Canada markets closed

Nuveen Floating Rate Income I (NFRIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
18.230.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.12%
5-Year Average Return4.95%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (May 15, 2024)11.59%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return11.59%
Worst 3-Yr Total Return2.39%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNFRIXCategory
YTD3.33%2.87%
1-Month0.45%0.37%
3-Month2.47%1.35%
1-Year11.19%10.15%
3-Year5.44%3.23%
5-Year4.74%3.90%
10-Year4.08%3.49%
Last Bull Market6.25%7.61%
Last Bear Market-5.06%-3.97%

Annual Total Return (%) History

Year
NFRIXCategory
2024
N/AN/A
2023
11.24%N/A
2022
-1.63%N/A
2021
7.08%N/A
2020
1.89%1.16%
2019
8.00%7.45%
2018
-0.02%-0.26%
2017
3.38%3.48%
2016
10.25%9.25%
2015
-1.77%-1.25%
2014
1.50%0.57%
2013
8.40%5.68%
2012
11.59%9.43%
2011
N/A1.63%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.87%N/AN/AN/A
20232.87%2.02%2.81%3.10%
2022-0.22%-5.06%1.32%2.48%
20212.63%2.17%1.46%0.64%
2020-12.28%6.85%3.34%5.20%
20194.05%1.19%0.93%1.63%
20181.27%0.80%1.80%-3.79%
20171.45%0.43%0.77%0.70%
20161.62%2.46%3.33%2.47%
20152.21%0.15%-1.81%-2.27%
20141.29%1.25%-0.75%-0.28%
20132.97%0.94%1.87%2.38%
20124.84%0.63%3.44%2.26%
2011-4.61%5.30%N/AN/A

Rank In Category (By Total Return)

YTD13
1-Month59
3-Month16
1-Year43
3-Year26
5-Year17

Load Adjusted Returns

1-Year11.19%
3-Year5.44%
5-Year4.74%
10-Year4.08%