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
NUMV (Nuveen ESG Mid-Cap Value ETF) 10.03% 24.48% 17.17% 6.62% NA NA NA
Data as of 06/05/2026, Common starting date is 12/14/2016
More Performance Analytics Comparison
Name Start Date End Date
NUMV (Nuveen ESG Mid-Cap Value ETF) 12/14/2016 06/05/2026
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 (%) 1.25 24.48 17.17 6.62 NA NA NA 10.03 13.70 12.31 8.43 -14.97 31.14 0.92 29.80 -11.91 14.70 -0.84
Sharpe Ratio NA 1.67 0.95 0.22 NA NA NA 1.46 0.65 0.44 0.25 -0.69 1.95 0.02 2.29 -0.94 1.66 -2.85
Standard Deviation(%) NA 12.46 14.83 17.39 NA NA NA 13.69 16.97 13.09 16.95 23.68 15.92 40.93 12.39 14.09 8.54 6.29
Draw Down(%) NA 8.71 19.53 25.70 NA NA NA 8.71 16.84 8.42 19.82 24.40 7.35 43.46 7.49 20.07 4.70 0.92
Yield(%) 0.00 1.71 2.27 3.27 3.37 2.24 1.68 0.00 1.73 2.00 2.34 4.65 8.27 1.38 3.04 3.39 0.94 0.00
Data as of 06/05/2026, Common starting date is 12/14/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NUMV (Nuveen ESG Mid-Cap Value ETF) -5.31%
Mar 2017 – Mar 2020
3.83%
Sep 2018 – Sep 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NUMV (Nuveen ESG Mid-Cap Value ETF) 19.77%
Dec 2018 – Dec 2021
15.04%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return