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Nuveen Quant Small/Mid Cap Eq Retirement (TSMOX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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14.55
-0.10
(-0.68%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.43%
5-year average return
11.28%
Number of years up
5
Number of years down
2
Best 1-yr total return (4 Jul 2024)
31.80%
Worst 1-yr total return (4 Jul 2024)
N/A
Best 3-yr total return
31.80%
Worst 3-yr total return
8.30%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
TSMOX
Category
YTD
6.45%
20.19%
1-month
-1.54%
0.02%
3-month
-1.80%
4.36%
1-year
17.41%
60.18%
3-year
4.24%
11.32%
5-year
11.79%
13.88%
10-year
0.00%
11.19%
Last bull market
30.01%
27.98%
Last bear market
-15.97%
-24.08%
Annual total return (%) history
Year
TSMOX
Category
2024
N/A
N/A
2023
20.65%
N/A
2022
-16.64%
N/A
2021
31.80%
N/A
2020
15.60%
10.99%
2019
29.64%
23.75%
2018
-7.78%
-12.72%
2017
19.34%
12.28%
2016
N/A
20.78%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
8.41%
-1.80%
N/A
N/A
2023
3.92%
5.25%
-2.73%
13.39%
2022
-5.62%
-15.97%
-2.33%
7.62%
2021
15.80%
7.57%
-0.52%
6.36%
2020
-31.18%
27.16%
4.85%
25.99%
2019
16.72%
3.77%
-0.58%
7.66%
2018
0.00%
7.15%
5.60%
-18.51%
2017
3.91%
1.88%
5.36%
6.98%
2016
7.03%
N/A
N/A
N/A
Rank in category (by total return)
YTD
8
1-month
50
3-month
17
1-year
6
3-year
14
5-year
4
Load adjusted returns
1-year
17.41%
3-year
4.24%
5-year
11.79%
10-year
N/A
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