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Nasdaq - Delayed Quote USD
Nuveen Global Dividend Growth Fund (NUGCX)
30.93
-1.88
(-5.73%)
At close: April 4 at 8:01:46 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.42% |
| 5y Average Return | 12.17% |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 3, 2025) | 25.68% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 25.68% |
| Worst 3Y Total Return | 2.80% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NUGCX
Category
- YTD
- -2.06%
- 12.08%
- 1-Month
- -3.88%
- 0.64%
- 3-Month
- -2.06%
- 6.49%
- 1-Year
- 5.31%
- 38.01%
- 3-Year
- 5.37%
- 12.74%
- 5-Year
- 11.89%
- 12.82%
- 10-Year
- 6.57%
- 9.05%
- Last Bull Market
- 14.35%
- 18.82%
- Last Bear Market
- -11.21%
- -20.53%
Annual Total Return (%) History
Year
NUGCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -2.06% | -- | -- | -- |
| 2024 | 6.21% | 1.63% | 9.07% | -3.00% |
| 2023 | 3.20% | 4.80% | -4.92% | 10.19% |
| 2022 | -3.28% | -11.21% | -8.36% | 13.42% |
| 2021 | 5.05% | 4.91% | -1.37% | 9.23% |
| 2020 | -21.17% | 14.76% | 3.98% | 9.42% |
| 2019 | 11.57% | 3.75% | 1.53% | 6.94% |
| 2018 | -2.75% | 2.27% | 4.19% | -13.01% |
| 2017 | 4.84% | 4.90% | 3.52% | 4.23% |
| 2016 | 1.10% | 1.39% | 2.19% | 0.69% |
| 2015 | 2.44% | -0.23% | -7.83% | 4.81% |
| 2014 | 0.27% | 4.25% | -2.14% | 1.99% |
| 2013 | 6.43% | -0.87% | 6.22% | 6.04% |
| 2012 | 6.01% | 1.22% | -- | -- |
Rank in Category (By Total Return)
| YTD | 73 |
| 1-Month | 59 |
| 3-Month | 73 |
| 1-Year | 48 |
| 3-Year | 68 |
| 5-Year | 80 |
Load Adjusted Returns
| 1-Year | 4.33% |
| 3-Year | 5.37% |
| 5-Year | 11.89% |
| 10-Year | 6.57% |
Performance & Risk
| YTD Return | -4.42% |
| 5y Average Return | 12.17% |
| Rank in Category (ytd) | 73 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | Nuveen |
| Net Assets | 18.23M |
| YTD Return | -2.06% |
| Yield | 0.41% |
| Morningstar Rating | |
| Inception Date | Jun 11, 2012 |
Fund Summary
Under normal market conditions, the fund invests at least 80% of its net assets in dividend-paying equity securities, which include preferred securities. The minimum portion of the fund’s net assets invested in non-U.S. securities will be reduced to 50% of the MSCI World Index’s non-U.S. assets. The fund may invest up to 10% of its net assets in companies located in emerging market countries. It may invest in small-, mid- and large-cap companies.
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