Consolidated Returns as of 30 June 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
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The annualized return of the last 10 years has been 1.11% (updated at Jun 30, 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.34% |
+22.28%
Dec 2008 - Nov 2009 |
-15.34%
Nov 2021 - Oct 2022 |
20.94%
76 out of 363 |
US Inflation Adjusted | +2.93% |
+20.92%
Nov 2008 - Oct 2009 |
-21.43%
Nov 2021 - Oct 2022 |
34.16%
124 out of 363 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.20% |
+15.49%
Nov 2008 - Oct 2010 |
-8.67%
Nov 2020 - Oct 2022 |
9.69%
34 out of 351 |
US Inflation Adjusted | +2.68% |
+14.95%
Nov 2008 - Oct 2010 |
-14.63%
Nov 2020 - Oct 2022 |
18.52%
65 out of 351 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.42% |
+11.86%
Jan 1995 - Dec 1997 |
-5.79%
Nov 2020 - Oct 2023 |
7.96%
27 out of 339 |
US Inflation Adjusted | +3.11% |
+9.15%
Jun 2000 - May 2003 |
-10.89%
Nov 2020 - Oct 2023 |
14.16%
48 out of 339 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.27% |
+11.40%
Jan 1995 - Dec 1998 |
-3.15%
May 2020 - Apr 2024 |
6.12%
20 out of 327 |
US Inflation Adjusted | +2.67% |
+8.89%
Jan 1995 - Dec 1998 |
-7.90%
May 2020 - Apr 2024 |
12.23%
40 out of 327 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.86% |
+9.04%
Sep 1996 - Aug 2001 |
-0.71%
Nov 2017 - Oct 2022 |
2.54%
8 out of 315 |
US Inflation Adjusted | +3.25% |
+6.49%
Aug 2007 - Jul 2012 |
-4.42%
Jul 2019 - Jun 2024 |
10.79%
34 out of 315 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.22% |
+9.41%
Jan 1995 - Dec 2000 |
-0.56%
Nov 2017 - Oct 2023 |
1.32%
4 out of 303 |
US Inflation Adjusted | +3.70% |
+6.68%
Jan 1995 - Dec 2000 |
-4.15%
Nov 2017 - Oct 2023 |
11.22%
34 out of 303 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.22% |
+9.69%
Nov 1994 - Oct 2001 |
-0.35%
Nov 2016 - Oct 2023 |
0.69%
2 out of 291 |
US Inflation Adjusted | +3.74% |
+7.01%
Nov 1994 - Oct 2001 |
-3.72%
Nov 2016 - Oct 2023 |
10.31%
30 out of 291 |
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Annualized Rolling Returns - 8 Years (96 months)
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 279 |
US Inflation Adjusted | +3.72% |
+6.90%
Jan 1995 - Dec 2002 |
-2.90%
Nov 2015 - Oct 2023 |
10.39%
29 out of 279 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.01% |
+9.08%
Jun 1994 - May 2003 |
+0.32%
Nov 2014 - Oct 2023 |
0.00%
0 out of 267 |
US Inflation Adjusted | +3.62% |
+6.50%
Jun 1994 - May 2003 |
-2.52%
Nov 2014 - Oct 2023 |
10.86%
29 out of 267 |
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Annualized Rolling Returns - 10 Years (120 months)
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 255 |
US Inflation Adjusted | +3.50% |
+6.03%
Jan 1995 - Dec 2004 |
-2.08%
Nov 2013 - Oct 2023 |
10.98%
28 out of 255 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.63% |
+8.12%
Jun 1994 - May 2005 |
+0.53%
Nov 2012 - Oct 2023 |
0.00%
0 out of 243 |
US Inflation Adjusted | +3.40% |
+5.49%
Jul 1994 - Jun 2005 |
-2.03%
Nov 2012 - Oct 2023 |
11.11%
27 out of 243 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.67% |
+7.81%
Dec 1994 - Nov 2006 |
+1.22%
May 2012 - Apr 2024 |
0.00%
0 out of 231 |
US Inflation Adjusted | +3.42% |
+5.16%
Dec 1994 - Nov 2006 |
-1.38%
May 2012 - Apr 2024 |
10.82%
25 out of 231 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.65% |
+7.89%
Feb 1995 - Jan 2008 |
+1.25%
Nov 2010 - Oct 2023 |
0.00%
0 out of 219 |
US Inflation Adjusted | +3.42% |
+5.08%
Feb 1995 - Jan 2008 |
-1.36%
Nov 2010 - Oct 2023 |
10.05%
22 out of 219 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.50% |
+7.69%
Sep 1996 - Aug 2010 |
+1.89%
Nov 2009 - Oct 2023 |
0.00%
0 out of 207 |
US Inflation Adjusted | +3.43% |
+5.21%
Sep 1996 - Aug 2010 |
-0.70%
May 2010 - Apr 2024 |
5.31%
11 out of 207 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.66% |
+7.90%
Dec 1994 - Nov 2009 |
+2.69%
Jun 2009 - May 2024 |
0.00%
0 out of 195 |
US Inflation Adjusted | +3.50% |
+5.26%
Dec 1994 - Nov 2009 |
+0.08%
Jun 2009 - May 2024 |
0.00%
0 out of 195 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.56% |
+7.98%
Nov 1994 - Oct 2010 |
+2.73%
May 2008 - Apr 2024 |
0.00%
0 out of 183 |
US Inflation Adjusted | +3.41% |
+5.43%
Nov 1994 - Oct 2010 |
+0.31%
May 2008 - Apr 2024 |
0.00%
0 out of 183 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.68% |
+7.68%
Jan 1995 - Dec 2011 |
+3.00%
Nov 2006 - Oct 2023 |
0.00%
0 out of 171 |
US Inflation Adjusted | +3.44% |
+5.08%
Jan 1995 - Dec 2011 |
+0.48%
Nov 2006 - Oct 2023 |
0.00%
0 out of 171 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.54% |
+7.73%
Jan 1995 - Dec 2012 |
+3.09%
Nov 2005 - Oct 2023 |
0.00%
0 out of 159 |
US Inflation Adjusted | +3.30% |
+5.17%
Jan 1995 - Dec 2012 |
+0.63%
Nov 2005 - Oct 2023 |
0.00%
0 out of 159 |
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Annualized Rolling Returns - 19 Years (228 months)
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 147 |
US Inflation Adjusted | +3.32% |
+4.83%
May 1994 - Apr 2013 |
+0.47%
Nov 2004 - Oct 2023 |
0.00%
0 out of 147 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.59% |
+7.11%
Feb 1995 - Jan 2015 |
+3.20%
Nov 2003 - Oct 2023 |
0.00%
0 out of 135 |
US Inflation Adjusted | +3.38% |
+4.76%
Feb 1995 - Jan 2015 |
+0.61%
Nov 2003 - Oct 2023 |
0.00%
0 out of 135 |
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To obtain comprehensive information, please consult the Nuveen ESG U.S. Aggregate Bond ETF (NUBD) ETF: Historical Returns page.