PortfoliosLab logoPortfoliosLab logo
Nuveen Growth Opportunities ETF (NUGO)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US67092P7978
Issuer
Nuveen
Inception Date
Sep 27, 2021
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


Loading graphics...

S&P 500 Index

Returns By Period

Nuveen Growth Opportunities ETF (NUGO) has returned -9.53% so far this year and 17.78% over the past 12 months.


Nuveen Growth Opportunities ETF

1D
4.41%
1M
-4.94%
YTD
-9.53%
6M
-8.50%
1Y
17.78%
3Y*
21.81%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Sep 28, 2021, NUGO's average daily return is +0.05%, while the average monthly return is +0.88%. At this rate, your investment would double in approximately 6.6 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2023 with a return of +11.1%, 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.41%-3.47%-4.94%-9.53%
20251.50%-3.30%-10.07%1.64%8.54%6.89%3.58%0.72%4.63%4.76%-2.04%-1.44%14.91%
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%-0.08%-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%
2021-0.82%8.27%-0.60%0.97%7.78%

Benchmark Metrics

Nuveen Growth Opportunities ETF has an annualized alpha of -1.63%, beta of 1.25, and R² of 0.88 versus S&P 500 Index. Calculated based on daily prices since September 29, 2021.

  • This ETF captured 110.88% of S&P 500 Index gains and 110.52% of its losses — amplifying both gains and losses, but participating more in upside than downside.

Alpha
-1.63%
Beta
1.25
0.88
Upside Capture
110.88%
Downside Capture
110.52%

Expense Ratio

NUGO has an expense ratio of 0.56%, placing it in the medium range.


Return for Risk

Risk / Return Rank

NUGO ranks 39 for risk / return — below 39% 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.


NUGO Risk / Return Rank: 3939
Overall Rank
NUGO Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
NUGO Sortino Ratio Rank: 4242
Sortino Ratio Rank
NUGO Omega Ratio Rank: 4040
Omega Ratio Rank
NUGO Calmar Ratio Rank: 3939
Calmar Ratio Rank
NUGO Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Nuveen Growth Opportunities ETF (NUGO) and compare them to a chosen benchmark (S&P 500 Index).


NUGOBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.75

0.90

-0.15

Sortino ratio

Return per unit of downside risk

1.22

1.39

-0.17

Omega ratio

Gain probability vs. loss probability

1.17

1.21

-0.04

Calmar ratio

Return relative to maximum drawdown

1.04

1.40

-0.36

Martin ratio

Return relative to average drawdown

3.43

6.61

-3.18

Explore NUGO risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

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$0.0520212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$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.


Loading graphics...

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 13.90%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.01%Nov 22, 2021226Oct 14, 2022319Jan 24, 2024545
-25.12%Dec 17, 202476Apr 8, 202559Jul 3, 2025135
-17.54%Oct 30, 2025103Mar 30, 2026
-14.99%Jul 11, 202420Aug 7, 202452Oct 21, 202472
-7.37%Mar 25, 202419Apr 19, 202418May 15, 202437

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...