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Nuveen Large Cap Value W (TRLWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.79+0.03 (+0.14%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.22%
5-Year Average Return11.37%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jun 27, 2024)29.38%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return29.38%
Worst 3-Yr Total Return7.41%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTRLWXCategory
YTD9.27%4.44%
1-Month3.07%-4.04%
3-Month4.06%4.09%
1-Year25.66%14.37%
3-Year7.71%6.04%
5-Year13.01%9.20%
10-Year8.70%8.57%
Last Bull Market24.57%22.97%
Last Bear Market-13.10%-11.27%

Annual Total Return (%) History

Year
TRLWXCategory
2024
N/AN/A
2023
14.76%11.63%
2022
-6.57%-5.90%
2021
27.52%26.22%
2020
4.00%2.91%
2019
29.38%25.04%
2018
N/A-8.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.97%N/AN/AN/A
20230.68%5.85%-2.22%10.13%
2022-1.52%-13.10%-4.68%14.54%
202111.87%5.16%-0.45%8.88%
2020-26.58%14.06%5.52%17.68%
201912.14%4.59%1.17%9.04%
2018-16.26%N/AN/AN/A

Rank In Category (By Total Return)

YTD23
1-Month49
3-Month44
1-Year27
3-Year25
5-Year25

Load Adjusted Returns

1-Year25.66%
3-Year7.71%
5-Year13.01%
10-Year8.70%