NuShrs ETF Trst Shs of Benef Interest NuShares ESG Large-Cap Value (NULV)

$33.01
C Fund
- Sector
Fund TypeETF
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. Large Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Large-Cap Value 11 0.86 0.64% 0.33% 0.00%
U.S. Large Cap - Value 11 0.89 1.26% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 3.57% 4.59% -1.02%
Year-to-Date 0.64% 1.26% -0.62%
1 Year 15.73% 15.08% 0.66%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

11%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 11% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.00%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$0

Real cost (fees + lost compounding)

$0

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
96%

Return in excess of styles
(over past year)
-0.63%