scores.
No related data records
Update to 2024/11/22 (Weekly Update)
JPI Financial Forecast
Unit : USD
Update to 2025/5/9 (Quarterly Update)
JPI Earnings Table
No related data records
JPI Historical Value Score
You can use historical scores of 3 or above to observe potential performance and make investment decisions.
JPI Value Strategy Backtest
The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.
Entry
Exit
The Backtest Result of JPI from 2012/07 till Now
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- Cumulative Return
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- Annual Return
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- Volatility
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- Sharpe Ratio
Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from July, 2012 to May, 2025. (Total Trades: 0)
| JPI | Sector | US Overall Market | |
|---|---|---|---|
| Wining Rate | - | 59% | 54% |
| Avg Return | - | 53.4% | 72.8% |
| Avg Profit | - | 105.3% | 165.9% |
| Avg Loss | - | -21.8% | -34.6% |
| Avg Risk-Reward Ratio | - | 484.1% | 479.2% |
Update to 2025/5/12 (Daily Update)