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Nuveen Large Cap Responsible Eq Retire (TRSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.44+0.01 (+0.03%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.98%
5-year average return13.48%
Number of years up16
Number of years down5
Best 1-yr total return (20 June 2024)33.89%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return33.89%
Worst 3-yr total return6.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRSCXCategory
YTD8.75%5.31%
1-month4.15%-4.19%
3-month2.07%3.90%
1-year26.53%20.31%
3-year6.72%6.48%
5-year14.39%11.78%
10-year11.16%10.96%
Last bull market27.40%25.56%
Last bear market-16.07%-15.11%

Annual total return (%) history

Year
TRSCXCategory
2024
N/AN/A
2023
22.20%22.32%
2022
-17.97%-16.96%
2021
26.10%26.07%
2020
20.08%15.83%
2019
31.16%28.78%
2018
-5.78%-6.27%
2017
20.64%20.44%
2016
13.24%10.37%
2015
-2.69%-1.07%
2014
11.00%10.96%
2013
33.89%31.50%
2012
13.86%14.96%
2011
-0.26%-1.27%
2010
15.55%14.01%
2009
32.01%28.17%
2008
-36.30%-37.79%
2007
3.79%6.16%
2006
14.09%14.17%
2005
6.28%5.88%
2004
12.13%10.02%
2003
29.52%27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.04%N/AN/AN/A
20235.73%6.33%-3.49%12.62%
2022-6.64%-16.07%-4.55%9.67%
20217.15%8.05%-0.41%9.37%
2020-20.52%22.18%8.39%14.07%
201913.90%3.70%1.91%8.97%
2018-0.26%2.68%6.72%-13.79%
20175.01%3.75%4.33%6.13%
20161.59%2.44%4.64%3.99%
20150.71%-1.28%-7.27%5.57%
20141.72%5.20%-0.30%4.04%
201312.96%2.59%5.63%9.38%
201211.41%-4.62%5.46%1.60%
20114.78%0.44%-15.30%11.89%
20105.56%-10.93%10.60%11.11%
2009-10.25%17.66%16.56%7.25%
2008-8.77%-1.12%-7.37%-23.77%
20071.13%4.97%0.90%-3.09%
20064.82%-2.21%4.23%6.78%
2005-3.14%2.09%4.92%2.44%
20042.80%1.42%-2.47%10.28%
2003-2.89%15.92%2.82%11.90%

Rank in category (by total return)

YTD69
1-month62
3-month78
1-year58
3-year73
5-year57

Load adjusted returns

1-year26.53%
3-year6.72%
5-year14.39%
10-year11.16%