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Australia markets close in 2 hours 9 minutes
ALL ORDS
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Nuveen Large Cap Value W (TRLWX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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21.84
+0.02
(+0.09%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
9.37%
5-year average return
11.24%
Number of years up
4
Number of years down
1
Best 1-yr total return (1 July 2024)
29.38%
Worst 1-yr total return (1 July 2024)
N/A
Best 3-yr total return
29.38%
Worst 3-yr total return
7.41%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
TRLWX
Category
YTD
9.27%
4.44%
1-month
3.07%
-4.04%
3-month
4.06%
4.09%
1-year
25.66%
14.37%
3-year
7.71%
6.04%
5-year
13.01%
9.20%
10-year
8.70%
8.57%
Last bull market
24.57%
22.97%
Last bear market
-13.10%
-11.27%
Annual total return (%) history
Year
TRLWX
Category
2024
N/A
N/A
2023
14.76%
11.63%
2022
-6.57%
-5.90%
2021
27.52%
26.22%
2020
4.00%
2.91%
2019
29.38%
25.04%
2018
N/A
-8.53%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.97%
-0.68%
N/A
N/A
2023
0.68%
5.85%
-2.22%
10.13%
2022
-1.52%
-13.10%
-4.68%
14.54%
2021
11.87%
5.16%
-0.45%
8.88%
2020
-26.58%
14.06%
5.52%
17.68%
2019
12.14%
4.59%
1.17%
9.04%
2018
-16.26%
N/A
N/A
N/A
Rank in category (by total return)
YTD
23
1-month
49
3-month
44
1-year
27
3-year
25
5-year
25
Load adjusted returns
1-year
25.66%
3-year
7.71%
5-year
13.01%
10-year
8.70%
Data disclaimer
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