Nuveen Credit Strategiesome FundJQC +0.41%41 ROA % is 3.29% as of Jan. 2026, which is 18% above its 10-year median of 2.78. GuruFocus rates JQC with a GF Score™ of 41/100 and a GF Value™ of $3.07 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 1,639 Asset Management companies, Nuveen Credit Strategiesome Fund ranks worse than 52.65% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Nuveen Credit Strategiesome Fund's annualizedNet Income for the quarter that ended in Jan. 2026 was $46.08 Mil.
Nuveen Credit Strategiesome Fund's average Total Assets over the quarter that ended in Jan. 2026 was $1,400.99 Mil. Therefore, Nuveen Credit Strategiesome Fund's annualized ROA % for the quarter that ended in Jan. 2026 was 3.29%.
JQC'
s ROA % Range Over the Past 10 Years
Min: -3.81 Med: 2.78 Max: 7.78
Current: 3.49
During the past 9 years, Nuveen Credit Strategiesome Fund's highest ROA % was 7.78%. The lowest was -3.81%. And the median was 2.78%.
JQC's ROA % is ranked worse than 52.65% of 1639
companies
in the Asset Management industry
Industry Median: 3.95
vs JQC: 3.49
Nuveen Credit Strategiesome Fund (NYSE:JQC) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is two times the semi-annual (Jan. 2026) net income data. The Revenue data used here is two times the semi-annual (Jan. 2026) revenue data.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
Nuveen Credit Strategiesome Fund ROA % Related Terms
Nuveen Credit Strategiesome Fund ROA % Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Nuveen Credit Strategiesome Fund's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Nuveen Credit Strategiesome Fund ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Nuveen Credit Strategiesome Fund's ROA % distribution charts can be found below:
* The bar in red indicates where Nuveen Credit Strategiesome Fund's ROA % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is two times the semi-annual (Jan. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Nuveen Credit Strategiesome Fund (JQC) has a ROA % of 3.29% as of Jan. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Nuveen Credit Strategiesome Fund and its competitors. This is 18% above median its historical median of 2.78. According to the industry distribution chart, Nuveen Credit Strategiesome Fund ranks #863 out of 1639 companies in the Asset Management industry, placing it in the top 52.7%.
Is Nuveen Credit Strategiesome Fund's ROA % too high?
Nuveen Credit Strategiesome Fund's current ROA % of 3.29% is 18% above median its 10-year median of 2.78. The Asset Management industry median ROA % is 3.95. Nuveen Credit Strategiesome Fund's value of 3.29% is 16.7% below this industry median. Based on the distribution chart, Nuveen Credit Strategiesome Fund ranks #863 out of 1639 companies in the Asset Management industry, which is below the industry midpoint. Overall, Nuveen Credit Strategiesome Fund has a GF Score™ of 41/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Nuveen Credit Strategiesome Fund's ROA % compare to SLRC and FDUS?
According to the Asset Management industry distribution chart, Nuveen Credit Strategiesome Fund ranks #863 out of 1639 companies for ROA %. This places Nuveen Credit Strategiesome Fund in the lower half of its industry. The industry median ROA % is 3.95. Nuveen Credit Strategiesome Fund's value of 3.29% is 16.7% below this benchmark. While the company's 10-year median is 2.78 vs. the industry median of 3.95, Nuveen Credit Strategiesome Fund has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for an Asset Management company?
The median ROA % among Asset Management companies is 3.95, based on 1,639 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Nuveen Credit Strategiesome Fund's current ROA % of 3.29% is 16.7% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Nuveen Credit Strategiesome Fund and its competitors. For the Asset Management industry, the median ROA % is 3.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Nuveen Credit Strategiesome Fund's current ROA % is 3.29%, which is 18% above median its own 10-year median of 2.78. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Nuveen Credit Strategiesome Fund stock overvalued right now?
Based on GuruFocus' analysis, Nuveen Credit Strategiesome Fund (JQC) is currently considered Significantly Overvalued. The stock's GF Value™ is $3.07, compared to a current price of $4.84 — trading 57.7% above its estimated fair value. The current ROA % is 3.29%, which is 18% above median its 10-year median of 2.78 and 16.7% below the Asset Management industry median of 3.95. Nuveen Credit Strategiesome Fund's overall GF Score™ is 41/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Nuveen Credit Strategiesome Fund (JQC), the current ROA % is 3.29% as of Jan. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Nuveen Credit Strategiesome Fund (JQC) Overvalued in 2026?
Based on GuruFocus' analysis, Nuveen Credit Strategiesome Fund stock appears to be overvalued.
The current stock price of $4.84 is trading 57.7% above its estimated GF Value™ of $3.07.
GuruFocus considers Nuveen Credit Strategiesome Fund to be Significantly Overvalued.
Key valuation signals for JQC:
ROA %: 3.29% (18% above median its 10-year median of 2.78)
GF Value™: $3.07 vs. price of $4.84 (57.7% above fair value)
Industry Position: 16.7% below the Asset Management median (#863 of 1639)
No single metric tells the full story. See the JQC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Nuveen Credit Strategiesome Fund Business Description
Nuveen Credit Strategies Income Fund is a diversified closed-end management investment company. Its investment objective is to provide high current income and total return. The fund meets its investment objectives by investing its managed assets in senior secured and second lien loans, and its managed assets across the capital structure of companies (including equity securities) with a primary emphasis on high yield bonds, convertible securities and other forms of income-producing securities.
41GF Score
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