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Nuveen Large Cap Value Idx Retire (TRCVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.90-0.16 (-0.64%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.78%
5-Year Average Return8.45%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Jun 30, 2024)32.03%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return32.03%
Worst 3-Yr Total Return5.70%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTRCVXCategory
YTD7.48%4.44%
1-Month3.14%-4.04%
3-Month3.60%4.09%
1-Year21.32%14.37%
3-Year5.15%6.04%
5-Year10.43%9.20%
10-Year8.30%8.57%
Last Bull Market23.52%22.97%
Last Bear Market-12.23%-11.27%

Annual Total Return (%) History

Year
TRCVXCategory
2024
N/AN/A
2023
11.15%11.63%
2022
-7.74%-5.90%
2021
24.75%26.22%
2020
2.62%2.91%
2019
26.09%25.04%
2018
-8.53%-8.53%
2017
13.30%15.94%
2016
16.99%14.81%
2015
-4.10%-4.05%
2014
13.10%10.21%
2013
32.03%31.21%
2012
17.09%14.57%
2011
0.05%-0.75%
2010
15.20%13.66%
2009
19.41%24.13%
2008
-37.01%-37.09%
2007
-0.36%1.42%
2006
21.81%18.15%
2005
6.51%5.95%
2004
15.94%12.97%
2003
29.29%28.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.88%N/AN/AN/A
20230.90%4.02%-3.22%9.42%
2022-0.80%-12.23%-5.68%12.34%
202111.15%5.15%-0.86%7.67%
2020-26.64%14.17%5.48%16.16%
201911.87%3.72%1.28%7.29%
2018-2.91%1.09%5.62%-11.76%
20173.22%1.27%3.03%5.21%
20161.61%4.46%3.45%6.54%
2015-0.78%0.00%-8.44%5.56%
20142.97%5.00%-0.28%4.91%
201312.16%3.14%3.90%9.85%
201211.04%-2.23%6.38%1.39%
20116.27%-0.54%-16.18%12.92%
20106.73%-11.15%9.92%10.51%
2009-16.76%16.62%18.15%4.10%
2008-8.82%-5.34%-6.18%-22.21%
20071.18%4.84%-0.23%-5.85%
20065.82%0.53%6.13%7.88%
20050.00%1.52%3.79%1.08%
20042.90%0.78%1.40%10.26%
2003-4.89%16.98%1.97%13.95%

Rank In Category (By Total Return)

YTD56
1-Month46
3-Month57
1-Year60
3-Year74
5-Year71

Load Adjusted Returns

1-Year21.32%
3-Year5.15%
5-Year10.43%
10-Year8.30%