Sortino ratio is not yet available for NUDG. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar ETFs
The table compares Nuveen Dividend Growth Fund ETF Class's Sortino Ratio with other ETFs in the Dividend category across multiple time periods, showing how NUDG's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 8, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| LVHI | Franklin International Low Volatility High Dividend Index ETF | 4.69 | |||
| INCE | Franklin Income Equity Focus ETF | 4.00 | |||
| DEW | WisdomTree Global High Dividend Fund | 3.75 | |||
| DJD | Invesco Dow Jones Industrial Average Dividend ETF | 3.59 | |||
| ALTY | Global X Alternative Income ETF | 3.57 | |||
| DIVB | iShares Core Dividend ETF | 3.50 | |||
| SCHD | Schwab U.S. Dividend Equity ETF | 3.46 | |||
| DGRO | iShares Core Dividend Growth ETF | 3.45 | |||
| DHS | WisdomTree US High Dividend Fund | 3.32 | |||
| EFAS | Global X MSCI SuperDividend® EAFE ETF | 3.30 | |||
| NUDG | Nuveen Dividend Growth Fund ETF Class | — |
Historical Sortino Ratio
The chart shows NUDG's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when NUDG consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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