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Nuveen Large Cap Value R6 (TRLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.76+0.02 (+0.09%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.96%
5-Year Average Return10.91%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (Jun 27, 2024)34.43%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return34.43%
Worst 3-Yr Total Return4.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTRLIXCategory
YTD9.11%4.44%
1-Month3.07%-4.04%
3-Month3.96%4.09%
1-Year25.19%14.37%
3-Year7.28%6.04%
5-Year12.55%9.20%
10-Year8.57%8.57%
Last Bull Market24.34%22.97%
Last Bear Market-13.16%-11.27%

Annual Total Return (%) History

Year
TRLIXCategory
2024
N/AN/A
2023
14.31%11.63%
2022
-6.99%-5.90%
2021
27.01%26.22%
2020
3.59%2.91%
2019
28.81%25.04%
2018
-14.10%-8.53%
2017
12.52%15.94%
2016
18.60%14.81%
2015
-4.69%-4.05%
2014
9.16%10.21%
2013
34.43%31.21%
2012
19.68%14.57%
2011
-5.67%-0.75%
2010
18.18%13.66%
2009
30.88%24.13%
2008
-39.85%-37.09%
2007
-0.06%1.42%
2006
21.24%18.15%
2005
5.16%5.95%
2004
20.90%12.97%
2003
33.81%28.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.86%N/AN/AN/A
20230.58%5.74%-2.32%10.03%
2022-1.66%-13.16%-4.80%14.39%
202111.71%5.07%-0.55%8.80%
2020-26.68%13.94%5.47%17.59%
201911.93%4.53%1.05%8.95%
2018-2.63%1.51%3.83%-16.30%
20173.76%0.11%4.21%3.95%
20160.82%4.00%5.95%6.77%
20151.34%-0.22%-10.47%5.28%
20141.48%4.43%-0.86%3.89%
201312.10%3.52%5.34%9.97%
201213.18%-3.06%6.38%2.54%
20115.74%-1.59%-19.41%12.49%
20107.95%-12.41%11.71%11.88%
2009-12.80%22.75%20.04%1.86%
2008-10.43%-5.79%-7.81%-22.69%
20072.25%6.77%-2.74%-5.88%
20067.07%-0.73%4.66%8.98%
2005-1.84%1.59%2.49%2.90%
20043.87%0.99%0.90%14.22%
2003-5.51%18.45%3.76%15.22%

Rank In Category (By Total Return)

YTD25
1-Month49
3-Month46
1-Year30
3-Year33
5-Year30

Load Adjusted Returns

1-Year25.19%
3-Year7.28%
5-Year12.55%
10-Year8.57%