Nuveen Growth Opportunities ETF (NUGO)
NUGO is an actively managed ETF by Nuveen. NUGO launched on Sep 27, 2021 and has a 0.56% expense ratio.
ETF Info
| ISIN | US67092P7978 |
|---|---|
| Issuer | Nuveen |
| Inception Date | Sep 27, 2021 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
NUGO features an expense ratio of 0.56%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: NUGO vs. VOO, NUGO vs. SPMO, NUGO vs. SMH, NUGO vs. SCHG, NUGO vs. FBCG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Nuveen Growth Opportunities ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Nuveen Growth Opportunities ETF had a return of 20.31% year-to-date (YTD) and 30.49% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.31% | 15.91% |
| 1 month | 2.89% | 3.41% |
| 6 months | 7.26% | 8.87% |
| 1 year | 30.49% | 22.44% |
| 5 years (annualized) | N/A | 13.23% |
| 10 years (annualized) | N/A | 10.69% |
Monthly Returns
The table below presents the monthly returns of NUGO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.73% | 8.33% | 2.52% | -3.99% | 5.29% | 8.50% | -2.71% | 1.82% | 20.31% | ||||
| 2023 | 7.30% | -1.43% | 7.49% | 2.21% | 5.00% | 6.50% | 3.38% | -0.09% | -5.05% | -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 | -0.82% | 8.27% | -0.60% | 0.97% | 7.78% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NUGO is 65, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Nuveen Growth Opportunities ETF (NUGO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Nuveen Growth Opportunities ETF granted a 0.15% dividend yield in the last twelve months. The annual payout for that period amounted to $0.05 per share.
| Period | TTM | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Dividend | $0.05 | $0.05 | $0.05 | $0.00 |
Dividend yield | 0.15% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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.
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 8.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.01% | Nov 22, 2021 | 226 | Oct 14, 2022 | 319 | Jan 24, 2024 | 545 |
| -14.98% | Jul 11, 2024 | 20 | Aug 7, 2024 | — | — | — |
| -7.37% | Mar 25, 2024 | 19 | Apr 19, 2024 | 18 | May 15, 2024 | 37 |
| -3.59% | Feb 12, 2024 | 7 | Feb 21, 2024 | 1 | Feb 22, 2024 | 8 |
| -2.95% | May 29, 2024 | 3 | May 31, 2024 | 3 | Jun 5, 2024 | 6 |
Volatility
Volatility Chart
The current Nuveen Growth Opportunities ETF volatility is 8.76%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.