Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NULC (Nuveen ESG Large-Cap ETF) 10.93% 22.85% 20.38% 11.02% NA NA NA
Data as of 06/09/2026, Common starting date is 06/04/2019
More Performance Analytics Comparison
Name Start Date End Date
NULC (Nuveen ESG Large-Cap ETF) 06/04/2019 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019
Annualized Return (%) -3.33 22.85 20.38 11.02 NA NA NA 10.93 16.30 19.65 22.54 -20.18 25.70 22.50 16.89
Sharpe Ratio NA 1.57 1.16 0.50 NA NA NA 1.63 0.74 1.28 1.42 -0.90 1.92 0.66 2.40
Standard Deviation(%) NA 13.15 14.84 16.86 NA NA NA 15.13 18.17 12.49 13.38 23.99 13.37 33.33 12.33
Draw Down(%) NA 8.91 17.87 27.91 NA NA NA 8.91 17.69 8.73 9.53 27.25 5.47 34.87 5.59
Yield(%) 0.00 10.20 6.30 5.04 4.52 3.01 2.26 0.00 10.70 3.15 1.60 1.85 7.36 4.75 0.90
Data as of 06/09/2026, Common starting date is 06/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NULC (Nuveen ESG Large-Cap ETF) 5.17%
Apr 2021 – Apr 2024
9.11%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NULC (Nuveen ESG Large-Cap ETF) 22.39%
Sep 2022 – Sep 2025
16.73%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return