Nasdaq - Delayed Quote USD

Nuveen Core Equity Retire (TRGIX)

16.12 0.00 (0.00%)
At close: 8:07:01 AM EST

Performance Overview

Morningstar Return Rating --
YTD Return 32.13%
5y Average Return 15.29%
Number of Years Up 18
Number of Years Down 3
Best 1Y Total Return (Dec 26, 2024) 34.01%
Worst 1Y Total Return (Dec 26, 2024) --
Best 3Y Total Return 34.01%
Worst 3Y Total Return 5.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRGIX
Category
YTD
32.10%
5.31%
1-Month
5.35%
-4.19%
3-Month
6.76%
3.90%
1-Year
37.80%
20.31%
3-Year
12.10%
6.48%
5-Year
16.10%
11.78%
10-Year
12.92%
10.96%
Last Bull Market
30.18%
25.56%
Last Bear Market
-17.84%
-15.11%

Annual Total Return (%) History

Year
TRGIX
Category
2024
--
--
2023
32.48%
22.32%
2022
-22.26%
-16.96%
2021
25.06%
26.07%
2020
20.19%
15.83%
2019
29.91%
28.78%
2018
-7.37%
-6.27%
2017
23.78%
20.44%

2016
8.28%
10.37%
2015
3.24%
-1.07%
2014
10.92%
10.96%
2013
34.01%
31.50%
2012
16.17%
14.96%
2011
2.79%
-1.27%
2010
12.91%
14.01%
2009
26.52%
28.17%
2008
-35.12%
-37.79%
2007
18.63%
6.16%
2006
16.86%
14.17%
2005
6.01%
5.88%
2004
9.34%
10.02%
2003
26.06%
27.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 15.18% 3.81% 5.87% --
2023 10.18% 11.41% -3.41% 11.73%
2022 -6.34% -17.84% -4.80% 6.12%
2021 5.52% 8.30% 0.11% 9.32%
2020 -21.56% 22.12% 9.65% 14.42%
2019 14.66% 4.54% -0.18% 8.58%
2018 0.53% 3.66% 7.62% -17.41%
2017 6.80% 3.41% 4.89% 6.85%
2016 -1.57% 2.57% 4.53% 2.60%
2015 2.86% 1.53% -7.42% 6.77%

2014 1.26% 5.28% -0.03% 4.07%
2013 9.68% 3.12% 7.05% 10.68%
2012 14.25% -4.10% 6.83% -0.75%
2011 7.15% 0.63% -14.22% 11.14%
2010 4.97% -12.69% 11.37% 10.62%
2009 -7.84% 13.97% 15.91% 3.92%
2008 -9.47% -1.26% -9.22% -20.05%
2007 2.27% 8.45% 5.61% 1.28%
2006 5.24% -2.49% 5.49% 7.95%
2005 -1.79% 1.21% 4.38% 2.19%
2004 1.62% 0.99% -2.45% 9.23%
2003 -3.74% 14.25% 2.93% 11.35%

Rank in Category (By Total Return)

YTD 6
1-Month 76
3-Month 58
1-Year 7
3-Year 16
5-Year 14

Load Adjusted Returns

1-Year 37.80%
3-Year 12.10%
5-Year 16.10%
10-Year 12.92%

Performance & Risk

YTD Return 32.13%
5y Average Return 15.29%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Nuveen
Net Assets 6.85B
YTD Return 32.10%
Yield 0.74%
Morningstar Rating
Inception Date Sep 30, 2009

Fund Summary

The fund normally invests at least 80% of its assets in equity securities. It will invest in securities which the fund's investment adviser believes have the potential for capital appreciation, dividend income, or both. The fund focuses on large-cap securities that the advisor believes to be attractively valued, show the potential to appreciate faster than the rest of the market and return cash to shareholders in the form of dividends, stock buy-backs or both.

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