Nelson Select ETF (NELS) Performance
NELS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.6% since Dec 31, 2025
- 1 year
- +13.2% total return
- Since first price
- +14.3% since 2025
NELS trailing returns vs SPY, QQQ, AGG
| Period | NELS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.3% | −1.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.4% | +1.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.6% | +6.6% | +7.8% | +8.4% | −1.5% |
| YTD | +11.6% | +11.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.2% | +13.2% | +14.4% | +15.9% | −1.1% |
| Since inceptionOct 15, 2025 | +14.3% | +14.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: NELS vs SPY
From Oct 15, 2025: NELS grew to $11,427, SPY to $11,548.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
NELS returns by calendar year
2026 is year to date.
NELS annual returns table
| Year | NELS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.6% | −9.3% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
NELS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 1 | +11.6% | +11.6% | +11.6% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
NELS performance overview
Nelson Select ETF (NELS) returned +13.2% over the past year, with distributions reinvested. Since its first recorded price on Oct 15, 2025 it has returned +14.3%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: NELS chart, NELS holdings, NELS valuation. See the NELS overview for the latest quote and fund facts.
NELS performance FAQ
What is the NELS return over the past year?
NELS returned +13.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 13.2%.
How much would $10,000 invested in NELS be worth?
$10,000 invested in NELS at its first recorded close on October 15, 2025 would be worth about $11,427 on October 23, 2026 with distributions reinvested.