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Nuveen ESG Large-Cap Growth ETF (NULG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US67092P2011

CUSIP

67092P201

Issuer

Nuveen

Inception Date

Dec 13, 2016

Region

North America (U.S.)

Leveraged

1x

Index Tracked

MSCI TIAA ESG USA Large Cap Growth

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

NULG has an expense ratio of 0.25%, which is considered low compared to other funds.


Expense ratio chart for NULG: current value at 0.25% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.25%

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:
NULG vs. NUMG NULG vs. IMCG NULG vs. VUG NULG vs. SCHG NULG vs. QQQ NULG vs. VOO NULG vs. MGK NULG vs. VGT NULG vs. CSPX.L NULG vs. VINIX
Popular comparisons:
NULG vs. NUMG NULG vs. IMCG NULG vs. VUG NULG vs. SCHG NULG vs. QQQ NULG vs. VOO NULG vs. MGK NULG vs. VGT NULG vs. CSPX.L NULG vs. VINIX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Nuveen ESG Large-Cap Growth ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.77%
7.36%
NULG (Nuveen ESG Large-Cap Growth ETF)
Benchmark (^GSPC)

Returns By Period

Nuveen ESG Large-Cap Growth ETF had a return of 23.94% year-to-date (YTD) and 26.59% in the last 12 months.


NULG

YTD

23.94%

1M

-1.84%

6M

5.85%

1Y

26.59%

5Y*

17.81%

10Y*

N/A

^GSPC (Benchmark)

YTD

24.66%

1M

0.49%

6M

8.64%

1Y

26.56%

5Y*

13.06%

10Y*

11.10%

Monthly Returns

The table below presents the monthly returns of NULG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.94%5.70%2.91%-3.84%4.87%5.51%-2.17%1.81%2.21%-0.12%7.62%23.94%
20239.39%-1.31%5.61%-0.41%4.40%7.35%3.05%-0.64%-5.86%-2.32%12.07%6.28%42.71%
2022-12.22%-4.05%4.63%-11.69%-2.76%-7.57%11.91%-5.38%-9.68%6.94%6.59%-6.61%-28.78%
20210.12%1.95%0.89%5.92%-0.83%5.94%3.16%4.84%-6.21%10.02%-1.18%1.82%28.69%
20203.31%-5.79%-12.60%14.92%10.32%2.66%6.42%8.51%-3.94%-2.65%12.03%4.22%39.58%
20198.54%5.10%2.66%4.11%-5.43%7.10%2.37%0.37%-0.24%2.39%4.36%2.93%39.23%
20186.37%-1.14%-1.46%0.25%4.47%1.30%2.19%5.91%0.57%-9.27%1.03%-8.54%0.31%
20171.39%3.68%5.51%-1.90%3.77%0.23%2.31%-1.58%2.85%3.36%2.29%0.52%24.57%
2016-0.08%-0.08%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NULG is 67, 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 NULG is 6767
Overall Rank
The Sharpe Ratio Rank of NULG is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of NULG is 6666
Sortino Ratio Rank
The Omega Ratio Rank of NULG is 6767
Omega Ratio Rank
The Calmar Ratio Rank of NULG is 6969
Calmar Ratio Rank
The Martin Ratio Rank of NULG is 6666
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 ESG Large-Cap Growth ETF (NULG) 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 NULG, currently valued at 1.45, compared to the broader market0.002.004.001.452.12
The chart of Sortino ratio for NULG, currently valued at 1.99, compared to the broader market-2.000.002.004.006.008.0010.001.992.83
The chart of Omega ratio for NULG, currently valued at 1.27, compared to the broader market0.501.001.502.002.503.001.271.39
The chart of Calmar ratio for NULG, currently valued at 2.01, compared to the broader market0.005.0010.0015.002.013.13
The chart of Martin ratio for NULG, currently valued at 7.40, compared to the broader market0.0020.0040.0060.0080.00100.007.4013.67
NULG
^GSPC

The current Nuveen ESG Large-Cap Growth ETF Sharpe ratio is 1.45. 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 ESG Large-Cap Growth 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 Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.45
1.83
NULG (Nuveen ESG Large-Cap Growth ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Nuveen ESG Large-Cap Growth ETF provided a 0.05% dividend yield over the last twelve months, with an annual payout of $0.04 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.502017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017
Dividend$0.04$0.30$0.20$3.48$1.51$0.46$1.12$0.19

Dividend yield

0.05%0.43%0.40%5.05%2.69%1.10%3.73%0.61%

Monthly Dividends

The table displays the monthly dividend distributions for Nuveen ESG Large-Cap Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.30$0.30
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.20
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.48$3.48
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.51$1.51
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.46$0.46
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.12$1.12
2017$0.19$0.19

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%JulyAugustSeptemberOctoberNovemberDecember
-5.28%
-3.66%
NULG (Nuveen ESG Large-Cap Growth ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Nuveen ESG Large-Cap Growth 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 ESG Large-Cap Growth ETF was 36.17%, occurring on Oct 14, 2022. Recovery took 315 trading sessions.

The current Nuveen ESG Large-Cap Growth ETF drawdown is 5.28%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-36.17%Nov 9, 2021234Oct 14, 2022315Jan 19, 2024549
-34.67%Feb 20, 202023Mar 23, 202071Jul 2, 202094
-22.42%Oct 2, 201858Dec 24, 201875Apr 12, 2019133
-12.28%Jul 11, 202418Aug 5, 202449Oct 14, 202467
-10.92%Feb 16, 202115Mar 8, 202125Apr 13, 202140

Volatility

Volatility Chart

The current Nuveen ESG Large-Cap Growth ETF volatility is 4.82%, 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%JulyAugustSeptemberOctoberNovemberDecember
4.82%
3.62%
NULG (Nuveen ESG Large-Cap Growth ETF)
Benchmark (^GSPC)
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Disclaimer

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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