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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.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.43%
5-year average return11.77%
Number of years up6
Number of years down2
Best 1-yr total return (16 May 2024)28.80%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return28.80%
Worst 3-yr total return4.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRLHXCategory
YTD5.86%4.44%
1-month-3.61%-4.04%
3-month4.97%4.09%
1-year17.66%14.37%
3-year7.01%6.04%
5-year10.28%9.20%
10-year8.25%8.57%
Last bull market24.28%22.97%
Last bear market-13.17%-11.27%

Annual total return (%) history

Year
TRLHXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20249.82%N/AN/AN/A
20230.53%5.75%-2.32%9.96%
2022-1.66%-13.17%-4.80%14.38%
202111.72%5.08%-0.59%8.74%
2020-26.70%13.95%5.47%17.53%
201912.00%4.47%1.06%8.93%
2018-2.63%1.46%3.77%-16.31%
20173.71%0.11%4.21%3.94%
20160.76%4.00%5.95%6.81%

Rank in category (by total return)

YTD23
1-month33
3-month27
1-year28
3-year33
5-year30

Load adjusted returns

1-year17.66%
3-year7.01%
5-year10.28%
10-year8.25%