Singapore markets close in 3 hours 25 minutes

Nuveen Quant Small Cap Equity Ret (TRSEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
17.72-0.07 (-0.39%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.33%
5-year average return9.39%
Number of years up15
Number of years down6
Best 1-yr total return (17 Jun 2024)39.66%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return39.66%
Worst 3-yr total return5.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRSEXCategory
YTD6.34%20.19%
1-month6.02%0.02%
3-month2.16%4.36%
1-year25.16%60.18%
3-year3.19%11.32%
5-year10.82%13.88%
10-year9.09%11.19%
Last bull market30.29%27.98%
Last bear market-16.58%-24.08%

Annual total return (%) history

Year
TRSEXCategory
2024
N/AN/A
2023
18.51%N/A
2022
-15.71%N/A
2021
24.73%N/A
2020
12.53%10.99%
2019
23.58%23.75%
2018
-12.16%-12.72%
2017
14.74%12.28%
2016
19.63%20.78%
2015
-0.12%-5.38%
2014
6.68%3.79%
2013
39.66%37.39%
2012
13.79%15.46%
2011
-4.16%-4.07%
2010
27.21%25.61%
2009
26.58%31.80%
2008
-32.90%-36.56%
2007
-6.37%-1.10%
2006
17.69%15.03%
2005
3.14%6.75%
2004
20.12%18.94%
2003
46.96%43.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.52%N/AN/AN/A
20233.02%6.00%-4.03%13.07%
2022-5.72%-16.58%-0.83%8.07%
202116.01%5.51%-2.77%4.81%
2020-33.94%24.98%3.17%32.10%
201915.18%2.60%-2.78%7.56%
2018-0.70%5.24%4.37%-19.46%
20173.05%1.34%5.67%3.98%
2016-2.57%1.32%9.94%10.23%
20155.14%0.39%-9.28%4.32%
20141.56%2.49%-5.90%8.91%
201312.19%3.91%11.10%7.83%
201213.03%-5.23%5.02%1.15%
20118.40%-0.58%-23.13%15.69%
20109.06%-10.34%12.72%15.42%
2009-14.99%20.13%19.17%4.01%
2008-8.74%1.72%-3.78%-24.88%
20072.14%3.94%-6.91%-5.26%
200613.73%-4.31%-0.25%8.42%
2005-5.64%3.78%4.04%1.23%
20046.96%0.28%-2.00%14.28%
2003-4.37%23.38%8.70%14.59%

Rank in category (by total return)

YTD19
1-month11
3-month50
1-year22
3-year26
5-year37

Load adjusted returns

1-year25.16%
3-year3.19%
5-year10.82%
10-year9.09%