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Nuveen Dividend Growth I (NSBRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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60.33-0.11 (-0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.75%
5-year average return12.19%
Number of years up13
Number of years down4
Best 1-yr total return (17 Jun 2024)31.85%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return31.85%
Worst 3-yr total return7.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNSBRXCategory
YTD5.59%5.31%
1-month3.75%-4.19%
3-month1.52%3.90%
1-year19.03%20.31%
3-year7.71%6.48%
5-year12.60%11.78%
10-year10.61%10.96%
Last bull market19.49%25.56%
Last bear market-12.10%-15.11%

Annual total return (%) history

Year
NSBRXCategory
2024
N/AN/A
2023
15.07%22.32%
2022
-9.53%-16.96%
2021
27.17%26.07%
2020
9.75%15.83%
2019
31.85%28.78%
2018
-4.11%-6.27%
2017
20.03%20.44%
2016
11.84%10.37%
2015
-2.97%-1.07%
2014
13.16%10.96%
2013
25.78%31.50%
2012
13.32%14.96%
2011
5.48%-1.27%
2010
15.46%14.01%
2009
17.45%28.17%
2008
-24.41%-37.79%
2007
11.64%6.16%
2006
N/A14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.74%N/AN/AN/A
20231.62%5.55%-3.48%11.15%
2022-3.80%-12.10%-4.79%12.38%
20216.28%5.51%-0.27%13.71%
2020-19.07%15.09%7.10%10.01%
201911.89%5.77%4.30%6.82%
2018-2.20%2.86%7.66%-11.46%
20174.35%3.94%4.03%6.38%
20162.94%3.68%1.22%3.53%
20151.23%-0.72%-6.68%3.46%
20142.21%4.14%-0.09%6.41%
20139.11%0.38%3.98%10.44%
201210.10%-3.54%6.25%0.43%
20115.93%0.80%-12.15%12.44%
20101.89%-9.72%14.51%9.61%
2009-11.84%11.99%12.18%6.04%
2008-1.07%-4.95%-6.66%-13.89%
20074.98%4.54%4.02%-2.21%
20064.38%3.71%6.41%N/A

Rank in category (by total return)

YTD88
1-month71
3-month84
1-year87
3-year59
5-year79

Load adjusted returns

1-year19.03%
3-year7.71%
5-year12.60%
10-year10.61%