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Nuveen Equity Index R (TIQRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.82+0.11 (+0.28%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.41%
5-year average return14.08%
Number of years up14
Number of years down3
Best 1-yr total return (24 Jun 2024)33.14%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return33.14%
Worst 3-yr total return6.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTIQRXCategory
YTD10.02%5.31%
1-month4.70%-4.19%
3-month3.26%3.90%
1-year27.25%20.31%
3-year7.54%6.48%
5-year14.67%11.78%
10-year11.78%10.96%
Last bull market26.55%25.56%
Last bear market-16.72%-15.11%

Annual total return (%) history

Year
TIQRXCategory
2024
N/AN/A
2023
25.59%22.32%
2022
-19.37%-16.96%
2021
25.27%26.07%
2020
20.57%15.83%
2019
30.59%28.78%
2018
-5.54%-6.27%
2017
20.86%20.44%
2016
12.45%10.37%
2015
0.21%-1.07%
2014
12.21%10.96%
2013
33.14%31.50%
2012
16.11%14.96%
2011
0.69%-1.27%
2010
16.58%14.01%
2009
27.90%28.17%
2008
-37.30%-37.79%
2007
4.81%6.16%
2006
N/A14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.96%N/AN/AN/A
20237.10%8.29%-3.31%12.00%
2022-5.33%-16.72%-4.53%7.12%
20216.27%8.16%-0.18%9.19%
2020-20.92%21.92%9.10%14.62%
201913.96%4.04%1.10%8.95%
2018-0.75%3.84%7.05%-14.38%
20175.70%2.92%4.53%6.28%
20160.92%2.59%4.29%4.14%
20151.72%0.12%-7.36%6.21%
20141.88%4.79%-0.07%5.17%
201310.95%2.63%6.25%10.05%
201212.77%-3.22%6.18%0.19%
20116.31%-0.19%-15.30%12.04%
20105.83%-11.35%11.41%11.54%
2009-10.79%16.64%16.14%5.85%
2008-9.58%-1.73%-8.70%-22.70%
20071.21%5.63%1.57%-3.49%
2006-2.00%4.49%7.08%N/A

Rank in category (by total return)

YTD57
1-month45
3-month57
1-year53
3-year62
5-year53

Load adjusted returns

1-year27.25%
3-year7.54%
5-year14.67%
10-year11.78%