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
Mar 31, 2017
North America (U.S.)
1x
ICE BofA Enhanced Yield US Broad Bond (1-5 Y)
Expense Ratio
NUSA has an expense ratio of 0.20%, which is considered low compared to other funds.
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 3.56% year-to-date (YTD) and 4.10% in the last 12 months.
NUSA
3.56%
0.53%
2.62%
4.10%
1.31%
N/A
^GSPC (Benchmark)
26.85%
3.07%
10.27%
27.63%
13.60%
11.35%
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% | 0.98% | 0.80% | 1.54% | 0.80% | 1.03% | -1.25% | 0.44% | 3.56% | |
2023 | 1.52% | -1.16% | 1.49% | 0.49% | -0.29% | -0.44% | 0.34% | 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% | 1.31% | -1.48% | -2.03% | -0.25% | 1.64% | 0.06% | -5.91% |
2021 | 0.06% | -0.40% | -0.17% | 0.24% | 0.25% | -0.13% | 0.39% | -0.08% | -0.40% | -0.42% | -0.23% | -0.14% | -1.04% |
2020 | 0.82% | 0.69% | -1.35% | 1.53% | 1.03% | 0.95% | 0.54% | 0.10% | -0.23% | 0.03% | 0.25% | 0.42% | 4.86% |
2019 | 0.69% | 0.29% | 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% | 1.40% |
2017 | 0.08% | 0.46% | 0.02% | 0.46% | 0.36% | -0.16% | -0.00% | -0.28% | 0.07% | 1.01% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NUSA is 65, 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.
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 provided a 3.56% dividend yield over the last twelve months, with an annual payout of $0.82 per share. The fund has been increasing its distributions for 2 consecutive years.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
---|---|---|---|---|---|---|---|---|
Dividend | $0.82 | $0.82 | $0.55 | $0.53 | $0.64 | $0.71 | $0.78 | $0.55 |
Dividend yield | 3.56% | 3.54% | 2.44% | 2.16% | 2.51% | 2.85% | 3.22% | 2.21% |
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 | $0.07 | $0.07 | $0.08 | $0.09 | $0.08 | $0.08 | $0.07 | $0.82 |
2023 | $0.00 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.08 | $0.07 | $0.08 | $0.07 | $0.08 | $0.20 | $0.82 |
2022 | $0.00 | $0.04 | $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 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.04 | $0.04 | $0.05 | $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 | $0.55 |
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.
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. Recovery took 441 trading sessions.
The current Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF drawdown is 0.95%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-9.44% | Aug 4, 2021 | 306 | Oct 20, 2022 | 441 | Jul 31, 2024 | 747 |
-7.95% | Mar 9, 2020 | 9 | Mar 19, 2020 | 41 | May 18, 2020 | 50 |
-1.62% | Sep 25, 2024 | 35 | Nov 12, 2024 | — | — | — |
-1.56% | 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 |
Volatility
Volatility Chart
The current Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF volatility is 0.63%, 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.