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Nuveen Mid Cap Value Retire (TRVRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.880.00 (0.00%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.49%
5-Year Average Return6.68%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (Apr 29, 2024)37.10%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return37.10%
Worst 3-Yr Total Return1.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTRVRXCategory
YTD8.58%21.28%
1-Month5.42%-1.96%
3-Month8.58%4.90%
1-Year21.82%55.83%
3-Year7.90%11.08%
5-Year8.50%11.93%
10-Year6.94%10.64%
Last Bull Market47.85%25.54%
Last Bear Market-12.82%-22.08%

Annual Total Return (%) History

Year
TRVRXCategory
2024
N/AN/A
2023
11.13%N/A
2022
-10.61%N/A
2021
31.92%N/A
2020
-4.45%2.63%
2019
26.75%25.18%
2018
-14.37%-12.86%
2017
10.79%13.22%
2016
17.17%18.06%
2015
-5.60%-5.41%
2014
12.57%9.31%
2013
32.21%35.14%
2012
16.32%16.60%
2011
-2.41%-3.96%
2010
20.86%21.92%
2009
37.10%35.41%
2008
-40.75%-36.77%
2007
6.02%0.83%
2006
19.95%15.87%
2005
11.44%8.82%
2004
25.21%17.85%
2003
42.10%33.85%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.58%N/AN/AN/A
2023-0.94%3.53%-2.55%11.21%
2022-3.70%-12.82%-3.29%10.10%
202113.26%6.33%-1.14%10.80%
2020-34.38%16.35%3.09%21.40%
201914.60%3.12%0.15%7.10%
2018-1.20%1.87%2.90%-17.31%
20173.28%0.68%2.69%3.76%
20162.26%3.75%4.44%5.74%
20152.78%-1.66%-8.67%2.26%
20144.06%5.13%-2.82%5.89%
201312.52%2.02%6.23%8.41%
201212.08%-3.81%4.24%3.51%
20117.01%0.66%-19.25%12.20%
20107.17%-11.55%13.72%12.11%
2009-9.14%20.34%20.30%4.24%
2008-8.73%-0.48%-10.64%-26.99%
20075.47%5.13%-0.20%-4.20%
20067.13%-0.67%3.35%9.06%
20050.31%3.47%5.04%2.21%
20045.45%1.42%0.35%16.68%
2003-3.98%18.72%7.17%16.32%

Rank In Category (By Total Return)

YTD40
1-Month47
3-Month40
1-Year42
3-Year54
5-Year84

Load Adjusted Returns

1-Year21.82%
3-Year7.90%
5-Year8.50%
10-Year6.94%