Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF (NUSA)
NUSA is a passive ETF by Nuveen tracking the investment results of the ICE BofA Enhanced Yield US Broad Bond (1-5 Y). NUSA launched on Mar 31, 2017 and has a 0.20% expense ratio.
ETF Info
| Issuer | Nuveen |
|---|---|
| Inception Date | Mar 31, 2017 |
| Region | North America (U.S.) |
| Category | Total Bond Market |
| Index Tracked | ICE BofA Enhanced Yield US Broad Bond (1-5 Y) |
| Asset Class | Bond |
Expense Ratio
NUSA has a high expense ratio of 0.20%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond 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 Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF had a return of 0.38% year-to-date (YTD) and 3.18% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 0.38% | 11.29% |
| 1 month | 1.29% | 4.87% |
| 6 months | 2.94% | 17.88% |
| 1 year | 3.18% | 29.16% |
| 5 years (annualized) | 1.26% | 13.20% |
| 10 years (annualized) | N/A | 10.97% |
Monthly Returns
The table below presents the monthly returns of NUSA, 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 | 0.11% | -0.66% | 0.43% | -0.66% | 0.38% | ||||||||
| 2023 | 1.52% | -1.16% | 1.49% | 0.50% | -0.29% | -0.44% | 0.33% | 0.27% | -0.44% | -0.15% | 1.80% | 1.70% | 5.19% |
| 2022 | -1.05% | -0.74% | -1.77% | -1.39% | 0.84% | -1.14% | 1.30% | -1.48% | -2.04% | -0.25% | 1.64% | 0.06% | -5.91% |
| 2021 | 0.06% | -0.40% | -0.17% | 0.24% | 0.24% | -0.13% | 0.39% | -0.08% | -0.41% | -0.42% | -0.23% | -0.14% | -1.04% |
| 2020 | 0.82% | 0.70% | -1.35% | 1.53% | 1.03% | 0.95% | 0.54% | 0.09% | -0.23% | 0.03% | 0.25% | 0.42% | 4.85% |
| 2019 | 0.69% | 0.30% | 0.91% | 0.19% | 0.72% | 0.87% | 0.01% | 1.11% | -0.04% | 0.34% | 0.02% | 0.37% | 5.62% |
| 2018 | -0.28% | -0.39% | 0.05% | -0.12% | 0.40% | -0.16% | 0.13% | 0.51% | 0.14% | -0.03% | 0.11% | 1.05% | 1.41% |
| 2017 | 0.08% | 0.46% | 0.02% | 0.46% | 0.36% | -0.16% | 0.00% | -0.28% | 0.07% | 1.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NUSA is 43, 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.
NUSA (Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF (NUSA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF granted a 3.93% dividend yield in the last twelve months. The annual payout for that period amounted to $0.90 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.90 | $0.82 | $0.55 | $0.53 | $0.64 | $0.71 | $0.78 | $0.54 |
Dividend yield | 3.93% | 3.54% | 2.44% | 2.16% | 2.51% | 2.84% | 3.22% | 2.20% |
Monthly Dividends
The table displays the monthly dividend distributions for Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond 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 | $0.07 | $0.07 | $0.07 | $0.07 | $0.28 | |||||||
| 2023 | $0.00 | $0.05 | $0.04 | $0.05 | $0.05 | $0.05 | $0.08 | $0.07 | $0.08 | $0.07 | $0.08 | $0.20 | $0.82 |
| 2022 | $0.00 | $0.03 | $0.04 | $0.04 | $0.04 | $0.04 | $0.05 | $0.04 | $0.05 | $0.05 | $0.05 | $0.12 | $0.55 |
| 2021 | $0.00 | $0.04 | $0.04 | $0.05 | $0.05 | $0.05 | $0.05 | $0.04 | $0.04 | $0.04 | $0.04 | $0.09 | $0.53 |
| 2020 | $0.00 | $0.05 | $0.06 | $0.05 | $0.06 | $0.05 | $0.06 | $0.06 | $0.05 | $0.05 | $0.04 | $0.11 | $0.64 |
| 2019 | $0.00 | $0.07 | $0.06 | $0.06 | $0.05 | $0.06 | $0.05 | $0.05 | $0.06 | $0.06 | $0.06 | $0.15 | $0.71 |
| 2018 | $0.00 | $0.06 | $0.05 | $0.06 | $0.06 | $0.05 | $0.06 | $0.06 | $0.12 | $0.07 | $0.06 | $0.13 | $0.78 |
| 2017 | $0.04 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.14 | $0.54 |
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 Enhanced Yield 1-5 Year U.S. Aggregate Bond 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 Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF was 9.44%, occurring on Oct 20, 2022. The portfolio has not yet recovered.
The current Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF drawdown is 1.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.44% | Aug 4, 2021 | 306 | Oct 20, 2022 | — | — | — |
| -7.95% | Mar 9, 2020 | 9 | Mar 19, 2020 | 41 | May 18, 2020 | 50 |
| -1.57% | Sep 12, 2017 | 137 | May 17, 2018 | 98 | Dec 4, 2018 | 235 |
| -0.84% | Sep 5, 2019 | 7 | Sep 13, 2019 | 12 | Oct 2, 2019 | 19 |
| -0.73% | Feb 12, 2021 | 24 | Mar 18, 2021 | 85 | Jul 20, 2021 | 109 |
Volatility
Volatility Chart
The current Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF volatility is 0.94%, 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.