Nuveen ESG Small-Cap ETF (NUSC)
NUSC is a passive ETF by Nuveen tracking the investment results of the MSCI TIAA ESG USA Small Cap. NUSC launched on Dec 13, 2016 and has a 0.30% expense ratio.
ETF Info
| ISIN | US67092P6079 |
|---|---|
| CUSIP | 67092P607 |
| Issuer | Nuveen |
| Inception Date | Dec 13, 2016 |
| Region | North America (U.S.) |
| Category | Small Cap Growth Equities |
| Leveraged | 1x |
| Index Tracked | MSCI TIAA ESG USA Small Cap |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
NUSC features an expense ratio of 0.30%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: NUSC vs. SUSL, NUSC vs. NUMV, NUSC vs. VTWO, NUSC vs. VOO, NUSC vs. VBK, NUSC vs. ESGV, NUSC vs. AVUV, NUSC vs. SPY, NUSC vs. VFIAX, NUSC vs. SCHX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Nuveen ESG Small-Cap 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 ESG Small-Cap ETF had a return of 13.27% year-to-date (YTD) and 27.06% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.27% | 24.72% |
| 1 month | 2.81% | 2.30% |
| 6 months | 8.55% | 12.31% |
| 1 year | 27.06% | 32.12% |
| 5 years (annualized) | 10.40% | 13.81% |
| 10 years (annualized) | N/A | 11.31% |
Monthly Returns
The table below presents the monthly returns of NUSC, 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 | -3.04% | 5.64% | 3.85% | -7.29% | 4.12% | -2.02% | 8.67% | -0.61% | 0.82% | -1.45% | 13.27% | ||
| 2023 | 10.91% | -1.29% | -5.37% | -0.99% | -1.94% | 7.59% | 4.89% | -4.51% | -6.02% | -6.95% | 9.57% | 11.42% | 15.72% |
| 2022 | -7.21% | 1.49% | 0.71% | -8.31% | -0.77% | -9.49% | 10.82% | -3.00% | -9.09% | 10.97% | 4.10% | -6.69% | -17.73% |
| 2021 | 5.45% | 4.40% | 1.94% | 3.67% | 0.43% | 0.78% | -2.33% | 1.52% | -2.88% | 4.12% | -3.58% | 3.21% | 17.51% |
| 2020 | -2.37% | -8.61% | -22.30% | 15.14% | 6.51% | 3.66% | 4.48% | 4.71% | -1.30% | 3.68% | 16.79% | 7.36% | 23.69% |
| 2019 | 11.85% | 4.66% | -0.79% | 4.00% | -7.36% | 6.79% | 1.25% | -4.08% | 1.99% | 1.43% | 3.00% | 2.78% | 27.09% |
| 2018 | 2.99% | -4.10% | 0.75% | 1.17% | 5.24% | 1.69% | 1.17% | 4.26% | -2.29% | -10.51% | 2.44% | -10.99% | -9.40% |
| 2017 | 0.93% | 3.38% | -0.93% | 1.57% | -2.11% | 3.10% | 0.83% | -0.73% | 5.42% | 1.21% | 2.42% | 0.52% | 16.50% |
| 2016 | -0.60% | -0.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NUSC is 48, 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 ESG Small-Cap ETF (NUSC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Nuveen ESG Small-Cap ETF provided a 0.98% dividend yield over the last twelve months, with an annual payout of $0.43 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.43 | $0.43 | $0.40 | $2.97 | $0.20 | $0.28 | $0.98 | $0.27 |
Dividend yield | 0.98% | 1.11% | 1.16% | 7.06% | 0.52% | 0.90% | 3.95% | 0.94% |
Monthly Dividends
The table displays the monthly dividend distributions for Nuveen ESG Small-Cap 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.43 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.97 | $2.97 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 | $0.98 |
| 2017 | $0.27 | $0.27 |
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 ESG Small-Cap 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 Small-Cap ETF was 41.49%, occurring on Mar 23, 2020. Recovery took 138 trading sessions.
The current Nuveen ESG Small-Cap ETF drawdown is 3.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.49% | Jan 17, 2020 | 45 | Mar 23, 2020 | 138 | Oct 8, 2020 | 183 |
| -28.85% | Nov 8, 2021 | 152 | Jun 16, 2022 | 585 | Oct 16, 2024 | 737 |
| -25.22% | Aug 30, 2018 | 80 | Dec 24, 2018 | 245 | Dec 17, 2019 | 325 |
| -8.52% | Mar 16, 2021 | 7 | Mar 24, 2021 | 24 | Apr 28, 2021 | 31 |
| -8.34% | Jan 24, 2018 | 12 | Feb 8, 2018 | 66 | May 16, 2018 | 78 |
Volatility
Volatility Chart
The current Nuveen ESG Small-Cap ETF volatility is 6.05%, 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.