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Nuveen Dividend Value R6 (FFEFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.36-0.06 (-0.39%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.25%
5-year average return8.79%
Number of years up6
Number of years down4
Best 1-yr total return (27 Jun 2024)26.67%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return26.67%
Worst 3-yr total return3.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFFEFXCategory
YTD8.82%4.44%
1-month3.36%-4.04%
3-month5.25%4.09%
1-year24.32%14.37%
3-year6.21%6.04%
5-year10.22%9.20%
10-year8.28%8.57%
Last bull market22.83%22.97%
Last bear market-11.37%-11.27%

Annual total return (%) history

Year
FFEFXCategory
2024
N/AN/A
2023
11.30%11.63%
2022
-6.10%-5.90%
2021
26.02%26.22%
2020
-4.13%2.91%
2019
26.67%25.04%
2018
-9.04%-8.53%
2017
17.44%15.94%
2016
18.59%14.81%
2015
-4.74%-4.05%
2014
8.81%10.21%
2013
N/A31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.89%N/AN/AN/A
2023-0.86%4.39%-2.11%9.86%
2022-1.55%-11.37%-3.76%11.82%
202110.87%5.65%-1.92%9.70%
2020-28.94%12.30%3.97%15.56%
20199.58%4.62%2.16%8.15%
2018-2.53%2.43%6.39%-14.36%
20173.93%1.42%4.41%6.71%
20161.55%3.66%4.52%7.79%
2015-0.55%-0.28%-8.82%5.34%
20141.56%4.44%-0.88%3.49%
20133.65%5.62%8.34%N/A

Rank in category (by total return)

YTD32
1-month36
3-month23
1-year35
3-year52
5-year74

Load adjusted returns

1-year24.32%
3-year6.21%
5-year10.22%
10-year8.28%