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Nuveen ESG Small-Cap ETF (NUSC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US67092P6079

CUSIP

67092P607

Issuer

Nuveen

Inception Date

Dec 13, 2016

Region

North America (U.S.)

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.


Expense ratio chart for NUSC: current value at 0.30% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.30%

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.


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
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.


80.00%100.00%120.00%140.00%160.00%180.00%JulyAugustSeptemberOctoberNovemberDecember
97.57%
160.60%
NUSC (Nuveen ESG Small-Cap ETF)
Benchmark (^GSPC)

Returns By Period

Nuveen ESG Small-Cap ETF had a return of 7.08% year-to-date (YTD) and 7.77% in the last 12 months.


NUSC

YTD

7.08%

1M

-4.36%

6M

6.87%

1Y

7.77%

5Y*

8.19%

10Y*

N/A

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.04%5.64%3.85%-7.29%4.12%-2.02%8.67%-0.61%0.82%-1.45%8.93%7.08%
202310.91%-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%
20215.45%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%
201911.85%4.66%-0.79%4.00%-7.36%6.79%1.25%-4.08%1.99%1.43%3.00%2.78%27.09%
20182.99%-4.10%0.75%1.17%5.24%1.69%1.17%4.26%-2.29%-10.51%2.44%-10.99%-9.40%
20170.93%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 30, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NUSC is 3030
Overall Rank
The Sharpe Ratio Rank of NUSC is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of NUSC is 2626
Sortino Ratio Rank
The Omega Ratio Rank of NUSC is 2626
Omega Ratio Rank
The Calmar Ratio Rank of NUSC is 3838
Calmar Ratio Rank
The Martin Ratio Rank of NUSC is 3333
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 ESG Small-Cap ETF (NUSC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for NUSC, currently valued at 0.52, compared to the broader market0.002.004.000.521.90
The chart of Sortino ratio for NUSC, currently valued at 0.84, compared to the broader market-2.000.002.004.006.008.0010.000.842.54
The chart of Omega ratio for NUSC, currently valued at 1.10, compared to the broader market0.501.001.502.002.503.001.101.35
The chart of Calmar ratio for NUSC, currently valued at 0.71, compared to the broader market0.005.0010.0015.000.712.81
The chart of Martin ratio for NUSC, currently valued at 2.66, compared to the broader market0.0020.0040.0060.0080.00100.002.6612.39
NUSC
^GSPC

The current Nuveen ESG Small-Cap ETF Sharpe ratio is 0.52. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Nuveen ESG Small-Cap ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.52
1.90
NUSC (Nuveen ESG Small-Cap ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Nuveen ESG Small-Cap ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.002017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017
Dividend$0.00$0.43$0.40$2.97$0.20$0.28$0.98$0.27

Dividend yield

0.00%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.37%
-3.58%
NUSC (Nuveen ESG Small-Cap ETF)
Benchmark (^GSPC)

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 9.37%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.49%Jan 17, 202045Mar 23, 2020138Oct 8, 2020183
-28.85%Nov 8, 2021152Jun 16, 2022585Oct 16, 2024737
-25.22%Aug 30, 201880Dec 24, 2018245Dec 17, 2019325
-9.37%Nov 26, 202416Dec 18, 2024
-8.52%Mar 16, 20217Mar 24, 202124Apr 28, 202131

Volatility

Volatility Chart

The current Nuveen ESG Small-Cap ETF volatility is 6.61%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
6.61%
3.64%
NUSC (Nuveen ESG Small-Cap ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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