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Beacon

NUSANuveen ESG 1-5 Year U.S. Aggregate Bond ETF

Get income9y track recordRanked #734 of 1,622 in this goal

Seeks to track the investment results of the Bloomberg MSCI 1-5 Year Aggregate ESG Select Index.

By Nuveen · Launched 2017

Annual Cost

0.14%

#654 of 5,562 · low cost

Fund Size

$34M

#3,928 of 5,562 · small

Dividend YieldGoal

3.86%

Track Record

9 years

#1,539 of 5,562 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,358+3.6%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Index tracking

Focus

ESG

Index tracked

Bloomberg MSCI 1-5 Year Aggregate ESG Select Index

What it actually holds

By weight

Concentration

Top 10 holdings = 25.1% of fund✓ well diversified

United States Treasury Note/Bond
3.5%
United States Treasury Note/Bond
3.4%
United States Treasury Note/Bond
3.0%
United States Treasury Note/Bond
2.8%
United States Treasury Note/Bond
2.7%
United States Treasury Note/Bond
2.1%
US TREASURY N/B
2.1%
United States Treasury Note/Bond
1.9%
United States Treasury Note/Bond - When Issued
1.9%
US TREASURY N/B
1.9%

Asset allocation

Bonds
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.8%Low

Year-on-year price swings

Max drawdown
-9.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.33Below average
Sortino (3Y)
0.49Moderate downside risk

Bond profile

Duration

3.9 years

Avg maturity

9.9 years

Credit ratings

US Government
68.8%
AAA
7.3%
AA
68.4%
A
12.8%
BBB
10.8%
Other
0.7%

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to track the investment results of the Bloomberg MSCI 1-5 Year Aggregate ESG Select Index.
Strategy
Invests primarily in securities of the Bloomberg MSCI 1-5 Year Aggregate ESG Select Index, which selects from the Bloomberg 1-5 Year U.S. Aggregate Bond Index using ESG criteria. The Fund uses representative sampling and rebalances monthly to align with the Index's characteristics.
Inception date
March 31, 2017
Fund family
Nuveen

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Data updated on 2026-06-20