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Nuveen Lifecycle Index 2040 I (TLZHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.42+0.02 (+0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.66%
5-year average return9.64%
Number of years up6
Number of years down2
Best 1-yr total return (16 May 2024)24.46%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return24.46%
Worst 3-yr total return3.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTLZHXCategory
YTD2.65%10.80%
1-month-3.46%1.06%
3-month2.58%6.14%
1-year13.26%33.59%
3-year2.74%12.99%
5-year8.02%12.87%
10-year7.95%9.72%
Last bull market20.42%19.05%
Last bear market-13.02%-17.54%

Annual total return (%) history

Year
TLZHXCategory
2024
N/AN/A
2023
18.85%N/A
2022
-16.77%N/A
2021
14.77%N/A
2020
16.16%14.56%
2019
24.46%23.19%
2018
-6.42%-7.74%
2017
20.28%19.52%
2016
9.00%7.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.33%N/AN/AN/A
20236.45%4.98%-3.60%10.33%
2022-5.88%-13.02%-6.30%8.51%
20213.68%6.17%-0.91%5.22%
2020-17.54%17.18%6.84%12.52%
201911.20%3.59%0.58%7.42%
2018-0.56%1.32%4.42%-11.06%
20175.90%3.66%4.40%4.95%
20160.76%1.89%4.57%1.54%

Rank in category (by total return)

YTD53
1-month40
3-month55
1-year51
3-year20
5-year26

Load adjusted returns

1-year13.26%
3-year2.74%
5-year8.02%
10-year7.95%