UK markets close in 2 hours 4 minutes

Northern US Quality ESG (NUESX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
19.86+0.04 (+0.20%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.02%
5-year average return15.12%
Number of years up4
Number of years down2
Best 1-yr total return (24 Jun 2024)31.40%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return31.40%
Worst 3-yr total return8.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNUESXCategory
YTD8.06%5.31%
1-month4.86%-4.19%
3-month2.43%3.90%
1-year26.07%20.31%
3-year7.91%6.48%
5-year15.65%11.78%
10-year0.00%10.96%
Last bull market25.34%25.56%
Last bear market-15.01%-15.11%

Annual total return (%) history

Year
NUESXCategory
2024
N/AN/A
2023
25.22%22.32%
2022
-18.80%-16.96%
2021
31.31%26.07%
2020
20.15%15.83%
2019
31.40%28.78%
2018
-4.82%-6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.85%N/AN/AN/A
20236.43%8.35%-2.78%11.70%
2022-6.36%-15.01%-5.15%7.57%
20218.14%8.87%0.52%10.96%
2020-19.11%22.19%8.13%12.43%
201913.90%3.53%1.84%9.41%
2018-0.63%3.55%8.38%-14.66%

Rank in category (by total return)

YTD74
1-month34
3-month72
1-year60
3-year53
5-year25

Load adjusted returns

1-year26.07%
3-year7.91%
5-year15.65%
10-yearN/A