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Nuveen Mid Cap Growth Retire (TRGMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.67+0.01 (+0.05%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.41%
5-year average return6.12%
Number of years up16
Number of years down5
Best 1-yr total return (16 May 2024)46.53%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return46.53%
Worst 3-yr total return-6.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRGMXCategory
YTD0.37%10.80%
1-month-6.80%4.43%
3-month1.39%7.00%
1-year12.43%48.17%
3-year-7.59%21.26%
5-year4.80%20.18%
10-year7.48%14.07%
Last bull market29.07%27.14%
Last bear market-25.63%-21.26%

Annual total return (%) history

Year
TRGMXCategory
2024
N/AN/A
2023
21.16%N/A
2022
-33.25%N/A
2021
2.70%N/A
2020
44.96%39.26%
2019
33.12%32.52%
2018
-8.46%-6.65%
2017
25.90%23.91%
2016
1.69%6.03%
2015
-0.86%-0.95%
2014
7.45%7.00%
2013
36.39%34.93%
2012
17.71%14.07%
2011
-5.46%-3.96%
2010
28.20%24.61%
2009
46.53%39.11%
2008
-46.41%-43.77%
2007
17.10%15.09%
2006
8.79%9.00%
2005
9.43%9.84%
2004
15.12%13.23%
2003
45.69%35.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.70%N/AN/AN/A
20239.71%5.69%-6.10%11.28%
2022-13.18%-25.63%-2.32%5.83%
20210.64%8.98%-3.52%-2.95%
2020-20.94%32.16%12.59%23.23%
201921.89%5.57%-3.93%7.67%
20181.73%3.41%7.03%-18.70%
20178.19%4.29%5.78%5.48%
2016-3.92%2.59%4.46%-1.24%
20155.63%-0.73%-8.95%3.84%
20141.28%2.13%-1.28%5.23%
201311.02%3.69%10.30%7.42%
201217.36%-4.96%4.80%0.70%
20118.83%1.21%-22.13%10.22%
20107.80%-9.25%15.32%13.64%
2009-2.98%19.75%17.44%7.39%
2008-11.50%4.93%-19.08%-28.68%
20073.13%7.98%4.74%0.39%
20069.96%-7.48%-0.65%7.63%
2005-0.83%3.29%5.43%1.32%
20044.24%0.75%-4.30%14.55%
20031.89%18.34%7.01%12.92%

Rank in category (by total return)

YTD73
1-month73
3-month76
1-year77
3-year88
5-year91

Load adjusted returns

1-year12.43%
3-year-7.59%
5-year4.80%
10-year7.48%