Nuveen ESG Dividend ETF (NUDV) Performance
NUDV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.1% since Dec 31, 2025
- 1 year
- +18.5% total return
- 5 years
- +9.9% a year
- Since first price
- +10.6% a year since 2021
NUDV trailing returns vs SPY, QQQ, AGG
| Period | NUDV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +3.6% | +3.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.6% | +2.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.5% | +5.4% | +7.8% | +8.4% | −1.5% |
| YTD | +15.1% | +13.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +18.5% | +15.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +75.9%+20.7%/yr | +52.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +60.3%+9.9%/yr | +31.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionSep 28, 2021 | +66.8%+10.6%/yr | +36.4% | — | — | — |
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: NUDV vs SPY
From Sep 28, 2021: NUDV grew to $16,675, SPY to $18,734.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
NUDV returns by calendar year
3 of 4 full years positive. Best 2024 (+18.3%), worst 2022 (−7.8%). 2026 is year to date.
NUDV annual returns table
| Year | NUDV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +15.1% | −6.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.8% | −14.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +18.3% | −6.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +10.1% | −12.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −7.8% | −20.1% | −18.2% | −32.6% | −13.0% |
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.
NUDV largest drawdowns
Now 1.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 4, 2022 | −20.1% | Sep 30, 2022 | Dec 14, 2023 | 9 months | 1.9 years |
| Feb 19, 2025 | −14.9% | Apr 8, 2025 | Aug 22, 2025 | 48 days | 6 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
NUDV risk statistics
| Statistic | 3 years | 5 years |
|---|---|---|
| Annualized return | +16.8% | +9.8% |
| Volatility (annualized) | 12.3% | 15.6% |
| Sharpe ratio | 0.98 | 0.45 |
| Sortino ratio | 1.68 | 0.71 |
| Best month | +8.8% | +10.9% |
| Worst month | −5.5% | −9.7% |
| Best 12 months | +34.4% | +34.4% |
| Worst 12 months | +6.2% | −11.1% |
| Positive months | 69% | 58% |
| Beta vs S&P 500 | 0.70 | 0.83 |
| Correlation with S&P 500 | 0.70 | 0.84 |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
NUDV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 50 | −11.1% | +12.3% | +34.4% | 80% |
| 3-year (a year) | 26 | +6.3% | +12.9% | +20.3% | 100% |
| 5-year (a year) | 2 | +9.8% | +9.9% | +9.9% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
NUDV performance overview
Nuveen ESG Dividend ETF (NUDV) returned +18.5% over the past year and +9.9% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned +10.6% a year, turning $10,000 into about $16,675. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −20.1%, from Jan 4, 2022 to Sep 30, 2022, and it took 1.2 years to get back to the old high. NUDV finished 3 of its 4 full calendar years with a gain; the best year was 2024 (+18.3%) and the worst 2022 (−7.8%). Volatility has been 15.6% a year.
Related: NUDV chart, NUDV holdings, NUDV dividends, NUDV valuation. See the NUDV overview for the latest quote and fund facts.
NUDV performance FAQ
What is the NUDV return over the past year?
NUDV returned +18.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 15.6%.
What is the average annual return of NUDV?
NUDV has returned +9.9% a year over 5 years, +10.6% a year since September 28, 2021 (total return, distributions reinvested).
How much would $10,000 invested in NUDV be worth?
$10,000 invested in NUDV at its first recorded close on September 28, 2021 would be worth about $16,675 on October 23, 2026 with distributions reinvested.
What was the worst year for NUDV?
The worst calendar year was 2022, with a total return of −7.8%. The best was 2024 at +18.3%.
What is the biggest drawdown of NUDV?
The largest peak-to-trough decline was −20.1% between January 4, 2022 and September 30, 2022. It recovered to the old high on December 14, 2023, 1.2 years after the bottom.
How volatile is NUDV?
Over the past 3 years NUDV had an annualized volatility of 12.3% and a Sharpe ratio of 0.98 (excess return over 1–3 month T-bills per unit of risk).