Nasdaq - Delayed Quote USD

Nuveen Real Estate Securities A (FREAX)

14.68
+0.02
+(0.14%)
At close: 8:04:17 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.08%
5y Average Return 9.16%
Number of Years Up 22
Number of Years Down 7
Best 1Y Total Return (May 15, 2025) 40.98%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 40.98%
Worst 3Y Total Return -4.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FREAX
Category
YTD
-0.75%
20.43%
1-Month
-2.18%
2.69%
3-Month
-1.49%
11.34%
1-Year
15.30%
36.79%
3-Year
-1.68%
10.81%
5-Year
7.05%
7.03%
10-Year
4.89%
9.08%
Last Bull Market
25.38%
31.03%
Last Bear Market
-16.46%
-16.60%

Annual Total Return (%) History

Year
FREAX
Category
2025
--
--
2024
5.78%
--
2023
11.22%
--
2022
-24.87%
--
2021
40.98%
--
2020
-6.37%
-4.49%
2019
25.24%
27.28%
2018
-5.78%
-5.97%

2017
5.34%
6.22%
2016
6.58%
6.89%
2015
3.22%
2.41%
2014
30.94%
28.03%
2013
1.04%
1.55%
2012
18.07%
17.60%
2011
7.69%
7.51%
2010
30.24%
27.08%
2009
30.18%
31.26%
2008
-34.96%
-39.55%
2007
-15.42%
-14.66%
2006
39.13%
33.58%
2005
15.03%
11.51%
2004
32.06%
32.02%
2003
37.23%
36.80%
2002
7.13%
4.54%
2001
9.50%
10.00%
2000
31.96%
27.02%
1999
-3.91%
-2.76%
1998
-16.16%
-15.59%
1997
19.21%
22.21%
1996
30.63%
34.46%
1995
--
14.08%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.46% -- -- --
2024 -1.84% -0.06% 15.62% -6.74%
2023 2.64% 1.60% -7.80% 15.68%
2022 -3.89% -16.46% -10.21% 4.21%
2021 6.98% 11.91% 1.14% 16.42%
2020 -23.07% 10.58% 2.19% 7.71%
2019 16.50% 1.41% 7.09% -1.01%
2018 -7.05% 7.91% 0.47% -6.50%
2017 0.38% 2.10% 0.37% 2.40%
2016 4.71% 6.42% -1.46% -2.94%

2015 4.11% -9.96% 2.28% 7.67%
2014 10.41% 7.31% -2.90% 13.82%
2013 6.75% -1.71% -2.69% -1.03%
2012 10.69% 3.84% 0.26% 2.45%
2011 6.41% 3.63% -14.87% 14.73%
2010 10.75% -4.08% 13.73% 7.79%
2009 -29.31% 28.23% 31.67% 9.08%
2008 1.71% -4.17% 5.22% -36.58%
2007 2.95% -9.08% 2.67% -11.99%
2006 15.25% 0.38% 9.67% 9.65%
2005 -6.25% 12.76% 4.45% 4.18%
2004 11.89% -6.36% 7.89% 16.82%
2003 2.04% 10.82% 9.76% 10.57%
2002 8.42% 5.18% -7.34% 1.38%
2001 -2.46% 9.84% -1.96% 4.24%
2000 4.04% 10.58% 10.85% 3.47%
1999 -3.34% 9.57% -8.66% -0.67%
1998 0.17% -4.64% -9.78% -2.72%
1997 0.95% 4.01% 11.72% 1.62%
1996 1.99% 3.04% 6.61% 16.59%
1995 5.47% -- -- --

Rank in Category (By Total Return)

YTD 58
1-Month 54
3-Month 53
1-Year 52
3-Year 65
5-Year 64

Load Adjusted Returns

1-Year 8.67%
3-Year -3.60%
5-Year 5.79%
10-Year 4.27%

Performance & Risk

YTD Return 0.08%
5y Average Return 9.16%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Nuveen
Net Assets 944.89M
YTD Return -0.75%
Yield 3.19%
Morningstar Rating
Inception Date Jun 30, 1995

Fund Summary

The fund normally invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in income-producing common stocks of publicly traded companies engaged in the real estate industry. The advisor expects to emphasize investments in equity REITs, although it may invest in all three kinds of REITs. It may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers. Up to 15% of the fund's total assets may be invested in equity securities of emerging market issuers.

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