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Nuveen Short-Term REIT ETF (NURE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

IssuerNuveen
Inception DateDec 19, 2016
RegionNorth America (U.S.)
CategoryREIT
Index TrackedDow Jones U.S. Select Short-Term REIT Index
Asset ClassReal Estate

Asset Class Size

Mid-Cap

Asset Class Style

Blend

Expense Ratio

The Nuveen Short-Term REIT ETF has a high expense ratio of 0.35%, indicating higher-than-average management fees.


Expense ratio chart for NURE: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%

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.


Nuveen Short-Term REIT ETF

Popular comparisons: NURE vs. VOO, NURE vs. HAUZ, NURE vs. VNQ, NURE vs. FXAIX, NURE vs. XLRE, NURE vs. FSRNX, NURE vs. SCHH, NURE vs. KBWY, NURE vs. JEPQ, NURE vs. REZ

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Nuveen Short-Term REIT 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%20.00%25.00%30.00%NovemberDecember2024FebruaryMarchApril
17.34%
22.02%
NURE (Nuveen Short-Term REIT ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

Nuveen Short-Term REIT ETF had a return of -3.25% year-to-date (YTD) and 5.47% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-3.25%5.84%
1 month-0.01%-2.98%
6 months17.34%22.02%
1 year5.47%24.47%
5 years (annualized)3.45%11.44%
10 years (annualized)N/A10.46%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-4.31%1.16%3.38%
2023-5.93%-5.93%10.03%11.20%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NURE is 25, indicating that it is in the bottom 25% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of NURE is 2525
Nuveen Short-Term REIT ETF(NURE)
The Sharpe Ratio Rank of NURE is 2525Sharpe Ratio Rank
The Sortino Ratio Rank of NURE is 2525Sortino Ratio Rank
The Omega Ratio Rank of NURE is 2424Omega Ratio Rank
The Calmar Ratio Rank of NURE is 2525Calmar Ratio Rank
The Martin Ratio Rank of NURE is 2424Martin 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 Short-Term REIT ETF (NURE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


NURE
Sharpe ratio
The chart of Sharpe ratio for NURE, currently valued at 0.26, compared to the broader market-1.000.001.002.003.004.000.26
Sortino ratio
The chart of Sortino ratio for NURE, currently valued at 0.53, compared to the broader market-2.000.002.004.006.008.000.53
Omega ratio
The chart of Omega ratio for NURE, currently valued at 1.06, compared to the broader market1.001.502.001.06
Calmar ratio
The chart of Calmar ratio for NURE, currently valued at 0.13, compared to the broader market0.002.004.006.008.0010.000.13
Martin ratio
The chart of Martin ratio for NURE, currently valued at 0.66, compared to the broader market0.0010.0020.0030.0040.0050.0060.000.66
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.05, compared to the broader market-1.000.001.002.003.004.002.05
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.98, compared to the broader market-2.000.002.004.006.008.002.98
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market1.001.502.001.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.002.004.006.008.0010.001.55
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.05, compared to the broader market0.0010.0020.0030.0040.0050.0060.008.05

Sharpe Ratio

The current Nuveen Short-Term REIT ETF Sharpe ratio is 0.26. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
0.26
2.05
NURE (Nuveen Short-Term REIT ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Nuveen Short-Term REIT ETF granted a 3.99% dividend yield in the last twelve months. The annual payout for that period amounted to $1.18 per share.


PeriodTTM20232022202120202019201820172016
Dividend$1.18$1.15$0.80$0.55$0.78$0.99$1.02$1.00$0.12

Dividend yield

3.99%3.73%2.80%1.34%2.87%3.28%4.08%3.82%0.48%

Monthly Dividends

The table displays the monthly dividend distributions for Nuveen Short-Term REIT ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.29
2023$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.28$0.00$0.00$0.35
2022$0.00$0.00$0.17$0.00$0.00$0.18$0.00$0.00$0.19$0.00$0.00$0.26
2021$0.00$0.00$0.15$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.15
2020$0.00$0.00$0.08$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.39
2019$0.00$0.00$0.28$0.00$0.00$0.23$0.00$0.00$0.24$0.00$0.00$0.25
2018$0.00$0.00$0.23$0.00$0.00$0.20$0.00$0.00$0.21$0.00$0.00$0.37
2017$0.00$0.00$0.23$0.00$0.00$0.21$0.00$0.00$0.24$0.00$0.00$0.33
2016$0.12

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-22.67%
-3.92%
NURE (Nuveen Short-Term REIT ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Nuveen Short-Term REIT 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 Short-Term REIT ETF was 46.05%, occurring on Mar 23, 2020. Recovery took 246 trading sessions.

The current Nuveen Short-Term REIT ETF drawdown is 22.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.05%Feb 18, 202025Mar 23, 2020246Mar 15, 2021271
-35.98%Apr 21, 2022383Oct 27, 2023
-12%Aug 30, 201878Dec 24, 201823Jan 30, 2019101
-11.36%Jan 3, 202218Jan 27, 202257Apr 20, 202275
-11.24%Dec 19, 201723Feb 9, 201831May 10, 201854

Volatility

Volatility Chart

The current Nuveen Short-Term REIT ETF volatility is 6.47%, 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%NovemberDecember2024FebruaryMarchApril
6.47%
3.60%
NURE (Nuveen Short-Term REIT ETF)
Benchmark (^GSPC)