(NUMV) Nuveen ESG Mid-Cap - Performance 2.3% in 12m
Compare NUMV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.26%
#37 in Group
Rel. Strength
47.96%
#4180 in Universe
Total Return 12m
2.25%
#32 in Group
Total Return 5y
78.02%
#32 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: NUMV (2.3%) vs SPY (9.3%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
-4.15% | 9.5% | 141% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
-4.85% | 10.5% | 137% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
-1.79% | 8.17% | 137% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
-5.09% | 5.64% | 123% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
-5.29% | 1.48% | 127% | - | - | - | - | - |
| COWZ BATS Pacer US Cash Cows 100 |
-6.44% | -6.39% | 133% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
-4.65% | 3.34% | 93.2% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
-6.58% | 6.93% | 118% | - | - | - | - | - |
Performance Comparison: NUMV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for NUMV
| Total Return (including Dividends) | NUMV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.43% | -2.90% | -2.90% |
| 3 Months | -8.79% | -7.85% | -7.85% |
| 12 Months | 2.25% | 9.33% | 9.33% |
| 5 Years | 78.02% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | NUMV | SPY | S&P 500 |
| 1 Month | -29.7% | -35.6% | -35.6% |
| 3 Months | -93.0% | -89.7% | -89.7% |
| 12 Months | 35.3% | 58.3% | 58.3% |
| 5 Years | 60.5% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #5 | -0.55% | -0.55% |
| 3 Month | #24 | -1.02% | -1.02% |
| 12 Month | #32 | -6.47% | -6.47% |
| 5 Years | #43 | -13.7% | -13.7% |
FAQs
Does NUMV Nuveen ESG Mid-Cap outperforms the market?
No,
over the last 12 months NUMV made 2.25%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.33%.
Over the last 3 months NUMV made -8.79%, while SPY made -7.85%.
Over the last 3 months NUMV made -8.79%, while SPY made -7.85%.
Performance Comparison NUMV vs Indeces and Sectors
NUMV vs. Indices NUMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.42% | -0.53% | -2.95% | -7.08% |
| US NASDAQ 100 | QQQ | -4.38% | -1.55% | -3.23% | -7.62% |
| US Dow Jones Industrial 30 | DIA | -0.35% | 1.71% | -2.84% | -3.93% |
| German DAX 40 | DAX | 0.24% | -1.54% | -21.2% | -19.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.11% | 0.14% | -1.32% | -2.93% |
| Hongkong Hang Seng | HSI | -0.15% | 0.11% | -4.04% | -8.05% |
| India NIFTY 50 | INDA | 5.01% | -5.48% | -4.03% | 0.91% |
| Brasil Bovespa | EWZ | -2.17% | -5.75% | -6.30% | 10.5% |
NUMV vs. Sectors NUMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.28% | 0.92% | -11.3% | -18.3% |
| Consumer Discretionary | XLY | -4.77% | -0.60% | -6.17% | -8.50% |
| Consumer Staples | XLP | 5.04% | -3.47% | -8.37% | -7.13% |
| Energy | XLE | 0.93% | 7.85% | -1.41% | 14.0% |
| Financial | XLF | -0.46% | 0.87% | -10.1% | -17.4% |
| Health Care | XLV | 0.60% | 1.34% | -1.09% | 2.36% |
| Industrial | XLI | -0.59% | -0.51% | -3.31% | -3.78% |
| Materials | XLB | 0.83% | 1.21% | 4.38% | 8.95% |
| Real Estate | XLRE | 2.41% | -1.26% | -0.79% | -11.5% |
| Technology | XLK | -6.23% | -1.99% | 1.60% | -2.35% |
| Utilities | XLU | 1.73% | -4.46% | -5.57% | -17.9% |
| Aerospace & Defense | XAR | -1.98% | -6.18% | -14.5% | -22.2% |
| Biotech | XBI | -1.55% | 2.74% | 11.0% | 8.27% |
| Homebuilder | XHB | -0.67% | 1.80% | 12.6% | 12.0% |
| Retail | XRT | 0.37% | -1.02% | 2.01% | 7.17% |