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Nuveen Small Cap Blend Idx Retire (TRBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.09+0.03 (+0.13%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.96%
5-year average return6.73%
Number of years up15
Number of years down6
Best 1-yr total return (1 Jul 2024)38.69%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return38.69%
Worst 3-yr total return2.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRBIXCategory
YTD2.58%20.19%
1-month4.97%0.02%
3-month1.08%4.36%
1-year19.87%60.18%
3-year-1.80%11.32%
5-year8.45%13.88%
10-year7.55%11.19%
Last bull market28.52%27.98%
Last bear market-17.25%-24.08%

Annual total return (%) history

Year
TRBIXCategory
2024
N/AN/A
2023
16.74%N/A
2022
-20.49%N/A
2021
14.55%N/A
2020
19.86%10.99%
2019
25.30%23.75%
2018
-11.11%-12.72%
2017
14.56%12.28%
2016
21.28%20.78%
2015
-4.40%-5.38%
2014
4.91%3.79%
2013
38.69%37.39%
2012
16.33%15.46%
2011
-4.39%-4.07%
2010
26.40%25.61%
2009
26.53%31.80%
2008
-33.72%-36.56%
2007
-1.64%-1.10%
2006
17.94%15.03%
2005
4.14%6.75%
2004
17.76%18.94%
2003
46.49%43.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.12%-3.33%N/AN/A
20232.73%5.17%-5.14%13.91%
2022-7.53%-17.25%-2.18%6.22%
202112.59%4.25%-4.42%2.11%
2020-30.58%25.33%4.94%31.27%
201914.54%2.04%-2.44%9.89%
2018-0.09%7.72%3.52%-20.22%
20172.43%2.47%5.65%3.31%
2016-1.48%3.79%9.04%8.78%
20154.32%0.46%-11.95%3.61%
20141.11%2.04%-7.34%9.73%
201312.37%3.06%10.19%8.67%
201212.39%-3.42%5.35%1.73%
20117.88%-1.74%-21.90%15.48%
20108.70%-9.92%11.19%16.09%
2009-15.02%20.35%19.13%3.85%
2008-9.86%0.62%-1.00%-26.18%
20071.87%4.37%-3.03%-4.60%
200613.85%-5.13%0.39%8.78%
2005-5.47%4.18%4.68%1.01%
20046.06%0.41%-2.92%13.90%
2003-4.58%23.24%8.91%14.38%

Rank in category (by total return)

YTD65
1-month42
3-month72
1-year67
3-year91
5-year79

Load adjusted returns

1-year19.87%
3-year-1.80%
5-year8.45%
10-year7.55%