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NCPB
+0.16 · +0.64%
$25.32 · NASDAQ

Nuveen Core Plus Bond ETF (NCPB) ETF Analysis | Intermediate Core-Plus Bond

Nuveen · USA
AUM:$57.4M
#– of – in Intermediate Core-Plus Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.30% — competitive for the exposure provided.

What is NCPB?

The fund is an actively managed exchange-traded fund ("ETF") that seeks to pursue its investment objective by investing under normal market conditions, at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in income producing fixed income securities.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
NCPB returned 6.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.30% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 0.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$57.4M
Expense Ratio0.30%
Dividend Yield5.20%
Holdings1
Inception DateMar 2024
Domicile–
Distribution–
Index–
ProviderNuveen
Beta–
CategoryIntermediate Core-Plus Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.2%
1Y
+1.2%
3Y
+9.2%
5Y
+9.2%
OpenBook InsightIf you had invested £10,000 in NCPB 5 years ago, it would have grown to £10,918 — a gain of £918.

Annual Returns

Calendar year performance

NCPB delivered positive returns in 2 of the last 3 calendar years.
YearNCPB
2026 YTD-1.4%
2025+7.7%
2024+2.9%
CAGR 2yr+5.2%
2/3 positive yearsAvg return: +3.1%Worst year: -1.4% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
3.9%
Low
Momentum
-0.5%
30-day change
Support Level
24.52
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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