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) 14.17% 26.88% 21.72% 11.61% NA NA NA
Data as of 06/04/2026, 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 06/04/2026
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 (%) 1.85 26.88 21.72 11.61 NA NA NA 14.17 16.30 19.65 22.54 -20.18 25.70 22.50 16.89
Sharpe Ratio NA 1.90 1.25 0.53 NA NA NA 2.14 0.74 1.28 1.42 -0.90 1.92 0.66 2.40
Standard Deviation(%) NA 12.73 14.76 16.80 NA NA NA 14.55 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 10.24 6.33 5.03 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 06/04/2026, 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