Nuveen ESG U.S. Aggregate Bond ETF (NUBD): Rolling Returns

Data Source: from May 1993 to March 2024 (~31 years)
Consolidated Returns as of 31 March 2024

Holding the Nuveen ESG U.S. Aggregate Bond ETF (NUBD) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~31 years), the longest period with a negative return lasted 105 months (from February 2015 to October 2023).

This means that every rolling period of 106 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Nuveen ESG U.S. Aggregate Bond ETF (NUBD) ETF: Historical Returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD) ETF
Previous vs Next Returns - 10 Years annualized
Updated to March 2024

The annualized return of the last 10 years has been 1.31% (updated at Mar 31, 2024).

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 May 1993 - 31 March 2024 (~31 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.35% +22.28%
Dec 2008 - Nov 2009 		-15.34%
Nov 2021 - Oct 2022 		20.83%
75 out of 360
US Inflation Adjusted +2.97% +20.92%
Nov 2008 - Oct 2009 		-21.43%
Nov 2021 - Oct 2022 		33.61%
121 out of 360
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.26% +15.49%
Nov 2008 - Oct 2010 		-8.67%
Nov 2020 - Oct 2022 		9.20%
32 out of 348
US Inflation Adjusted +2.71% +14.95%
Nov 2008 - Oct 2010 		-14.63%
Nov 2020 - Oct 2022 		17.82%
62 out of 348
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.42% +11.86%
Jan 1995 - Dec 1997 		-5.79%
Nov 2020 - Oct 2023 		7.14%
24 out of 336
US Inflation Adjusted +3.13% +9.15%
Jun 2000 - May 2003 		-10.89%
Nov 2020 - Oct 2023 		13.39%
45 out of 336
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.28% +11.40%
Jan 1995 - Dec 1998 		-2.92%
Nov 2019 - Oct 2023 		5.25%
17 out of 324
US Inflation Adjusted +2.75% +8.89%
Jan 1995 - Dec 1998 		-7.17%
Nov 2019 - Oct 2023 		11.42%
37 out of 324
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.86% +9.04%
Sep 1996 - Aug 2001 		-0.71%
Nov 2017 - Oct 2022 		1.60%
5 out of 312
US Inflation Adjusted +3.33% +6.49%
Aug 2007 - Jul 2012 		-4.39%
Nov 2017 - Oct 2022 		9.94%
31 out of 312
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.22% +9.41%
Jan 1995 - Dec 2000 		-0.56%
Nov 2017 - Oct 2023 		1.33%
4 out of 300
US Inflation Adjusted +3.75% +6.68%
Jan 1995 - Dec 2000 		-4.15%
Nov 2017 - Oct 2023 		10.33%
31 out of 300
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.23% +9.69%
Nov 1994 - Oct 2001 		-0.35%
Nov 2016 - Oct 2023 		0.69%
2 out of 288
US Inflation Adjusted +3.75% +7.01%
Nov 1994 - Oct 2001 		-3.72%
Nov 2016 - Oct 2023 		9.38%
27 out of 288
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.15% +9.50%
Jan 1995 - Dec 2002 		+0.28%
Nov 2015 - Oct 2023 		0.00%
0 out of 276
US Inflation Adjusted +3.72% +6.90%
Jan 1995 - Dec 2002 		-2.90%
Nov 2015 - Oct 2023 		9.42%
26 out of 276
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.02% +9.08%
Jun 1994 - May 2003 		+0.32%
Nov 2014 - Oct 2023 		0.00%
0 out of 264
US Inflation Adjusted +3.62% +6.50%
Jun 1994 - May 2003 		-2.52%
Nov 2014 - Oct 2023 		9.85%
26 out of 264
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.74% +8.65%
Jan 1995 - Dec 2004 		+0.56%
Nov 2012 - Oct 2022 		0.00%
0 out of 252
US Inflation Adjusted +3.53% +6.03%
Jan 1995 - Dec 2004 		-2.08%
Nov 2013 - Oct 2023 		9.92%
25 out of 252
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.65% +8.12%
Jun 1994 - May 2005 		+0.53%
Nov 2012 - Oct 2023 		0.00%
0 out of 240
US Inflation Adjusted +3.41% +5.49%
Jul 1994 - Jun 2005 		-2.03%
Nov 2012 - Oct 2023 		10.00%
24 out of 240
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.71% +7.81%
Dec 1994 - Nov 2006 		+1.23%
Nov 2011 - Oct 2023 		0.00%
0 out of 228
US Inflation Adjusted +3.43% +5.16%
Dec 1994 - Nov 2006 		-1.31%
Nov 2011 - Oct 2023 		9.65%
22 out of 228
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.66% +7.89%
Feb 1995 - Jan 2008 		+1.25%
Nov 2010 - Oct 2023 		0.00%
0 out of 216
US Inflation Adjusted +3.46% +5.08%
Feb 1995 - Jan 2008 		-1.36%
Nov 2010 - Oct 2023 		8.80%
19 out of 216
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.58% +7.69%
Sep 1996 - Aug 2010 		+1.89%
Nov 2009 - Oct 2023 		0.00%
0 out of 204
US Inflation Adjusted +3.44% +5.21%
Sep 1996 - Aug 2010 		-0.63%
Nov 2009 - Oct 2023 		3.92%
8 out of 204
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.67% +7.90%
Dec 1994 - Nov 2009 		+2.78%
Mar 2008 - Feb 2023 		0.00%
0 out of 192
US Inflation Adjusted +3.54% +5.26%
Dec 1994 - Nov 2009 		+0.42%
Mar 2008 - Feb 2023 		0.00%
0 out of 192
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.88% +7.98%
Nov 1994 - Oct 2010 		+2.81%
Nov 2007 - Oct 2023 		0.00%
0 out of 180
US Inflation Adjusted +3.53% +5.43%
Nov 1994 - Oct 2010 		+0.37%
Nov 2007 - Oct 2023 		0.00%
0 out of 180
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.71% +7.68%
Jan 1995 - Dec 2011 		+3.00%
Nov 2006 - Oct 2023 		0.00%
0 out of 168
US Inflation Adjusted +3.46% +5.08%
Jan 1995 - Dec 2011 		+0.48%
Nov 2006 - Oct 2023 		0.00%
0 out of 168
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.57% +7.73%
Jan 1995 - Dec 2012 		+3.09%
Nov 2005 - Oct 2023 		0.00%
0 out of 156
US Inflation Adjusted +3.33% +5.17%
Jan 1995 - Dec 2012 		+0.63%
Nov 2005 - Oct 2023 		0.00%
0 out of 156
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.47% +7.36%
May 1994 - Apr 2013 		+3.03%
Nov 2004 - Oct 2023 		0.00%
0 out of 144
US Inflation Adjusted +3.33% +4.83%
May 1994 - Apr 2013 		+0.47%
Nov 2004 - Oct 2023 		0.00%
0 out of 144
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.60% +7.11%
Feb 1995 - Jan 2015 		+3.20%
Nov 2003 - Oct 2023 		0.00%
0 out of 132
US Inflation Adjusted +3.39% +4.76%
Feb 1995 - Jan 2015 		+0.61%
Nov 2003 - Oct 2023 		0.00%
0 out of 132
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Nuveen ESG U.S. Aggregate Bond ETF (NUBD) ETF: Historical Returns page.