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

Get income9y track recordRanked #723 of 1,706 in this goal

Tracks the investment results of the Bloomberg MSCI 1-5 Year Aggregate ESG Select Index.

By Nuveen · Launched 2017

Annual Cost

0.14%

#557 of 6,040 · low cost

Fund Size

$37M

#4,064 of 6,040 · small

Return (1Y)

+0.8%

Track Record

9 years

#1,523 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,096+1.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Focus

ESG

Index tracked

Bloomberg MSCI 1-5 Year Aggregate ESG Select Index

Holdings

By weight

Concentration

Top 10 holdings = 26.9% of funddiversified

United States Treasury Note/Bond
4.2%
United States Treasury Note/Bond
3.5%
United States Treasury Note/Bond
3.4%
United States Treasury Note/Bond
2.8%
United States Treasury Note/Bond
2.8%
United States Treasury Note/Bond
2.7%
US TREASURY N/B
2.1%
United States Treasury Note/Bond
1.9%
United States Treasury Note/Bond
1.8%
United States Treasury Note/Bond
1.8%

Asset allocation

Bonds
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.9%Low

Year-on-year price swings

Max drawdown
-9.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.11Below average
Sortino (3Y)
0.16Moderate downside risk

Bond profile

Duration

4.0 years

Avg maturity

9.8 years

Credit ratings

US Government
69.6%
AAA
7.3%
AA
68.4%
A
12.8%
BBB
10.8%
Other
0.7%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the Bloomberg MSCI 1-5 Year Aggregate ESG Select Index.
Strategy
Invests primarily in U.S. dollar-denominated, investment grade taxable debt securities using a representative sampling strategy to track the Bloomberg MSCI 1-5 Year Aggregate ESG Select Index. The Fund reconstitutes and rebalances monthly, investing at least 80% of net assets in component securities of the Index.
Inception date
March 31, 2017
Fund family
Nuveen

Next steps

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Data updated on 2026-09-18