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Nuveen Growth Opportunities ETF (NUGO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US67092P7978

Issuer

Nuveen

Inception Date

Sep 27, 2021

Region

North America (U.S.)

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.


Expense ratio chart for NUGO: current value at 0.56% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.56%

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. FBCG NUGO vs. SCHG NUGO vs. GARP NUGO vs. SPY NUGO vs. QQQM NUGO vs. SEIM
Popular comparisons:
NUGO vs. VOO NUGO vs. SPMO NUGO vs. SMH NUGO vs. FBCG NUGO vs. SCHG NUGO vs. GARP NUGO vs. SPY NUGO vs. QQQM NUGO vs. SEIM

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.


-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
12.72%
10.30%
NUGO (Nuveen Growth Opportunities ETF)
Benchmark (^GSPC)

Returns By Period

Nuveen Growth Opportunities ETF had a return of 3.32% year-to-date (YTD) and 28.38% in the last 12 months.


NUGO

YTD

3.32%

1M

1.85%

6M

10.99%

1Y

28.38%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.50%3.32%
20243.73%8.33%2.52%-3.99%5.29%8.50%-2.71%1.82%1.79%0.25%5.23%1.14%35.95%
20237.30%-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 53, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NUGO is 5353
Overall Rank
The Sharpe Ratio Rank of NUGO is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of NUGO is 4949
Sortino Ratio Rank
The Omega Ratio Rank of NUGO is 5151
Omega Ratio Rank
The Calmar Ratio Rank of NUGO is 5858
Calmar Ratio Rank
The Martin Ratio Rank of NUGO is 5858
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for NUGO, currently valued at 1.27, compared to the broader market0.002.004.001.271.74
The chart of Sortino ratio for NUGO, currently valued at 1.77, compared to the broader market-2.000.002.004.006.008.0010.0012.001.772.35
The chart of Omega ratio for NUGO, currently valued at 1.23, compared to the broader market0.501.001.502.002.503.001.231.32
The chart of Calmar ratio for NUGO, currently valued at 1.73, compared to the broader market0.005.0010.0015.001.732.61
The chart of Martin ratio for NUGO, currently valued at 6.48, compared to the broader market0.0020.0040.0060.0080.00100.006.4810.66
NUGO
^GSPC

The current Nuveen Growth Opportunities ETF Sharpe ratio is 1.27. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Nuveen Growth Opportunities ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.27
1.74
NUGO (Nuveen Growth Opportunities ETF)
Benchmark (^GSPC)

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.


0.00%0.05%0.10%0.15%0.20%0.25%$0.00$0.01$0.02$0.03$0.04$0.052021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021
Dividend$0.00$0.00$0.05$0.05$0.00

Dividend yield

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.41%
0
NUGO (Nuveen Growth Opportunities ETF)
Benchmark (^GSPC)

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 1.41%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.01%Nov 22, 2021226Oct 14, 2022319Jan 24, 2024545
-14.98%Jul 11, 202420Aug 7, 202452Oct 21, 202472
-7.37%Mar 25, 202419Apr 19, 202418May 15, 202437
-6.09%Dec 17, 202418Jan 14, 2025
-3.73%Oct 23, 20247Oct 31, 20244Nov 6, 202411

Volatility

Volatility Chart

The current Nuveen Growth Opportunities ETF volatility is 5.64%, 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.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
5.64%
3.07%
NUGO (Nuveen Growth Opportunities ETF)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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