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Nasdaq - Delayed Quote USD

Nuveen Lifecycle Index 2020 Retire (TLWRX)

18.45
+0.02
+(0.11%)
At close: April 17 at 8:02:17 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.28%
5y Average Return 5.89%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2025) 17.59%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 17.59%
Worst 3Y Total Return 1.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TLWRX
Category
YTD
1.07%
5.78%
1-Month
-1.56%
0.81%
3-Month
1.07%
4.21%
1-Year
5.91%
18.91%
3-Year
3.74%
9.48%
5-Year
7.53%
8.82%
10-Year
5.55%
7.36%
Last Bull Market
9.95%
14.92%
Last Bear Market
-9.54%
-12.14%

Annual Total Return (%) History

Year
TLWRX
Category
2025
--
--
2024
8.44%
--
2023
12.83%
--
2022
-14.62%
--
2021
8.48%
--
2020
12.85%
10.79%
2019
17.59%
16.14%
2018
-3.97%
-4.49%

2017
13.37%
12.46%
2016
6.41%
6.23%
2015
-0.42%
-1.57%
2014
6.27%
4.72%
2013
15.27%
11.57%
2012
11.96%
11.68%
2011
1.32%
-0.22%
2010
11.69%
12.27%
2009
--
24.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.07% -- -- --
2024 3.48% 1.31% 5.45% -1.91%
2023 4.93% 2.44% -2.99% 8.20%
2022 -5.42% -9.54% -5.42% 5.52%
2021 1.27% 4.28% -0.48% 3.22%
2020 -10.08% 11.40% 4.44% 7.86%
2019 7.85% 3.25% 1.05% 4.51%
2018 -0.79% 0.80% 2.67% -6.47%
2017 3.99% 2.66% 2.97% 3.12%
2016 1.55% 1.80% 3.00% -0.06%

2015 2.20% -0.54% -4.59% 2.68%
2014 1.57% 3.66% -1.02% 1.97%
2013 5.32% -0.38% 4.77% 4.86%
2012 7.91% -1.81% 4.45% 1.17%
2011 3.89% 1.02% -9.69% 6.90%
2010 3.50% -6.95% 9.39% 6.02%
2009 3.21% -- -- --

Rank in Category (By Total Return)

YTD 64
1-Month 65
3-Month 64
1-Year 27
3-Year 24
5-Year 51

Load Adjusted Returns

1-Year 5.91%
3-Year 3.74%
5-Year 7.53%
10-Year 5.55%

Performance & Risk

YTD Return -1.28%
5y Average Return 5.89%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family Nuveen
Net Assets 2.98B
YTD Return 1.07%
Yield 2.67%
Morningstar Rating
Inception Date Sep 30, 2009

Fund Summary

The fund is a "fund of funds" that invests in Class W shares of other Nuveen mutual funds and potentially in other investment pools or investment products. It has a policy of investing at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices.

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