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Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

Nuveen

Inception Date

Mar 31, 2017

Region

North America (U.S.)

Leveraged

1x

Index Tracked

ICE BofA Enhanced Yield US Broad Bond (1-5 Y)

Asset Class

Bond

Expense Ratio

NUSA has an expense ratio of 0.20%, which is considered low.


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.


Performance

Performance Chart


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Returns By Period

Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF (NUSA) returned 2.29% year-to-date (YTD) and 5.69% over the past 12 months.


NUSA

YTD

2.29%

1M

0.04%

6M

2.79%

1Y

5.69%

5Y*

1.24%

10Y*

N/A

^GSPC (Benchmark)

YTD

1.30%

1M

12.79%

6M

1.49%

1Y

12.35%

5Y*

15.12%

10Y*

10.89%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.57%1.00%0.56%0.76%-0.61%2.29%
20240.11%-0.66%0.43%-0.66%0.98%0.80%1.54%0.80%1.03%-1.25%0.44%-0.05%3.53%
20231.52%-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%-5.92%
20210.06%-0.40%-0.17%0.24%0.24%-0.13%0.39%-0.08%-0.41%-0.42%-0.23%-0.14%-1.04%
20200.82%0.70%-1.35%1.53%1.03%0.95%0.54%0.09%-0.23%0.03%0.25%0.42%4.85%
20190.69%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%1.41%
20170.08%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

With an overall rank of 95, NUSA is among the top 5% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NUSA is 9595
Overall Rank
The Sharpe Ratio Rank of NUSA is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of NUSA is 9797
Sortino Ratio Rank
The Omega Ratio Rank of NUSA is 9696
Omega Ratio Rank
The Calmar Ratio Rank of NUSA is 9494
Calmar Ratio Rank
The Martin Ratio Rank of NUSA is 9292
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 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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF Sharpe ratios as of May 18, 2025 (values are recalculated daily):

  • 1-Year: 2.29
  • 5-Year: 0.46
  • All Time: 0.75

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF provided a 3.95% dividend yield over the last twelve months, with an annual payout of $0.92 per share. The fund has been increasing its distributions for 3 consecutive years.


2.00%2.50%3.00%3.50%4.00%$0.00$0.20$0.40$0.60$0.80$1.0020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$0.92$0.90$0.82$0.55$0.53$0.64$0.71$0.78$0.55

Dividend yield

3.95%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.07$0.07$0.08$0.07$0.29
2024$0.00$0.07$0.07$0.07$0.07$0.07$0.07$0.08$0.09$0.08$0.08$0.15$0.90
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$0.55

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.


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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 0.61%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-9.44%Aug 4, 2021306Oct 20, 2022441Jul 31, 2024747
-7.95%Mar 9, 20209Mar 19, 202041May 18, 202050
-1.62%Sep 25, 202435Nov 12, 202468Feb 24, 2025103
-1.57%Sep 12, 2017137May 17, 201898Dec 4, 2018235
-0.93%Apr 7, 20255Apr 11, 202510Apr 28, 202515

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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