Nuveen Short-Term REIT ETF
Ticker
NURE
ISIN
US67092P706
Price
USD 29.46
Change Today
+0.04 / 0.136 %
Price 1 year ago
28.60 / 3.007 %
Morningstar
3
52 Week Low
27.99
52 Week High
29.60
200 Day Moving Average 28.98
28.98
50-day Moving Average
28.98
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 3.673% |
| Average Annual Volatility | 4.963% |
| Sharpe Ratio | 0.74 |
| Sortino Ratio | 0.12 |
| Maximum Drawdown | -2.0% |
| Maximum Drawdown Date | 2026-01-28 |
| Calmar Ratio | -22.53 |
Company information
Summary
The investment seeks to track the investment results of the Dow Jones U.S. Select Short-Term REIT Index. The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in REITs. The index is a subset of the Dow Jones U.S. Select REIT Index, which generally includes equity REITs traded on a national securities exchange in the U.S. that derive at least 75% of their total revenue from the ownership and operation of real estate assets and that have a minimum total market capitalization of $200 million at the time of their inclusion. It is non-diversified.
Market
US
Category
Real Estate
Expense Ratio
0.35%
Fund family
Nuveen
Morningstar
3
Yield
0.0027
Exchange
BTS
| Sector | Weight |
|---|---|
| Realestate | 98.44% |
| Consumer cyclical | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
| Country | Ratio |
|---|---|
| United States | 100.00 |
| Argentina | 0.00 |
| Australia | 0.00 |
| Austria | 0.00 |
| Belgium | 0.00 |
| Brazil | 0.00 |
| Canada | 0.00 |
| Chile | 0.00 |
| China | 0.00 |
| Colombia | 0.00 |
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| MAA | Mid-America Apartment Communities Inc | 5.45% |
| CPT | Camden Property Trust | 5.35% |
| SUI | Sun Communities Inc | 5.32% |
| UDR | UDR Inc | 5.27% |
| ELS | Equity Lifestyle Properties Inc | 5.24% |
| EXR | Extra Space Storage Inc | 5.22% |
| INVH | Invitation Homes Inc | 5.17% |
| AMH | American Homes 4 Rent Class A | 5.15% |
| AVB | AvalonBay Communities Inc | 5.14% |
| PSA | Public Storage | 5.06% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| BAIPX | iShares Short-Term TIPS Bond Index Fund | CA46437N105 | NAS | 4 | Candriam World Alternative Alphamax C | ||
| BIIPX | iShares Short-Term TIPS Bond Index Fund Institutional Shares | US09258N8855 | NAS | 0.11% | 4 | ||
| BKIPX | iShares Short-Term TIPS Bond Index Fund Class K | NAS | 5 | ||||
| ICSH | iShares Ultra Short-Term Bond ETF | IE00BCRY6557 | BTS | 0.08% | 4 | -0.33 | |
| IE00BFG1R114.IR | Dimensional Global Short-Term Investment Grade Fixed Income Fund | IE00BFG1R114 | YHD | 4 | -1.69 | +0.40 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | US808524862 | PCX | 0.03% | 4 | -2.50 | |
| SSHY.L | PIMCO Short-Term High Yield Corporate Bond Index Source UCITS ETF Inc | IE00BD26N85 | LSE | 0.55% | 4 | +2.34 | |
| STHY.L | PIMCO Short-Term High Yield Corporate Bond Index Source UCITS ETF Inc | IE00BD26N85 | LSE | 0.55% | 4 | +2.34 | |
| STYC.L | PIMCO Short-Term High Yield Corporate Bond Index Source UCITS ETF USD Acc | IE00BD26N85 | LSE | 0.55% | 4 | +2.34 | |
| STYIX | Allspring Short-Term High Yield Bond Fund - Class Inst | US94987W752 | NAS | 0.51% | 5 | ||
| USTB | VictoryShares USAA Core Short-Term Bond ETF | US903288579 | NGM | 0.35% | 5 | -0.22 | |
| UTRN | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | US301505749 | PCX | 0.75% | 4 | -8.76 | -- |
| VCSH | Vanguard Short-Term Corporate Bond Index Fund | US92206C409 | NGM | 0.04% | 4 | +0.300 | |
| VGSH | Vanguard Short-Term Treasury Index Fund | US92206C102 | NGM | 0.04% | 4 | -2.48 | |
| VTIP | Vanguard Short-Term Inflation-Protected Securities Index Fund | US922020805 | NGM | 0.04% | 5 | -0.38 | |
| VUSFX | Vanguard Ultra-Short-Term Bond Fund Admiral Shares | US9220317112 | NAS | 0.10% | 4 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend. - Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend. - Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction. - Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend. - Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce. - Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk. - Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.