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Nuveen Lifecycle 2040 I (TCZHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.58+0.06 (+0.52%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.09%
5-year average return10.06%
Number of years up6
Number of years down2
Best 1-yr total return (3 Oct 2024)24.65%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return24.65%
Worst 3-yr total return3.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTCZHXCategory
YTD14.38%10.80%
1-month1.31%1.06%
3-month4.78%6.14%
1-year25.64%33.59%
3-year5.56%12.99%
5-year9.97%12.87%
10-year8.63%9.72%
Last bull market20.54%19.05%
Last bear market-13.31%-17.54%

Annual total return (%) history

Year
TCZHXCategory
2024
N/AN/A
2023
18.07%N/A
2022
-16.65%N/A
2021
14.24%N/A
2020
16.29%14.56%
2019
24.65%23.19%
2018
-8.97%-7.74%
2017
22.78%19.52%
2016
7.76%7.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.19%1.84%4.78%N/A
20235.68%5.26%-3.37%9.84%
2022-6.40%-13.31%-5.22%8.39%
20213.93%6.47%-1.18%4.48%
2020-19.21%18.79%7.32%12.90%
201911.92%3.35%0.19%7.56%
20180.00%1.28%3.51%-13.17%
20176.51%3.94%5.59%5.04%
2016-0.53%1.48%5.53%1.15%

Rank in category (by total return)

YTD66
1-month99
3-month96
1-year74
3-year54
5-year39

Load adjusted returns

1-year25.64%
3-year5.56%
5-year9.97%
10-year8.63%