Summary
NUSC
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 24.09% Volatility 22.23% Sharpe 0.63
Official loaded data — not a live quote.

NUVEEN ESG SMALL-CAP ETF

Symbol: NUSC

Exchange: BATS

Sector: Technology

Category: Small Blend

Inception date: 13/12/2016

Latest date: 20/07/2026

Current price: $50.82

Expense ratio: 0.31%

Assets under management
$1.3B
-1.17% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
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Performance metrics

Period total return

-0.84%

Ann. -44.71% (Sharpe / Sortino numerator)

Volatility

23.30%

Sharpe ratio

-2.075

VaR 95%

-2.25%

CVaR 95%: -2.30%
Max drawdown: -8.38%
Sortino ratio: -4.204
Calmar ratio: -5.33

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

3.02%

Ann. 3.75% (Sharpe / Sortino numerator)

Volatility

19.43%

Sharpe ratio

0.006

VaR 95%

-1.94%

CVaR 95%: -2.15%
Max drawdown: -10.10%
Sortino ratio: 0.010
Calmar ratio: 0.37

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

8.45%

Ann. 6.93% (Sharpe / Sortino numerator)

Volatility

18.30%

Sharpe ratio

0.180

VaR 95%

-1.89%

CVaR 95%: -2.23%
Max drawdown: -10.10%
Sortino ratio: 0.300
Calmar ratio: 0.69

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

24.09%

Ann. 17.52% (Sharpe / Sortino numerator)

Volatility

22.23%

Sharpe ratio

0.625

VaR 95%

-1.91%

CVaR 95%: -3.07%
Max drawdown: -10.10%
Sortino ratio: 0.870
Calmar ratio: 1.73

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

23.57%

Ann. 7.21% (Sharpe / Sortino numerator)

Volatility

20.35%

Sharpe ratio

0.176

VaR 95%

-1.93%

CVaR 95%: -2.84%
Max drawdown: -26.95%
Sortino ratio: 0.253
Calmar ratio: 0.27

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

36.58%

Ann. 9.97% (Sharpe / Sortino numerator)

Volatility

19.67%

Sharpe ratio

0.322

VaR 95%

-1.84%

CVaR 95%: -2.65%
Max drawdown: -26.95%
Sortino ratio: 0.490
Calmar ratio: 0.37

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.092%

Best day

3.455%

31/03/2026
Worst day

-2.826%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $51.42 $51.42 $50.81 $50.82 37,900
17/07/2026 $50.82 $51.33 $50.79 $51.14 93,000
16/07/2026 $50.88 $51.52 $50.88 $51.33 38,600
15/07/2026 $51.30 $51.37 $50.86 $51.18 25,500
14/07/2026 $51.08 $51.44 $50.93 $51.04 91,700
13/07/2026 $51.07 $51.18 $50.70 $50.82 33,700
10/07/2026 $51.25 $51.28 $50.97 $51.20 32,700
09/07/2026 $50.98 $51.50 $50.98 $51.26 21,500
08/07/2026 $50.68 $50.85 $50.17 $50.69 46,000
07/07/2026 $51.73 $51.73 $51.00 $51.10 217,900