Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF (NUSA)

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

Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF (NUSA) is up 0.4% since the beginning of the year. NUSA is currently trading at $23 per share. Investors who bought $1,000 worth of NUSA shares 5 years ago would now be looking at an investment worth $1,080.

Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF (NUSA) has returned 0.39% so far this year and 3.38% over the past 12 months.

Based on dividend-adjusted daily data since Apr 3, 2017, NUSA's average daily return is +0.01%, while the average monthly return is +0.19%. At this rate, an investment would double in approximately 30.4 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2023 with a return of +1.8%, while the worst month was Sep 2022 at -2.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 9 months.

On a daily basis, NUSA closed higher 48% of trading days. The best single day was Mar 23, 2020 with a return of +1.9%, while the worst single day was Mar 19, 2020 at -2.2%.

Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF has an annualized alpha of 1.95%, beta of 0.02, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since April 03, 2017.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (8.46%) than losses (5.84%) - typical of diversified or defensive assets.
• Beta of 0.02 may look defensive, but with R2 of 0.02 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.02 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

NUSA has an expense ratio of 0.15%, which is considered low.

NUSA ranks 59 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF provided a 3.86% dividend yield over the last twelve months, with an annual payout of $0.89 per share.

The table displays the monthly dividend distributions for Nuveen ESG 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.

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.

The table below displays the maximum drawdowns of the Nuveen ESG 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 ESG 1-5 Year U.S. Aggregate Bond ETF was 9.44%, occurring on Oct 20, 2022. Recovery took 445 trading sessions.

The current Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF drawdown is 0.55%.

The chart below shows the rolling one-month volatility.