PortfoliosLab logoPortfoliosLab logo
Issuer
Nuveen
Inception Date
Dec 19, 2016
Region
North America (U.S.)
Category
REIT
Leveraged
1x (No leverage)
Index Tracked
Dow Jones U.S. Select Short-Term REIT Index
Distribution Policy
Distributing
Asset Class
Real Estate
Asset Class Size
Mid-Cap
Asset Class Style
Blend
Assets Under Management
$35M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

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


Performance

NURE Performance Chart

Nuveen Short-Term REIT ETF (NURE) is up 14.0% since the beginning of the year. NURE is currently trading at $32 per share. Investors who bought $1,000 worth of NURE shares 5 years ago would now be looking at an investment worth $1,081.


Loading charts...

S&P 500 Index

Returns By Period

Nuveen Short-Term REIT ETF (NURE) has returned 13.97% so far this year and 10.76% over the past 12 months.


Nuveen Short-Term REIT ETF

1D
0.07%
1M
3.14%
YTD
13.97%
6M
14.38%
1Y
10.76%
3Y*
6.97%
5Y*
1.57%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NURE Monthly Returns History

Based on dividend-adjusted daily data since Dec 20, 2016, NURE's average daily return is +0.03%, while the average monthly return is +0.62%. At this rate, an investment would double in approximately 9.3 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +14.4%, while the worst month was Mar 2020 at -23.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, NURE closed higher 48% of trading days. The best single day was Apr 6, 2020 with a return of +9.5%, while the worst single day was Mar 16, 2020 at -18.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.91%3.95%-6.68%9.96%2.39%3.41%13.97%
2025-1.34%3.38%-2.70%-4.53%1.60%-1.06%-4.13%5.16%-2.69%-5.14%4.52%-0.15%-7.51%
2024-4.31%1.16%3.38%-3.73%1.83%4.43%1.65%7.83%0.38%-5.28%6.93%-6.57%6.65%
202311.37%-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%3.26%6.63%2.29%-4.39%8.17%-2.18%9.53%53.41%

Benchmark Metrics

Nuveen Short-Term REIT ETF has an annualized alpha of -3.00%, beta of 0.79, and R2 of 0.44 versus S&P 500 Index. Calculated based on daily prices since December 20, 2016.

  • This ETF participated in 95.85% of S&P 500 Index downside but only 69.14% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.44 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-3.00%
Beta
0.79
0.44
Upside Capture
69.14%
Downside Capture
95.85%

Expense Ratio

NURE has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Risk / Return Rank

NURE ranks 21 for risk / return — below 21% 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.


NURE Risk / Return Rank: 2121
Overall Rank
NURE Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
NURE Sortino Ratio Rank: 1919
Sortino Ratio Rank
NURE Omega Ratio Rank: 1818
Omega Ratio Rank
NURE Calmar Ratio Rank: 2525
Calmar Ratio Rank
NURE Martin Ratio Rank: 2121
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 Short-Term REIT ETF (NURE) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NUREBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.35

Sortino ratioReturn per unit of downside risk

-1.68

Omega ratioGain probability vs. loss probability

1.12

1.37

-0.24

Calmar ratioReturn relative to maximum drawdown

1.18

2.78

-1.60

Martin ratioReturn relative to average drawdown

2.46

12.44

-9.98

Dividends

Dividend History

Nuveen Short-Term REIT ETF provided a 4.36% dividend yield over the last twelve months, with an annual payout of $1.38 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.202016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$1.38$1.28$1.12$1.15$0.80$0.55$0.92$0.99$1.03$1.00$0.12

Dividend yield

4.36%4.56%3.51%3.73%2.80%1.34%3.41%3.28%4.11%3.86%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
2026$0.00$0.00$0.38$0.00$0.00$0.00$0.38
2025$0.00$0.00$0.29$0.00$0.00$0.37$0.00$0.00$0.29$0.00$0.00$0.34$1.28
2024$0.00$0.00$0.29$0.00$0.00$0.23$0.00$0.00$0.30$0.00$0.00$0.30$1.12
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

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 charts...

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 10.14%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-46.05%Mar 2020
1mo 4d11mo 27d
1y 26dFeb 2020 - Mar 2021
2023 bear market2023
-35.98%Oct 2023
1y 6mo
4y 2moApr 2022 - now
Rate-hike selloffLate 2018
-12.02%Dec 2018
3mo 26d1mo 7d
5mo 3dAug 2018 - Jan 2019
Bear market2022
-11.36%Jan 2022
24d2mo 23d
3mo 17dJan 2022 - Apr 2022
2018 correction2018
-11.26%Feb 2018
1mo 22d3mo
4mo 22dDec 2017 - May 2018

Drawdown Indicators


NUREBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-46.05%

-56.78%

+10.73%

Max Drawdown (1Y)

Largest decline over 1 year

-9.13%

-9.10%

-0.03%

Max Drawdown (3Y)

Largest decline over 3 years

-21.03%

-18.90%

-2.13%

Max Drawdown (5Y)

Largest decline over 5 years

-35.98%

-25.43%

-10.55%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-10.14%

-1.80%

-8.34%

Average Drawdown

Average peak-to-trough decline

-12.28%

-10.71%

-1.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.38%

2.03%

+2.35%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with NURE

Add Nuveen Short-Term REIT ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with NURE