Back to top
Nuveen Social Choice Low Carbon Equity Fund Retirement: (MF: TEWCX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$22.64 USD
+0.19 (0.85%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.43 | 34 |
| 3 months | 0.64 | 46 |
| 6 months | 10.43 | 34 |
| 1 Year | 20.33 | 28 |
| 3 Year | 6.21 | 55 |
| 5 Year | 13.66 | 20 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 20.33 |
| 5 Year | 13.65 |
| 10 Year | NA |
| Since Inception | 13.05 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.72 | 0.64 | NA | NA |
| 2023 | 6.06 | 6.29 | -3.17 | 12.53 |
| 2022 | -6.53 | -16.73 | -4.63 | 9.98 |
| 2021 | 7.18 | 8.32 | -0.59 | 8.86 |
| 2020 | -20.02 | 22.27 | 9.14 | 14.32 |
| 2019 | 13.44 | 4.08 | 2.48 | 9.01 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.43 | 22.83 | -18.37 | 25.64 | 22.01 | 31.92 | -6.09 | 20.55 | 12.69 |
| % Total Return Rel to Index | -4.87 | -3.40 | -0.16 | -3.03 | 3.61 | 0.43 | -1.70 | -1.24 | 0.75 |
| % Total Return Rel to Peer | 1.60 | 7.55 | -7.58 | 1.30 | 13.80 | 6.28 | 1.46 | 3.14 | 1.36 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 3.00 | 1.00 | 1.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.21 | 0.16 | 0.12 | 0.12 | 0.15 | 0.15 | 0.14 | 0.22 |
| % Yield | 0.00 | 1.01 | 0.95 | 0.56 | 0.69 | 1.00 | 1.29 | 1.12 | 1.96 |
| Capital Gains ($) | 0.00 | 0.09 | 0.10 | 1.01 | 0.22 | 0.22 | 0.50 | 0.11 | 0.07 |
| Expense Ratio | 0.00 | 0.54 | 0.56 | 0.56 | 0.57 | 0.57 | 0.57 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%