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Nuveen Large Cap Value W (TRLWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.84+0.02 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.47%
5-year average return11.12%
Number of years up4
Number of years down1
Best 1-yr total return (2 Jul 2024)29.38%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.38%
Worst 3-yr total return7.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRLWXCategory
YTD9.22%4.44%
1-month-0.05%-4.04%
3-month-0.68%4.09%
1-year17.61%14.37%
3-year8.27%6.04%
5-year11.37%9.20%
10-year8.39%8.57%
Last bull market24.57%22.97%
Last bear market-13.10%-11.27%

Annual total return (%) history

Year
TRLWXCategory
2024
N/AN/A
2023
14.76%11.63%
2022
-6.57%-5.90%
2021
27.52%26.22%
2020
4.00%2.91%
2019
29.38%25.04%
2018
N/A-8.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.97%-0.68%N/AN/A
20230.68%5.85%-2.22%10.13%
2022-1.52%-13.10%-4.68%14.54%
202111.87%5.16%-0.45%8.88%
2020-26.58%14.06%5.52%17.68%
201912.14%4.59%1.17%9.04%
2018-16.26%N/AN/AN/A

Rank in category (by total return)

YTD24
1-month31
3-month31
1-year26
3-year21
5-year25

Load adjusted returns

1-year17.61%
3-year8.27%
5-year11.37%
10-year8.39%