Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)
NWLG is an actively managed ETF by Nuveen. NWLG launched on Aug 4, 2021 and has a 0.64% expense ratio.
ETF Info
| ISIN | US67092P8471 |
|---|---|
| Issuer | Nuveen |
| Inception Date | Aug 4, 2021 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities, Actively Managed |
| Index Tracked | No Index (Active) |
| Home Page | www.nuveen.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
NWLG has a high expense ratio of 0.64%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: NWLG vs. SCHG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Nuveen Winslow Large-Cap Growth ESG 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 Winslow Large-Cap Growth ESG ETF had a return of 13.20% year-to-date (YTD) and 41.19% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.20% | 10.00% |
| 1 month | 0.83% | 2.41% |
| 6 months | 21.68% | 16.70% |
| 1 year | 41.19% | 26.85% |
| 5 years (annualized) | N/A | 12.81% |
| 10 years (annualized) | N/A | 10.84% |
Monthly Returns
The table below presents the monthly returns of NWLG, 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 | 4.62% | 6.55% | 1.91% | -4.42% | 13.20% | ||||||||
| 2023 | 8.13% | -2.10% | 6.04% | 1.47% | 5.23% | 4.97% | 2.71% | -0.34% | -5.94% | -0.77% | 13.46% | 5.25% | 43.55% |
| 2022 | -10.80% | -3.59% | 1.74% | -12.72% | -3.45% | -7.63% | 11.36% | -6.65% | -10.54% | 7.44% | 8.68% | -7.40% | -31.52% |
| 2021 | 2.76% | -6.05% | 8.65% | 0.12% | 0.20% | 5.24% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of NWLG is 87, placing it in the top 13% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
NWLG (Nuveen Winslow Large-Cap Growth ESG ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Nuveen Winslow Large-Cap Growth ESG ETF granted a 0.01% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 |
|---|---|---|
| Dividend | $0.00 | $0.00 |
Dividend yield | 0.01% | 0.02% |
Monthly Dividends
The table displays the monthly dividend distributions for Nuveen Winslow Large-Cap Growth ESG 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 | |||||||
| 2023 | $0.00 | $0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Nuveen Winslow Large-Cap Growth ESG 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 Winslow Large-Cap Growth ESG ETF was 39.89%, occurring on Oct 14, 2022. Recovery took 322 trading sessions.
The current Nuveen Winslow Large-Cap Growth ESG ETF drawdown is 1.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.89% | Nov 22, 2021 | 226 | Oct 14, 2022 | 322 | Jan 29, 2024 | 548 |
| -7.81% | Sep 7, 2021 | 20 | Oct 4, 2021 | 18 | Oct 28, 2021 | 38 |
| -7.31% | Mar 22, 2024 | 20 | Apr 19, 2024 | — | — | — |
| -3.07% | Feb 12, 2024 | 7 | Feb 21, 2024 | 1 | Feb 22, 2024 | 8 |
| -2.12% | Mar 8, 2024 | 2 | Mar 11, 2024 | 7 | Mar 20, 2024 | 9 |
Volatility
Volatility Chart
The current Nuveen Winslow Large-Cap Growth ESG ETF volatility is 5.30%, 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.