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Nuveen Core Equity Retire (TRGIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.87-0.03 (-0.20%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.58%
5-Year Average Return13.25%
Number of Years Up18
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2024)34.01%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return34.01%
Worst 3-Yr Total Return5.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTRGIXCategory
YTD15.18%14.84%
1-Month4.57%1.65%
3-Month15.18%7.55%
1-Year38.50%40.47%
3-Year12.03%16.77%
5-Year15.10%16.15%
10-Year12.51%13.21%
Last Bull Market39.59%24.09%
Last Bear Market-17.84%-17.61%

Annual Total Return (%) History

Year
TRGIXCategory
2024
N/AN/A
2023
32.48%N/A
2022
-22.26%N/A
2021
25.06%N/A
2020
20.19%15.83%
2019
29.91%28.78%
2018
-7.37%-6.27%
2017
23.78%20.44%
2016
8.28%10.37%
2015
3.24%-1.07%
2014
10.92%10.96%
2013
34.01%31.50%
2012
16.17%14.96%
2011
2.79%-1.27%
2010
12.91%14.01%
2009
26.52%28.17%
2008
-35.12%-37.79%
2007
18.63%6.16%
2006
16.86%14.17%
2005
6.01%5.88%
2004
9.34%10.02%
2003
26.06%27.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202415.18%N/AN/AN/A
202310.18%11.41%-3.41%11.73%
2022-6.34%-17.84%-4.80%6.12%
20215.52%8.30%0.11%9.32%
2020-21.56%22.12%9.65%14.42%
201914.66%4.54%-0.18%8.58%
20180.53%3.66%7.62%-17.41%
20176.80%3.41%4.89%6.85%
2016-1.57%2.57%4.53%2.60%
20152.86%1.53%-7.42%6.77%
20141.26%5.28%-0.03%4.07%
20139.68%3.12%7.05%10.68%
201214.25%-4.10%6.83%-0.75%
20117.15%0.63%-14.22%11.14%
20104.97%-12.69%11.37%10.62%
2009-7.84%13.97%15.91%3.92%
2008-9.47%-1.26%-9.22%-20.05%
20072.27%8.45%5.61%1.28%
20065.24%-2.49%5.49%7.95%
2005-1.79%1.21%4.38%2.19%
20041.62%0.99%-2.45%9.23%
2003-3.74%14.25%2.93%11.35%

Rank In Category (By Total Return)

YTD4
1-Month9
3-Month4
1-Year3
3-Year15
5-Year19

Load Adjusted Returns

1-Year38.50%
3-Year12.03%
5-Year15.10%
10-Year12.51%