(NUMV) Nuveen ESG Mid-Cap - Performance 3.3% in 12m
Compare NUMV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
53.92%
#37 in Group
Rel. Strength
51.18%
#3885 in Universe
Total Return 12m
3.31%
#29 in Group
Total Return 5y
82.38%
#33 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 (3.3%) vs SPY (9.9%)
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. |
4.03% | 10.9% | 145% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
3.64% | 11.7% | 143% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
6.05% | 11% | 142% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
3.35% | 7.13% | 128% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
3.25% | 2.16% | 127% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
6.29% | 9.27% | 125% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
4.1% | 4.18% | 97.9% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
3.07% | 7.14% | 125% | - | - | - | - | - |
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 | 5.12% | 2.87% | 2.87% |
| 3 Months | -4.73% | -6.42% | -6.42% |
| 12 Months | 3.31% | 9.87% | 9.87% |
| 5 Years | 82.38% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | NUMV | SPY | S&P 500 |
| 1 Month | 93.5% | 89.4% | 89.4% |
| 3 Months | -77.6% | -72% | -72% |
| 12 Months | 23.3% | 49.3% | 49.3% |
| 5 Years | 60.4% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #4 | 2.19% | 2.19% |
| 3 Month | #25 | 1.80% | 1.80% |
| 12 Month | #27 | -5.98% | -5.98% |
| 5 Years | #43 | -12.1% | -12.1% |
FAQs
Does NUMV Nuveen ESG Mid-Cap outperforms the market?
No,
over the last 12 months NUMV made 3.31%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months NUMV made -4.73%, while SPY made -6.42%.
Over the last 3 months NUMV made -4.73%, while SPY made -6.42%.
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 | 0.43% | 2.25% | -2.22% | -6.56% |
| US NASDAQ 100 | QQQ | 0.18% | 0.41% | -2.63% | -8.01% |
| US Dow Jones Industrial 30 | DIA | 0.15% | 3.51% | -1.19% | -3.06% |
| German DAX 40 | DAX | -1.69% | -14.2% | -27.8% | -21.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.23% | -1.15% | -1.45% | -2.32% |
| Hongkong Hang Seng | HSI | -3.09% | -11.1% | -11.7% | -8.78% |
| India NIFTY 50 | INDA | 2.82% | 2.84% | -4.12% | 0.98% |
| Brasil Bovespa | EWZ | -1.62% | -6.41% | -11.4% | 9.79% |
NUMV vs. Sectors NUMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.25% | 1.45% | -8.40% | -17.0% |
| Consumer Discretionary | XLY | -0.49% | 1.61% | -0.03% | -10.7% |
| Consumer Staples | XLP | 0.80% | 3.10% | -9.13% | -4.25% |
| Energy | XLE | -0.55% | 5.04% | 3.78% | 13.1% |
| Financial | XLF | -0.20% | -0.45% | -8.10% | -18.2% |
| Health Care | XLV | 4.22% | 9.50% | 3.01% | 9.23% |
| Industrial | XLI | -1.14% | -2.26% | -3.20% | -6.68% |
| Materials | XLB | 0.44% | 0.41% | 1.83% | 9.34% |
| Real Estate | XLRE | 0.76% | -1.0% | -4.60% | -10.2% |
| Technology | XLK | -0.46% | -1.62% | 0.05% | -3.69% |
| Utilities | XLU | -0.61% | -0.50% | -9.99% | -12.6% |
| Aerospace & Defense | XAR | -0.08% | -4.22% | -11.5% | -21.9% |
| Biotech | XBI | 8.51% | 3.10% | 18.8% | 17.3% |
| Homebuilder | XHB | 0.87% | 2.05% | 11.4% | 13.1% |
| Retail | XRT | 0.28% | 1.53% | 4.07% | 7.63% |