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Nuveen Lifestyle Aggressive Growth Fund A: (MF: TSALX)
(NASDAQ Mutual Funds) As of Nov 7, 2024 08:00 PM ET
$20.88 USD
+0.17 (0.82%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.96 | 65 |
| 3 months | 4.90 | 36 |
| 6 months | 7.31 | 62 |
| 1 Year | 30.22 | 71 |
| 3 Year | 6.54 | 59 |
| 5 Year | 11.81 | 63 |
| 10 Year | 9.52 | 74 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 30.22 |
| 5 Year | 11.81 |
| 10 Year | 9.52 |
| Since Inception | 11.25 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.99 | 2.29 | 4.90 | NA |
| 2023 | 6.85 | 6.79 | -3.72 | 11.33 |
| 2022 | -7.26 | -16.11 | -6.23 | 10.09 |
| 2021 | 5.26 | 7.45 | -1.86 | 5.25 |
| 2020 | -22.36 | 22.35 | 8.78 | 15.52 |
| 2019 | 13.72 | 3.28 | -0.36 | 9.04 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.96 | 22.32 | -19.69 | 16.84 | 19.37 | 27.61 | -11.45 | 25.21 | 7.15 | -0.10 | 4.28 |
| % Total Return Rel to Index | -5.14 | -3.92 | -1.48 | -11.84 | 0.97 | -3.87 | -7.06 | 3.41 | -4.78 | -1.49 | -9.36 |
| % Total Return Rel to Peer | -0.26 | -3.80 | 5.17 | 2.01 | -6.40 | 2.40 | -7.04 | 5.97 | 3.64 | -0.28 | -1.37 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 4.00 | 5.00 | 3.00 | 2.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.27 | 0.24 | 0.67 | 0.44 | 0.12 | 0.31 | 0.39 | 0.07 | 0.14 | 0.35 |
| % Yield | 0.00 | 1.48 | 1.50 | 3.00 | 2.19 | 0.69 | 2.11 | 2.25 | 0.54 | 1.02 | 2.33 |
| Capital Gains ($) | 0.00 | 0.00 | 1.07 | 1.63 | 0.57 | 0.80 | 0.43 | 0.19 | 0.44 | 0.75 | 0.36 |
| Expense Ratio | 0.39 | 0.35 | 0.32 | 0.38 | 0.40 | 0.40 | 0.41 | 0.42 | 0.74 | 0.42 | 0.44 |
* 1 = Top 20%, 5 = Bottom 20%