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Nuveen Large Cap Value Retire (TRLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.19+0.10 (+0.47%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.03%
5-year average return10.37%
Number of years up15
Number of years down6
Best 1-yr total return (1 May 2024)34.06%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return34.06%
Worst 3-yr total return4.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRLCXCategory
YTD9.80%17.52%
1-month4.65%-0.87%
3-month9.80%5.51%
1-year24.56%42.88%
3-year9.64%11.93%
5-year11.79%12.07%
10-year8.54%10.95%
Last bull market44.46%23.18%
Last bear market-13.25%-17.87%

Annual total return (%) history

Year
TRLCXCategory
2024
N/AN/A
2023
13.98%N/A
2022
-7.19%N/A
2021
26.67%N/A
2020
3.35%2.91%
2019
28.56%25.04%
2018
-14.37%-8.53%
2017
12.22%15.94%
2016
18.31%14.81%
2015
-4.91%-4.05%
2014
8.88%10.21%
2013
34.06%31.21%
2012
19.35%14.57%
2011
-5.88%-0.75%
2010
17.94%13.66%
2009
30.59%24.13%
2008
-40.05%-37.09%
2007
-0.23%1.42%
2006
20.93%18.15%
2005
4.81%5.95%
2004
20.53%12.97%
2003
33.82%28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.80%N/AN/AN/A
20230.47%5.72%-2.38%9.92%
2022-1.71%-13.25%-4.82%14.36%
202111.64%5.00%-0.59%8.71%
2020-26.70%13.83%5.42%17.51%
201911.97%4.42%1.00%8.87%
2018-2.69%1.41%3.79%-16.39%
20173.66%0.05%4.17%3.86%
20160.76%3.95%5.85%6.72%
20151.28%-0.28%-10.51%5.20%
20141.43%4.39%-0.97%3.84%
201311.99%3.46%5.30%9.88%
201213.04%-3.14%6.33%2.52%
20115.60%-1.60%-19.48%12.50%
20107.88%-12.45%11.66%11.83%
2009-12.83%22.81%19.87%1.77%
2008-10.45%-5.87%-7.92%-22.76%
20072.19%6.73%-2.75%-5.94%
20067.01%-0.79%4.60%8.90%
2005-1.91%1.44%2.41%2.85%
20043.78%0.99%0.83%14.06%
2003-5.23%18.37%3.68%15.06%

Rank in category (by total return)

YTD33
1-month64
3-month33
1-year28
3-year39
5-year33

Load adjusted returns

1-year24.56%
3-year9.64%
5-year11.79%
10-year8.54%