Nuveen Winslow Large-cap Growth Esg Fund Class R6: (MF: NWCFX)
(NASDAQ Mutual Funds) As of Oct 4, 2024 08:00 PM ET
$67.47 USD
+0.70 (1.05%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 21.31 | 12 |
3 months | 6.67 | 32 |
6 months | 9.00 | 46 |
1 Year | 35.42 | 2 |
3 Year | 7.34 | 33 |
5 Year | 17.89 | 5 |
10 Year | 15.35 | 3 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 40.24 |
5 Year | 18.36 |
10 Year | 15.80 |
Since Inception | 16.52 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 13.50 | 8.05 | NA | NA |
2023 | 12.31 | 11.95 | -3.50 | 18.50 |
2022 | -12.80 | -21.94 | -6.81 | 8.41 |
2021 | 0.55 | 12.93 | 2.75 | 9.29 |
2020 | -11.88 | 28.24 | 11.54 | 9.59 |
2019 | 17.47 | 4.63 | -0.48 | 9.27 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 21.31 | 43.78 | -31.24 | 27.53 | 38.13 | 33.67 | 3.71 | 33.10 | -3.88 | 6.70 | 10.76 |
% Total Return Rel to Index | 1.76 | 17.54 | -13.03 | -1.15 | 19.73 | 2.18 | 8.10 | 11.30 | -15.82 | 5.31 | -2.88 |
% Total Return Rel to Peer | 6.46 | 20.78 | -11.54 | 5.47 | 18.22 | 5.25 | 10.57 | 12.42 | -11.70 | 8.30 | 2.55 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 2.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.02 | 0.08 | 0.02 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.05 | 0.18 | 0.07 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 2.87 | 3.49 | 5.89 | 2.91 | 3.52 | 6.23 | 7.05 | 5.80 | 6.16 | 4.61 |
Expense Ratio | 0.52 | 0.51 | 0.56 | 0.54 | 0.52 | 0.57 | 0.55 | 0.57 | 0.58 | 0.74 | 0.66 |
* 1 = Top 20%, 5 = Bottom 20%