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Nuveen S&P 500 Index Retire (TRSPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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55.74+0.69 (+1.25%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.88%
5-Year Average Return13.26%
Number of Years Up18
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)31.87%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return31.87%
Worst 3-Yr Total Return7.36%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTRSPXCategory
YTD5.94%14.84%
1-Month-4.10%1.65%
3-Month4.21%7.55%
1-Year22.29%40.47%
3-Year7.75%16.77%
5-Year12.86%16.15%
10-Year12.07%13.21%
Last Bull Market25.96%24.09%
Last Bear Market-16.16%-17.61%

Annual Total Return (%) History

Year
TRSPXCategory
2024
N/AN/A
2023
25.89%N/A
2022
-18.33%N/A
2021
28.30%N/A
2020
18.08%15.83%
2019
31.04%28.78%
2018
-4.66%-6.27%
2017
21.46%20.44%
2016
11.60%10.37%
2015
1.11%-1.07%
2014
13.32%10.96%
2013
31.87%31.50%
2012
15.64%14.96%
2011
1.75%-1.27%
2010
14.72%14.01%
2009
26.09%28.17%
2008
-37.10%-37.79%
2007
5.17%6.16%
2006
15.36%14.17%
2005
4.47%5.88%
2004
10.35%10.02%
2003
27.91%27.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.47%N/AN/AN/A
20237.41%8.67%-3.34%11.59%
2022-4.66%-16.16%-4.93%7.46%
20216.08%8.47%0.51%10.94%
2020-19.62%20.45%8.84%12.06%
201913.55%4.21%1.61%8.98%
2018-0.85%3.36%7.62%-13.56%
20175.99%3.02%4.41%6.54%
20161.28%2.36%3.79%3.72%
20150.87%0.22%-6.47%6.93%
20141.75%5.16%1.04%4.81%
201310.48%2.86%5.11%10.41%
201212.43%-2.80%6.27%-0.43%
20115.77%0.07%-13.92%11.69%
20105.28%-11.48%11.25%10.65%
2009-11.01%15.83%15.50%5.92%
2008-9.48%-2.82%-8.36%-21.98%
20070.56%6.20%1.93%-3.38%
20064.10%-1.56%5.59%6.61%
2005-2.25%1.26%3.45%2.02%
20041.56%1.62%-1.97%9.07%
2003-3.18%15.11%2.50%11.98%

Rank In Category (By Total Return)

YTD41
1-Month40
3-Month43
1-Year44
3-Year29
5-Year33

Load Adjusted Returns

1-Year22.29%
3-Year7.75%
5-Year12.86%
10-Year12.07%