Nuveen ESG Large-Cap Value ETF (NULV)
NULV is a passive ETF by Nuveen tracking the investment results of the MSCI TIAA ESG USA Large Cap Value. NULV launched on Dec 13, 2016 and has a 0.25% expense ratio.
ETF Info
ISIN | US67092P3001 |
---|---|
CUSIP | 67092P300 |
Issuer | Nuveen |
Inception Date | Dec 13, 2016 |
Region | North America (U.S.) |
Category | Large Cap Blend Equities |
Index Tracked | MSCI TIAA ESG USA Large Cap Value |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
NULV has a high expense ratio of 0.25%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: NULV vs. IWY, NULV vs. SWPPX, NULV vs. MGK, NULV vs. NULG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Nuveen ESG Large-Cap Value 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 ESG Large-Cap Value ETF had a return of 6.77% year-to-date (YTD) and 16.97% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 6.77% | 10.00% |
1 month | 3.62% | 2.41% |
6 months | 15.05% | 16.70% |
1 year | 16.97% | 26.85% |
5 years (annualized) | 8.03% | 12.81% |
10 years (annualized) | N/A | 10.84% |
Monthly Returns
The table below presents the monthly returns of NULV, 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 | -0.33% | 3.44% | 4.97% | -4.81% | 6.77% | ||||||||
2023 | 3.88% | -3.85% | -0.38% | 0.76% | -4.51% | 5.70% | 3.55% | -2.29% | -4.19% | -2.98% | 7.89% | 4.79% | 7.60% |
2022 | -3.19% | -2.42% | 3.62% | -5.26% | 1.33% | -8.57% | 5.27% | -3.02% | -9.42% | 11.11% | 6.41% | -4.25% | -10.04% |
2021 | -1.88% | 4.36% | 7.32% | 3.15% | 2.41% | -1.28% | 1.24% | 1.99% | -3.82% | 5.20% | -3.58% | 6.88% | 23.40% |
2020 | -2.62% | -9.27% | -15.77% | 10.08% | 3.68% | 0.18% | 3.12% | 3.54% | -2.42% | -1.48% | 12.95% | 3.25% | 1.87% |
2019 | 8.21% | 2.34% | 1.16% | 2.63% | -5.62% | 6.63% | 1.56% | -2.15% | 3.91% | 0.88% | 3.22% | 2.29% | 27.26% |
2018 | 5.28% | -4.69% | -1.88% | 0.07% | 0.64% | 0.67% | 4.59% | 1.37% | 0.03% | -4.82% | 3.68% | -8.98% | -4.90% |
2017 | 0.88% | 2.54% | -1.04% | 0.48% | 1.38% | 1.27% | 1.82% | -1.19% | 2.75% | 2.12% | 2.58% | 1.15% | 15.67% |
2016 | 0.04% | 0.04% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NULV is 63, 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.
NULV (Nuveen ESG Large-Cap Value ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Nuveen ESG Large-Cap Value ETF (NULV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Nuveen ESG Large-Cap Value ETF granted a 2.39% dividend yield in the last twelve months. The annual payout for that period amounted to $0.92 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
---|---|---|---|---|---|---|---|---|
Dividend | $0.92 | $0.92 | $0.73 | $1.76 | $0.47 | $0.48 | $0.98 | $0.35 |
Dividend yield | 2.39% | 2.55% | 2.12% | 4.52% | 1.42% | 1.47% | 3.73% | 1.22% |
Monthly Dividends
The table displays the monthly dividend distributions for Nuveen ESG Large-Cap Value 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 | |||||||
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $0.92 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $0.73 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.76 | $1.76 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.47 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 | $0.98 |
2017 | $0.35 | $0.35 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Nuveen ESG Large-Cap Value 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 Value ETF was 36.99%, occurring on Mar 23, 2020. Recovery took 178 trading sessions.
The current Nuveen ESG Large-Cap Value ETF drawdown is 1.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-36.99% | Feb 13, 2020 | 27 | Mar 23, 2020 | 178 | Dec 4, 2020 | 205 |
-21.47% | Jan 5, 2022 | 186 | Sep 30, 2022 | 357 | Mar 6, 2024 | 543 |
-16.55% | Sep 24, 2018 | 64 | Dec 24, 2018 | 70 | Apr 5, 2019 | 134 |
-11.27% | Jan 30, 2018 | 9 | Feb 9, 2018 | 153 | Sep 20, 2018 | 162 |
-6.01% | Jul 30, 2019 | 12 | Aug 14, 2019 | 18 | Sep 10, 2019 | 30 |
Volatility
Volatility Chart
The current Nuveen ESG Large-Cap Value ETF volatility is 2.36%, 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.