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Nuveen Large Cap Value I (TRLHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.54-0.09 (-0.42%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.97%
5-Year Average Return11.07%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 13, 2024)28.80%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return28.80%
Worst 3-Yr Total Return4.59%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTRLHXCategory
YTD9.07%4.44%
1-Month3.03%-4.04%
3-Month3.92%4.09%
1-Year25.06%14.37%
3-Year7.19%6.04%
5-Year12.48%9.20%
10-Year8.47%8.57%
Last Bull Market24.28%22.97%
Last Bear Market-13.17%-11.27%

Annual Total Return (%) History

Year
TRLHXCategory
2024
N/AN/A
2023
14.17%11.63%
2022
-7.02%-5.90%
2021
26.89%26.22%
2020
3.54%2.91%
2019
28.80%25.04%
2018
-14.20%-8.53%
2017
12.45%15.94%
2016
18.59%14.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.82%N/AN/AN/A
20230.53%5.75%-2.32%9.96%
2022-1.66%-13.17%-4.80%14.38%
202111.72%5.08%-0.59%8.74%
2020-26.70%13.95%5.47%17.53%
201912.00%4.47%1.06%8.93%
2018-2.63%1.46%3.77%-16.31%
20173.71%0.11%4.21%3.94%
20160.76%4.00%5.95%6.81%

Rank In Category (By Total Return)

YTD26
1-Month51
3-Month47
1-Year31
3-Year34
5-Year31

Load Adjusted Returns

1-Year25.06%
3-Year7.19%
5-Year12.48%
10-Year8.47%