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Nuveen Equity Long/Short I (NELIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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60.10+0.23 (+0.38%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.04%
5-year average return10.35%
Number of years up11
Number of years down4
Best 1-yr total return (4 July 2024)32.87%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return32.87%
Worst 3-yr total return1.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNELIXCategory
YTD12.39%9.18%
1-month2.87%-0.20%
3-month3.37%3.85%
1-year22.38%22.90%
3-year8.81%7.45%
5-year10.35%7.00%
10-year8.35%4.81%
Last bull market18.98%11.80%
Last bear market-11.17%-12.04%

Annual total return (%) history

Year
NELIXCategory
2024
N/AN/A
2023
24.09%N/A
2022
-14.92%N/A
2021
32.87%N/A
2020
-0.79%7.89%
2019
6.35%11.90%
2018
-2.34%-6.29%
2017
19.30%11.18%
2016
4.76%2.34%
2015
0.29%-2.02%
2014
8.95%2.92%
2013
31.73%14.62%
2012
11.11%5.15%
2011
-4.55%-2.81%
2010
11.41%4.13%
2009
20.38%10.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.73%3.37%N/AN/A
20233.86%9.73%0.22%8.65%
2022-4.64%-11.17%-3.95%4.58%
202114.08%7.28%-1.30%9.99%
2020-17.88%13.54%1.44%4.90%
20190.17%1.48%0.82%3.77%
20181.95%1.70%4.72%-10.05%
20175.49%0.40%6.08%6.19%
2016-3.62%-4.33%5.83%7.36%
2015-1.55%1.49%-3.14%3.63%
2014-1.31%0.81%1.76%7.62%
20139.25%4.34%4.41%10.67%
201215.59%-5.41%3.60%-1.91%
20113.56%1.70%-17.78%10.23%
20103.74%-11.35%9.36%10.78%
2009-11.44%16.78%9.17%6.62%

Rank in category (by total return)

YTD20
1-month14
3-month19
1-year11
3-year21
5-year13

Load adjusted returns

1-year22.38%
3-year8.81%
5-year10.35%
10-year8.35%