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Nuveen Core Plus Bond W (TCBWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.05-0.04 (-0.44%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.67%
5-year average return0.90%
Number of years up3
Number of years down2
Best 1-yr total return (27 Jun 2024)9.79%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return9.79%
Worst 3-yr total return-2.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTCBWXCategory
YTD-0.28%-0.61%
1-month1.78%0.77%
3-month0.59%1.99%
1-year3.93%3.06%
3-year-2.01%5.69%
5-year0.98%3.75%
10-year2.15%3.84%
Last bull market8.91%4.61%
Last bear market-6.18%1.87%

Annual total return (%) history

Year
TCBWXCategory
2024
N/AN/A
2023
7.35%N/A
2022
-13.06%N/A
2021
-0.03%N/A
2020
8.30%8.06%
2019
9.79%8.94%
2018
N/A-0.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.21%N/AN/AN/A
20233.38%-0.20%-2.63%6.86%
2022-5.65%-6.18%-3.90%2.20%
2021-2.33%2.12%0.30%-0.07%
2020-2.19%6.17%1.84%2.40%
20193.73%2.93%2.36%0.46%
20181.05%N/AN/AN/A

Rank in category (by total return)

YTD20
1-month44
3-month19
1-year18
3-year17
5-year16

Load adjusted returns

1-year3.93%
3-year-2.01%
5-year0.98%
10-year2.15%