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Nasdaq - Delayed Quote USD

Nuveen Green Bond Retirement (TGRMX)

9.05
-0.03
(-0.33%)
At close: May 2 at 8:02:16 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.97%
5y Average Return 0.39%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (May 1, 2025) 8.74%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 8.74%
Worst 3Y Total Return -2.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TGRMX
Category
YTD
1.94%
-0.61%
1-Month
-0.20%
0.77%
3-Month
1.94%
1.99%
1-Year
4.53%
3.06%
3-Year
0.87%
5.69%
5-Year
1.31%
3.75%
10-Year
0.00%
3.84%
Last Bull Market
6.19%
4.61%
Last Bear Market
-5.38%
1.87%

Annual Total Return (%) History

Year
TGRMX
Category
2025
--
--
2024
2.80%
--
2023
6.20%
--
2022
-13.12%
--
2021
-0.72%
--
2020
8.47%
8.06%
2019
8.74%
8.94%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.94% -- -- --
2024 0.25% -0.00% 4.62% -1.98%
2023 3.17% -0.95% -1.84% 5.86%
2022 -5.79% -5.38% -3.98% 1.51%
2021 -2.65% 2.06% 0.17% -0.26%
2020 -2.47% 7.36% 1.64% 1.91%
2019 3.20% 2.99% 2.24% 0.06%

Rank in Category (By Total Return)

YTD 92
1-Month 69
3-Month 92
1-Year 85
3-Year 50
5-Year 31

Load Adjusted Returns

1-Year 4.53%
3-Year 0.87%
5-Year 1.31%
10-Year --

Performance & Risk

YTD Return 1.97%
5y Average Return 0.39%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Nuveen
Net Assets 173.04M
YTD Return 1.94%
Yield 4.21%
Morningstar Rating
Inception Date Nov 16, 2018

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in bonds. For these purposes, bonds include fixed-income securities of all types. Generally, the fund's advisor intends to invest in bonds issued by both domestic and foreign issuers; including foreign issuers from emerging market countries. While the fund's investments will generally be denominated in U.S. dollars, the fund may also invest in non-dollar denominated instruments.

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