ducovest

NUSA:NYE-Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF (USD)

ETF | Short-Term Bond |

Last Closing

USD 22.9851

Change

0.00 (0.00)%

Market Cap

USD 0.03B

Volume

3.02K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index utilizes certain environmental, social, and governance ("ESG") criteria to select from the securities included in a modified version of the Bloomberg 1-5 Year U.S. Aggregate Index, which is designed to broadly capture the 1-5 year U.S. investment grade, taxable fixed income market. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in component securities of the index.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-03 )

Largest Industry Peers for Short-Term Bond

Symbol Name Price(Change) Market Cap
SPSB SPDR Barclays Short Term Corpo..

N/A

 USD 8.08B
LDUR PIMCO Enhanced Low Duration Ac..

N/A

 USD 0.85B
FLTB Fidelity® Limited Term Bond E..

N/A

 USD 0.18B
IIGD Invesco Investment Grade Defen..

N/A

 USD 0.04B
BSV Vanguard Short-Term Bond Index..

N/A

 N/A

ETFs Containing NUSA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Short-Term Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.30% 33% F 34% F
Dividend Return -16.58% 75% C 42% F
Total Return -16.89% 67% D+ 21% F
Trailing 12 Months  
Capital Gain 1.42% 50% F 28% F
Dividend Return -16.43% 75% C 43% F
Total Return -15.01% 67% D+ 19% F
Trailing 5 Years  
Capital Gain -7.84% 33% F 44% F
Dividend Return -5.83% 75% C 71% C-
Total Return -13.67% 67% D+ 39% F
Average Annual (5 Year Horizon)  
Capital Gain -2.27% 33% F 24% F
Dividend Return 0.13% 42% F 23% F
Total Return 2.41% 92% A 55% F
Risk Return Profile  
Volatility (Standard Deviation) 3.91% 75% C 94% A
Risk Adjusted Return 3.45% 42% F 25% F
Market Capitalization 0.03B 20% F 13% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.