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
NUSC (Nuveen ESG Small-Cap ETF) 11.89% 24.58% 12.31% 4.15% NA NA NA
Data as of 06/09/2026, Common starting date is 12/19/2016
More Performance Analytics Comparison
Name Start Date End Date
NUSC (Nuveen ESG Small-Cap ETF) 12/19/2016 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 2018 2017 2016
Annualized Return (%) -1.44 24.58 12.31 4.15 NA NA NA 11.89 8.83 8.29 15.72 -17.73 17.51 23.69 27.08 -9.39 16.50 -1.60
Sharpe Ratio NA 1.34 0.50 0.08 NA NA NA 1.36 0.27 0.09 0.60 -0.71 0.92 0.56 1.76 -0.63 1.54 -6.33
Standard Deviation(%) NA 17.28 19.61 21.16 NA NA NA 18.44 22.23 18.09 19.24 27.14 19.08 41.89 14.62 17.00 10.36 6.34
Draw Down(%) NA 10.11 26.95 28.85 NA NA NA 10.11 23.96 8.66 18.77 26.11 10.06 41.49 8.41 25.20 5.37 1.60
Yield(%) 0.00 1.15 1.26 2.08 2.58 1.72 1.29 0.00 1.12 1.23 1.27 0.93 7.83 0.64 1.13 3.41 1.08 0.00
Data as of 06/09/2026, Common starting date is 12/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NUSC (Nuveen ESG Small-Cap ETF) -3.47%
Mar 2017 – Mar 2020
3.25%
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
NUSC (Nuveen ESG Small-Cap ETF) 22.70%
Dec 2018 – Dec 2021
14.63%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return