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

ETF Info

Issuer

Nuveen

Inception Date

Dec 19, 2016

Region

North America (U.S.)

Category

REIT

Leveraged

1x

Index Tracked

Dow Jones U.S. Select Short-Term REIT Index

Asset Class

Real Estate

Asset Class Size

Mid-Cap

Asset Class Style

Blend

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

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.


0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
12.32%
12.33%
NURE (Nuveen Short-Term REIT ETF)
Benchmark (^GSPC)

Returns By Period

Nuveen Short-Term REIT ETF had a return of 10.06% year-to-date (YTD) and 24.71% in the last 12 months.


NURE

YTD

10.06%

1M

1.14%

6M

10.29%

1Y

24.71%

5Y (annualized)

4.98%

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.31%1.16%3.38%-3.73%1.83%4.43%1.65%7.83%0.38%-5.28%10.06%
202311.36%-2.72%-2.56%1.30%-2.72%4.76%0.36%-4.50%-5.93%-5.93%10.03%11.20%13.09%
2022-7.24%-1.83%5.84%-3.30%-7.17%-7.78%8.98%-5.13%-10.14%3.17%0.69%-7.13%-28.48%
2021-0.74%8.22%4.77%7.83%1.27%3.27%6.63%2.29%-4.39%8.17%-2.18%9.53%53.41%
20200.26%-8.41%-23.81%6.98%2.26%-0.58%1.32%2.92%-2.51%-0.13%14.43%4.19%-7.89%
201910.81%1.76%2.41%1.28%0.10%1.12%1.04%3.56%1.89%0.81%-0.80%-0.90%25.10%
2018-2.33%-4.17%-0.79%6.86%5.01%2.81%-0.18%2.27%-1.84%-3.53%4.15%-7.25%0.03%
20171.00%1.59%-0.84%1.11%0.79%2.06%0.00%-0.77%1.62%0.92%2.03%-1.35%8.41%
2016-0.40%-0.40%

Expense Ratio

NURE features an expense ratio of 0.35%, falling within the medium range.


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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NURE is 47, 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.


The Risk-Adjusted Performance Rank of NURE is 4747
Combined Rank
The Sharpe Ratio Rank of NURE is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of NURE is 5151
Sortino Ratio Rank
The Omega Ratio Rank of NURE is 4949
Omega Ratio Rank
The Calmar Ratio Rank of NURE is 3535
Calmar Ratio Rank
The Martin Ratio Rank of NURE is 5151
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 Short-Term REIT ETF (NURE) 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 NURE, currently valued at 1.49, compared to the broader market0.002.004.001.492.54
The chart of Sortino ratio for NURE, currently valued at 2.14, compared to the broader market-2.000.002.004.006.008.0010.0012.002.143.40
The chart of Omega ratio for NURE, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.001.261.47
The chart of Calmar ratio for NURE, currently valued at 0.81, compared to the broader market0.005.0010.0015.000.813.66
The chart of Martin ratio for NURE, currently valued at 6.94, compared to the broader market0.0020.0040.0060.0080.00100.00120.006.9416.26
NURE
^GSPC

The current Nuveen Short-Term REIT ETF Sharpe ratio is 1.49. 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 Short-Term REIT 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 Ratio0.000.501.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
1.49
2.46
NURE (Nuveen Short-Term REIT ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Nuveen Short-Term REIT ETF provided a 3.54% dividend yield over the last twelve months, with an annual payout of $1.17 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%1.00%2.00%3.00%4.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016
Dividend$1.17$1.15$0.80$0.55$0.78$0.99$1.03$1.01$0.12

Dividend yield

3.54%3.74%2.81%1.34%2.88%3.28%4.11%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.29$0.00$0.00$0.23$0.00$0.00$0.30$0.00$0.00$0.82
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$1.15
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$0.80
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$0.55
2020$0.00$0.00$0.08$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.40$0.78
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$0.99
2018$0.00$0.00$0.23$0.00$0.00$0.20$0.00$0.00$0.21$0.00$0.00$0.38$1.03
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$1.01
2016$0.12$0.12

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.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-12.04%
-1.40%
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 12.04%.


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
-11.25%Dec 19, 201723Feb 9, 201831May 10, 201854

Volatility

Volatility Chart

The current Nuveen Short-Term REIT ETF volatility is 4.93%, 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%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
4.93%
4.07%
NURE (Nuveen Short-Term REIT ETF)
Benchmark (^GSPC)