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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 8.74%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 2

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

Risk Statistics

3 Years 5 Years 10 Years
TGRMXCategory AverageTGRMXCategory AverageTGRMXCategory Average
Alpha -0.35 0 1.37 0.01 -- 0.01
BETA 0.83 0.01 0.9 0.01 -- 0.01
Mean Annual Return 0.09 0 0.12 0 -- 0
R-squared 97.72 0.62 90.87 0.65 -- 0.64
Standard Deviation 6.51 0.05 5.96 0.04 -- 0.04
Sharpe Ratio -0.54 0.01 -0.22 0.01 -- 0.01
Treynor Ratio -4.49 0.05 -1.64 0.03 -- 0.04

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