Performance analysis of NUMV (NUVEEN ESG MID-CAP VALUE ETF)
Annual Return
Over the past 3 years, NUMV has had an average annual return of +14.62%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, NUMV has had an average annual return of +7.79%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Dec 14, 2016, NUMV has had an average annual return of +8.93%, underperforming the benchmark SPY, which returned +15.14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.90% | +14.05% | +12.37% | +8.36% | -14.87% | +31.15% | +0.91% | +29.80% | -12.05% | +14.70% | -0.84% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.97% | +3.25% | -6.73% | +6.86% | +2.57% | +2.34% | +0.60% | +11.90% | |||||
| 2025 | +3.71% | -1.85% | -3.45% | -2.16% | +4.36% | +3.21% | +1.97% | +3.70% | +1.50% | -0.33% | +2.04% | +0.88% | +14.05% |
| 2024 | -2.02% | +4.59% | +5.82% | -4.94% | +3.45% | -1.79% | +6.63% | +1.99% | +2.56% | -2.77% | +6.90% | -7.44% | +12.37% |
| 2023 | +7.70% | -3.78% | -6.91% | +0.42% | -4.51% | +7.67% | +3.84% | -2.17% | -5.55% | -5.59% | +10.24% | +8.95% | +8.36% |
| 2022 | -3.30% | -1.04% | +1.84% | -5.82% | +1.61% | -11.11% | +8.70% | -3.47% | -11.70% | +9.58% | +6.40% | -4.94% | -14.87% |
| 2021 | +0.84% | +7.02% | +6.04% | +5.40% | +2.15% | -2.16% | +0.97% | +2.38% | -3.18% | +6.09% | -3.43% | +6.10% | +31.15% |
| 2020 | -3.14% | -10.49% | -22.93% | +12.22% | +4.43% | +1.47% | +4.74% | +3.58% | -2.11% | +0.67% | +13.60% | +4.57% | +0.91% |
| 2019 | +11.07% | +3.59% | -0.62% | +3.97% | -5.93% | +6.76% | +1.15% | -3.58% | +4.61% | +1.82% | +2.89% | +1.72% | +29.80% |
| 2018 | +3.58% | -4.33% | -0.56% | +1.26% | -2.06% | +2.56% | +0.59% | +1.06% | +0% | -5.70% | +2.18% | -10.39% | -12.05% |
| 2017 | +1.52% | +2.87% | -1.12% | +0.39% | -1.32% | +2.37% | +1.73% | -3.10% | +3.63% | +1.85% | +3.55% | +1.66% | +14.70% |
Drawdown analysis of NUMV (NUVEEN ESG MID-CAP VALUE ETF)
The maximum drawdown for the NUMV was -43.47%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.
The current NUMV drawdown is -1.64%.
Since Dec 14, 2016 NUMV has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.47% | Jan 17, 2020 | 44 | Mar 23, 2020 | 200 | Jan 6, 2021 | 244 |
| -25.62% | Jan 4, 2022 | 456 | Oct 27, 2023 | 178 | Jul 16, 2024 | 634 |
| -20.08% | Jan 29, 2018 | 228 | Dec 24, 2018 | 122 | Jun 20, 2019 | 350 |
| -19.49% | Nov 29, 2024 | 87 | Apr 8, 2025 | 87 | Aug 13, 2025 | 174 |
| -8.70% | Feb 27, 2026 | 21 | Mar 30, 2026 | 25 | May 5, 2026 | 46 |
| -7.50% | Jul 24, 2019 | 16 | Aug 15, 2019 | 18 | Sep 11, 2019 | 34 |
| -7.35% | Nov 16, 2021 | 10 | Dec 1, 2021 | 23 | Jan 4, 2022 | 33 |
| -6.78% | May 7, 2021 | 49 | Jul 19, 2021 | 17 | Aug 11, 2021 | 66 |
| -5.34% | Jul 31, 2024 | 3 | Aug 5, 2024 | 12 | Aug 21, 2024 | 15 |
| -4.77% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
| -4.75% | Sep 2, 2021 | 12 | Sep 21, 2021 | 17 | Oct 14, 2021 | 29 |
| -4.71% | Feb 21, 2017 | 60 | May 17, 2017 | 18 | Jun 13, 2017 | 78 |
| -4.25% | Nov 12, 2025 | 6 | Nov 20, 2025 | 4 | Nov 26, 2025 | 10 |
| -4.19% | Sep 12, 2019 | 18 | Oct 8, 2019 | 9 | Oct 21, 2019 | 27 |
| -4.01% | Aug 8, 2017 | 15 | Aug 29, 2017 | 23 | Oct 2, 2017 | 38 |
| -3.95% | Oct 16, 2024 | 12 | Nov 1, 2024 | 5 | Nov 8, 2024 | 17 |
| -3.73% | Mar 15, 2021 | 7 | Mar 24, 2021 | 7 | Apr 5, 2021 | 14 |
| -3.72% | Aug 11, 2021 | 6 | Aug 19, 2021 | 10 | Sep 2, 2021 | 16 |
| -3.31% | Oct 3, 2025 | 5 | Oct 10, 2025 | 22 | Nov 11, 2025 | 27 |
| -3.22% | Feb 24, 2021 | 2 | Feb 26, 2021 | 6 | Mar 8, 2021 | 8 |
| -2.68% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -2.42% | Nov 27, 2019 | 3 | Dec 3, 2019 | 11 | Dec 18, 2019 | 14 |
| -2.35% | Jun 20, 2019 | 4 | Jun 26, 2019 | 3 | Jul 1, 2019 | 7 |
| -2.21% | May 6, 2026 | 9 | May 19, 2026 | 3 | May 22, 2026 | 12 |
| -2.18% | Jan 15, 2026 | 2 | Jan 20, 2026 | 13 | Feb 6, 2026 | 15 |