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Nuveen Core Plus Bond Fund R6: (MF: TIBFX)
(NASDAQ Mutual Funds) As of Sep 16, 2024 08:00 PM ET
$9.49 USD
+0.03 (0.32%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.33 | 9 |
| 3 months | 4.75 | 22 |
| 6 months | 5.29 | 4 |
| 1 Year | 8.83 | 6 |
| 3 Year | -1.42 | 49 |
| 5 Year | 0.76 | 56 |
| 10 Year | 2.22 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -3.43 |
| Bull Market (2/09 - 3/21) | 79.74 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 4.45 |
| 5 Year | 0.53 |
| 10 Year | 1.92 |
| Since Inception | 3.32 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.13 | 0.40 | NA | NA |
| 2023 | 3.30 | -0.27 | -2.70 | 6.78 |
| 2022 | -5.71 | -6.24 | -3.97 | 2.12 |
| 2021 | -2.42 | 2.05 | 0.22 | -0.33 |
| 2020 | -2.26 | 5.82 | 1.76 | 2.39 |
| 2019 | 3.55 | 2.95 | 2.28 | 0.38 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.33 | 7.03 | -13.31 | -0.53 | 7.77 | 9.46 | -0.25 | 4.57 | 4.39 | 0.27 | 5.78 |
| % Total Return Rel to Index | 1.25 | 1.50 | -0.29 | 1.01 | 0.27 | 0.73 | -0.26 | 1.02 | 1.73 | -0.29 | -0.15 |
| % Total Return Rel to Peer | 1.10 | 2.80 | -2.95 | -1.77 | 0.46 | 2.86 | 0.52 | 2.12 | 1.90 | 1.20 | 3.02 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 3.00 | 3.00 | 1.00 | 3.00 | 1.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.27 | 0.38 | 0.31 | 0.22 | 0.28 | 0.32 | 0.34 | 0.29 | 0.30 | 0.27 | 0.28 |
| % Yield | 2.86 | 4.21 | 3.34 | 2.02 | 2.39 | 2.89 | 3.23 | 2.71 | 2.76 | 2.51 | 2.56 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.15 | 0.09 | 0.00 | 0.00 | 0.01 | 0.10 | 0.12 | 0.13 |
| Expense Ratio | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.31 | 0.31 | 0.32 | 0.33 |
* 1 = Top 20%, 5 = Bottom 20%