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Nuveen Social Choice Low Carbon Equity Fund R6: (MF: TNWCX)
(NASDAQ Mutual Funds) As of Aug 5, 2024 08:00 PM ET
$21.27 USD
-0.60 (-2.74%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.57 | 33 |
| 3 months | 0.72 | 44 |
| 6 months | 10.57 | 33 |
| 1 Year | 20.66 | 26 |
| 3 Year | 6.48 | 50 |
| 5 Year | 13.95 | 17 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 20.66 |
| 5 Year | 13.95 |
| 10 Year | NA |
| Since Inception | 13.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.78 | 0.72 | NA | NA |
| 2023 | 6.15 | 6.37 | -3.10 | 12.60 |
| 2022 | -6.45 | -16.70 | -4.54 | 9.98 |
| 2021 | 7.21 | 8.40 | -0.54 | 8.92 |
| 2020 | -19.97 | 22.36 | 9.17 | 14.45 |
| 2019 | 13.60 | 4.06 | 2.55 | 9.10 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.57 | 23.21 | -18.19 | 25.90 | 22.36 | 32.28 | -5.85 | 20.86 | 12.85 |
| % Total Return Rel to Index | -4.72 | -3.03 | 0.01 | -2.78 | 3.95 | 0.79 | -1.46 | -0.93 | 0.91 |
| % Total Return Rel to Peer | 1.75 | 7.93 | -7.40 | 1.56 | 14.15 | 6.64 | 1.70 | 3.45 | 1.52 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 3.00 | 1.00 | 1.00 | 2.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.25 | 0.20 | 0.16 | 0.15 | 0.18 | 0.18 | 0.17 | 0.23 |
| % Yield | 0.00 | 1.22 | 1.18 | 0.74 | 0.84 | 1.17 | 1.53 | 1.30 | 2.12 |
| Capital Gains ($) | 0.00 | 0.09 | 0.10 | 1.01 | 0.22 | 0.22 | 0.50 | 0.11 | 0.07 |
| Expense Ratio | 0.00 | 0.29 | 0.31 | 0.31 | 0.32 | 0.32 | 0.32 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%