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Nuveen Large Cap Value Instl (TRLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.19+0.06 (+0.28%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.11%
5-year average return10.65%
Number of years up15
Number of years down6
Best 1-yr total return (1 May 2024)34.43%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return34.43%
Worst 3-yr total return4.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRLIXCategory
YTD9.86%17.52%
1-month4.68%-0.87%
3-month9.86%5.51%
1-year24.86%42.88%
3-year9.92%11.93%
5-year12.08%12.07%
10-year8.81%10.95%
Last bull market44.71%23.18%
Last bear market-13.16%-17.87%

Annual total return (%) history

Year
TRLIXCategory
2024
N/AN/A
2023
14.31%N/A
2022
-6.99%N/A
2021
27.01%N/A
2020
3.59%2.91%
2019
28.81%25.04%
2018
-14.10%-8.53%
2017
12.52%15.94%
2016
18.60%14.81%
2015
-4.69%-4.05%
2014
9.16%10.21%
2013
34.43%31.21%
2012
19.68%14.57%
2011
-5.67%-0.75%
2010
18.18%13.66%
2009
30.88%24.13%
2008
-39.85%-37.09%
2007
-0.06%1.42%
2006
21.24%18.15%
2005
5.16%5.95%
2004
20.90%12.97%
2003
33.81%28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.86%N/AN/AN/A
20230.58%5.74%-2.32%10.03%
2022-1.66%-13.16%-4.80%14.39%
202111.71%5.07%-0.55%8.80%
2020-26.68%13.94%5.47%17.59%
201911.93%4.53%1.05%8.95%
2018-2.63%1.51%3.83%-16.30%
20173.76%0.11%4.21%3.95%
20160.82%4.00%5.95%6.77%
20151.34%-0.22%-10.47%5.28%
20141.48%4.43%-0.86%3.89%
201312.10%3.52%5.34%9.97%
201213.18%-3.06%6.38%2.54%
20115.74%-1.59%-19.41%12.49%
20107.95%-12.41%11.71%11.88%
2009-12.80%22.75%20.04%1.86%
2008-10.43%-5.79%-7.81%-22.69%
20072.25%6.77%-2.74%-5.88%
20067.07%-0.73%4.66%8.98%
2005-1.84%1.59%2.49%2.90%
20043.87%0.99%0.90%14.22%
2003-5.51%18.45%3.76%15.22%

Rank in category (by total return)

YTD32
1-month63
3-month32
1-year26
3-year34
5-year29

Load adjusted returns

1-year24.86%
3-year9.92%
5-year12.08%
10-year8.81%