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Nuveen Social Choice LwCrbn Eq Instl (TNWCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.11+0.21 (+1.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.34%
5-Year Average Return12.93%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)32.22%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return32.22%
Worst 3-Yr Total Return8.01%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTNWCXCategory
YTD4.04%14.84%
1-Month-5.23%1.65%
3-Month2.91%7.55%
1-Year20.74%40.47%
3-Year5.70%16.77%
5-Year12.74%16.15%
10-Year0.00%13.21%
Last Bull Market27.11%24.09%
Last Bear Market-16.70%-17.61%

Annual Total Return (%) History

Year
TNWCXCategory
2024
N/AN/A
2023
23.19%N/A
2022
-18.19%N/A
2021
25.89%N/A
2020
22.34%15.83%
2019
32.22%28.78%
2018
-5.82%-6.27%
2017
20.86%20.44%
2016
12.85%10.37%
2015
N/A-1.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.78%N/AN/AN/A
20236.16%6.37%-3.10%12.59%
2022-6.45%-16.70%-4.55%9.99%
20217.22%8.40%-0.55%8.91%
2020-19.97%22.37%9.17%14.44%
201913.60%4.07%2.56%9.06%
2018-0.32%2.46%7.12%-13.92%
20175.51%3.72%4.52%5.67%
20161.33%2.42%4.54%4.02%
20156.33%N/AN/AN/A

Rank In Category (By Total Return)

YTD75
1-Month89
3-Month77
1-Year58
3-Year74
5-Year36

Load Adjusted Returns

1-Year20.74%
3-Year5.70%
5-Year12.74%
10-YearN/A