ducovest

NUBD:NYE-Nuveen ESG U.S. Aggregate Bond ETF (USD)

ETF | Intermediate Core Bond |

Last Closing

USD 21.91

Change

-0.03 (-0.14)%

Market Cap

USD 0.40B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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. The index utilizes certain environmental, social, and governance (ESG) criteria to select from the securities included in the Bloomberg U.S. Aggregate Bond Index (the base index), which is designed to broadly capture the U.S. investment grade, taxable fixed income market.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-13 )

Largest Industry Peers for Intermediate Core Bond

Symbol Name Price(Change) Market Cap
SCHZ Schwab U.S. Aggregate Bond ETF

N/A

 USD 8.42B
SPAB SPDR® Portfolio Aggregate Bon..

-0.02 (-0.08%)

 USD 8.21B
EAGG iShares ESG U.S. Aggregate Bon..

-0.03 (-0.06%)

 USD 3.71B
AGGY WisdomTree Yield Enhanced U.S...

-0.07 (-0.16%)

 USD 0.93B
CMBS iShares CMBS ETF

-0.04 (-0.08%)

 USD 0.46B
BNDC FlexShares Core Select Bond Fu..

-0.01 (-0.05%)

 USD 0.17B
NUAG NuShares Enhanced Yield US Agg..

-0.03 (-0.12%)

 N/A
AGG iShares Core U.S. Aggregate Bo..

-0.02 (-0.02%)

 N/A
BIV Vanguard Intermediate-Term Bon..

-0.04 (-0.05%)

 N/A
GBF iShares Government/Credit Bond..

-0.15 (-0.15%)

 N/A

ETFs Containing NUBD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.57% 64% D 24% F
Dividend Return 2.92% 18% F 49% F
Total Return 1.35% 36% F 23% F
Trailing 12 Months  
Capital Gain 3.25% 55% F 27% F
Dividend Return 3.63% 18% F 48% F
Total Return 6.88% 27% F 26% F
Trailing 5 Years  
Capital Gain -14.51% 27% F 28% F
Dividend Return 12.59% 36% F 39% F
Total Return -1.93% 18% F 22% F
Average Annual (5 Year Horizon)  
Capital Gain -4.40% 45% F 15% F
Dividend Return -2.22% 64% D 14% F
Total Return 2.19% 82% B 51% F
Risk Return Profile  
Volatility (Standard Deviation) 5.79% 91% A- 90% A-
Risk Adjusted Return -38.27% 18% F 7% C-
Market Capitalization 0.40B 29% F 45% 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.

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.