- ISIN
- US67092P7978
- Issuer
- Nuveen
- Inception Date
- Sep 27, 2021
- Region
- North America (U.S.)
- Category
- Large Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $3B
Share Price Chart
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Performance
NUGO Performance Chart
Nuveen Growth Opportunities ETF (NUGO) is up 5.7% since the beginning of the year. NUGO is currently trading at $42 per share.
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Returns By Period
Nuveen Growth Opportunities ETF (NUGO) has returned 5.70% so far this year and 21.40% over the past 12 months.
Nuveen Growth Opportunities ETF
- 1D
- -2.28%
- 1M
- -2.28%
- YTD
- 5.70%
- 6M
- 4.55%
- 1Y
- 21.40%
- 3Y*
- 23.38%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
NUGO Monthly Returns History
Based on dividend-adjusted daily data since Sep 28, 2021, NUGO's average daily return is +0.06%, while the average monthly return is +1.11%. At this rate, an investment would double in approximately 5.2 years.
Historically, 59% of months were positive and 41% were negative. The best month was Apr 2026 with a return of +14.5%, while the worst month was Apr 2022 at -12.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, NUGO closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +11.6%, while the worst single day was Apr 3, 2025 at -6.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.41% | -3.47% | -4.94% | 14.46% | 6.51% | -4.16% | 5.70% | ||||||
| 2025 | 1.50% | -3.30% | -10.07% | 1.64% | 8.54% | 6.89% | 3.58% | 0.72% | 4.63% | 4.76% | -2.04% | -1.44% | 14.91% |
| 2024 | 3.73% | 8.33% | 2.52% | -3.99% | 5.29% | 8.50% | -2.71% | 1.82% | 1.79% | 0.25% | 5.23% | 1.14% | 35.95% |
| 2023 | 7.30% | -1.43% | 7.49% | 2.21% | 5.00% | 6.50% | 3.38% | -0.08% | -5.06% | -1.21% | 11.05% | 3.99% | 45.37% |
| 2022 | -9.53% | -4.95% | 3.11% | -12.51% | -2.71% | -8.16% | 9.71% | -4.83% | -9.62% | 4.85% | 5.35% | -6.92% | -32.73% |
| 2021 | -1.45% | 8.27% | -0.60% | 0.97% | 7.09% |
Benchmark Metrics
Nuveen Growth Opportunities ETF has an annualized alpha of -1.02%, beta of 1.25, and R2 of 0.88 versus S&P 500 Index. Calculated based on daily prices since September 28, 2021.
- This ETF captured 114.45% of S&P 500 Index gains and 109.87% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- Alpha
- -1.02%
- Beta
- 1.25
- R²
- 0.88
- Upside Capture
- 114.45%
- Downside Capture
- 109.87%
Expense Ratio
NUGO has an expense ratio of 0.56%, placing it in the medium range.
Return for Risk
Risk / Return Rank
NUGO ranks 31 for risk / return — below 31% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Nuveen Growth Opportunities ETF (NUGO) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NUGO | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.23 | 2.46 | -1.23 |
| Martin ratioReturn relative to average drawdown | 3.92 | 10.92 | -7.00 |
Dividends
Dividend History
Nuveen Growth Opportunities ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 | $0.00 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.19% | 0.26% | 0.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Nuveen Growth Opportunities ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2021 | $0.00 | $0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Nuveen Growth Opportunities ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Nuveen Growth Opportunities ETF was 38.01%, occurring on Oct 14, 2022. Recovery took 319 trading sessions.
The current Nuveen Growth Opportunities ETF drawdown is 5.45%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -38.01%Oct 2022 | 10mo 26d | 1y 3mo | 2y 2moNov 2021 - Jan 2024 |
2025 selloff2025 | -25.12%Apr 2025 | 3mo 22d | 2mo 26d | 6mo 18dDec 2024 - Jul 2025 |
2026 correction2026 | -17.54%Mar 2026 | 5mo 1d | 1mo 7d | 6mo 8dOct 2025 - May 2026 |
2024 correction2024 | -14.99%Aug 2024 | 27d | 2mo 15d | 3mo 12dJul 2024 - Oct 2024 |
2026 pullback2026 | -7.50%Jun 2026 | 7d | — | 21d 1hJun 2026 - now |
Drawdown Indicators
| NUGO | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.01% | -56.78% | +18.77% |
Max Drawdown (1Y)Largest decline over 1 year | -17.54% | -9.10% | -8.44% |
Max Drawdown (3Y)Largest decline over 3 years | -25.12% | -18.90% | -6.22% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -5.45% | -3.21% | -2.24% |
Average DrawdownAverage peak-to-trough decline | -11.97% | -10.71% | -1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.48% | 2.04% | +3.44% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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