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Nuveen Social Choice Low Carbon Equity Fund A: (MF: TLWCX)
(NASDAQ Mutual Funds) As of Oct 15, 2024 08:00 PM ET
$23.87 USD
-0.22 (-0.91%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.18 | 36 |
| 3 months | 7.51 | 18 |
| 6 months | 9.44 | 63 |
| 1 Year | 24.14 | 35 |
| 3 Year | 6.53 | 62 |
| 5 Year | 14.67 | 20 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 20.26 |
| 5 Year | 13.61 |
| 10 Year | NA |
| Since Inception | 12.99 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.71 | 0.63 | NA | NA |
| 2023 | 6.12 | 6.28 | -3.22 | 12.54 |
| 2022 | -6.52 | -16.77 | -4.63 | 9.93 |
| 2021 | 7.18 | 8.26 | -0.64 | 8.91 |
| 2020 | -20.01 | 22.25 | 9.06 | 14.38 |
| 2019 | 13.53 | 4.00 | 2.48 | 8.99 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.18 | 22.84 | -18.43 | 25.56 | 21.98 | 31.90 | -6.22 | 20.49 | 12.63 |
| % Total Return Rel to Index | -3.36 | -3.40 | -0.23 | -3.12 | 3.58 | 0.41 | -1.83 | -1.29 | 0.69 |
| % Total Return Rel to Peer | 1.36 | 7.56 | -7.64 | 1.22 | 13.78 | 6.26 | 1.33 | 3.08 | 1.31 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 3.00 | 1.00 | 1.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.20 | 0.15 | 0.11 | 0.11 | 0.14 | 0.15 | 0.14 | 0.20 |
| % Yield | 0.00 | 0.97 | 0.91 | 0.51 | 0.62 | 0.92 | 1.22 | 1.08 | 1.82 |
| Capital Gains ($) | 0.00 | 0.09 | 0.10 | 1.01 | 0.22 | 0.22 | 0.50 | 0.11 | 0.07 |
| Expense Ratio | 0.54 | 0.58 | 0.58 | 0.62 | 0.63 | 0.64 | 0.57 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%