Nuveen Real Estate Securities Select Fund Retirement: (MF: TRRSX)
(NASDAQ Mutual Funds) As of Nov 1, 2024 08:00 PM ET
$19.63 USD
-0.21 (-1.06%)
Latest Performance as of Sep 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 11.67 | 66 |
3 months | 15.18 | 61 |
6 months | 13.30 | 55 |
1 Year | 30.67 | 48 |
3 Year | 0.87 | 68 |
5 Year | 4.66 | 37 |
10 Year | 8.07 | 9 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -65.71 |
Bull Market (2/09 - 3/21) | 684.86 |
Load Adjusted Returns as of Sep 30, 2024
1 Year | 30.67 |
5 Year | 4.66 |
10 Year | 8.06 |
Since Inception | 9.22 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | -1.44 | -1.63 | 15.18 | NA |
2023 | 2.02 | 1.45 | -7.60 | 17.01 |
2022 | -6.11 | -18.41 | -10.62 | 3.84 |
2021 | 7.74 | 12.16 | -0.39 | 15.53 |
2020 | -19.65 | 13.31 | 2.58 | 8.25 |
2019 | 17.24 | 2.85 | 7.85 | 0.54 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 11.67 | 11.90 | -28.91 | 39.07 | 1.10 | 30.77 | -4.27 | 12.00 | 4.10 | 4.36 | 27.90 |
% Total Return Rel to Index | -10.43 | -14.33 | -10.70 | 10.38 | -17.30 | -0.71 | 0.11 | -9.78 | -7.83 | 2.97 | 14.26 |
% Total Return Rel to Peer | -0.81 | 0.71 | -6.79 | 7.70 | 5.05 | 5.31 | 2.17 | 3.24 | -0.38 | 4.04 | 8.22 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 3.00 | 1.00 | 1.00 | 2.00 | 2.00 | 3.00 | 1.00 | 3.00 |
% Dividends | 0.26 | 0.43 | 0.30 | 0.28 | 0.27 | 0.25 | 0.33 | 0.19 | 0.35 | 0.25 | 0.22 |
% Yield | 1.22 | 2.50 | 1.65 | 1.05 | 1.41 | 1.25 | 2.10 | 1.11 | 2.13 | 1.52 | 1.31 |
Capital Gains ($) | 0.00 | 0.00 | 0.47 | 0.40 | 0.00 | 0.80 | 0.14 | 0.96 | 0.23 | 0.65 | 0.26 |
Expense Ratio | 0.72 | 0.70 | 0.72 | 0.72 | 0.75 | 0.76 | 0.76 | 0.75 | 0.72 | 0.77 | 0.77 |
* 1 = Top 20%, 5 = Bottom 20%