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Nuveen Large Cap Value I (TRLHX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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22.03
+0.08
(+0.36%)
As of 08:05AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
10.43%
5-year average return
11.77%
Number of years up
6
Number of years down
2
Best 1-yr total return (16 May 2024)
28.80%
Worst 1-yr total return (16 May 2024)
N/A
Best 3-yr total return
28.80%
Worst 3-yr total return
4.59%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
TRLHX
Category
YTD
5.86%
4.44%
1-month
-3.61%
-4.04%
3-month
4.97%
4.09%
1-year
17.66%
14.37%
3-year
7.01%
6.04%
5-year
10.28%
9.20%
10-year
8.25%
8.57%
Last bull market
24.28%
22.97%
Last bear market
-13.17%
-11.27%
Annual total return (%) history
Year
TRLHX
Category
2024
N/A
N/A
2023
14.17%
11.63%
2022
-7.02%
-5.90%
2021
26.89%
26.22%
2020
3.54%
2.91%
2019
28.80%
25.04%
2018
-14.20%
-8.53%
2017
12.45%
15.94%
2016
18.59%
14.81%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.82%
N/A
N/A
N/A
2023
0.53%
5.75%
-2.32%
9.96%
2022
-1.66%
-13.17%
-4.80%
14.38%
2021
11.72%
5.08%
-0.59%
8.74%
2020
-26.70%
13.95%
5.47%
17.53%
2019
12.00%
4.47%
1.06%
8.93%
2018
-2.63%
1.46%
3.77%
-16.31%
2017
3.71%
0.11%
4.21%
3.94%
2016
0.76%
4.00%
5.95%
6.81%
Rank in category (by total return)
YTD
23
1-month
33
3-month
27
1-year
28
3-year
33
5-year
30
Load adjusted returns
1-year
17.66%
3-year
7.01%
5-year
10.28%
10-year
8.25%
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