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Nuveen Large Cap Growth Fund Retirement: (MF: TILRX)
(NASDAQ Mutual Funds) As of Sep 9, 2024 08:00 PM ET
$26.28 USD
+0.36 (1.39%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.49 | 32 |
| 3 months | 9.05 | 29 |
| 6 months | 12.46 | 46 |
| 1 Year | 23.22 | 23 |
| 3 Year | 4.76 | 63 |
| 5 Year | 15.10 | 17 |
| 10 Year | 14.48 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.27 |
| Bull Market (2/09 - 3/21) | 1,025.28 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 32.04 |
| 5 Year | 16.09 |
| 10 Year | 14.76 |
| Since Inception | 11.62 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.64 | 6.40 | NA | NA |
| 2023 | 17.01 | 12.76 | -3.61 | 15.32 |
| 2022 | -10.89 | -23.12 | -4.60 | 2.62 |
| 2021 | 2.66 | 10.97 | -1.98 | 4.35 |
| 2020 | -11.91 | 27.90 | 13.52 | 12.44 |
| 2019 | 17.54 | 2.98 | -0.99 | 8.81 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.49 | 46.66 | -32.93 | 16.52 | 43.80 | 30.41 | -0.19 | 34.11 | -1.11 | 8.86 | 10.98 |
| % Total Return Rel to Index | -1.21 | 20.41 | -14.73 | -12.16 | 25.39 | -1.07 | 4.19 | 12.32 | -13.05 | 7.47 | -2.65 |
| % Total Return Rel to Peer | 2.81 | 23.66 | -13.23 | -5.53 | 23.88 | 1.99 | 6.66 | 13.44 | -8.93 | 10.46 | 2.78 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 3.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.01 | 0.00 | 0.05 | 0.03 | 0.07 | 0.04 | 0.03 | 0.03 | 0.00 |
| % Yield | 0.00 | 0.01 | 0.11 | 0.00 | 0.16 | 0.14 | 0.34 | 0.19 | 0.23 | 0.21 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.49 | 8.31 | 0.87 | 2.35 | 0.76 | 0.19 | 0.54 | 1.82 |
| Expense Ratio | 0.66 | 0.65 | 0.65 | 0.65 | 0.65 | 0.66 | 0.67 | 0.72 | 0.77 | 0.70 | 0.71 |
* 1 = Top 20%, 5 = Bottom 20%