Nasdaq - Delayed Quote USD
Nuveen Core Equity Retire (TRGIX)
15.28
+0.10
+(0.66%)
As of 8:09:23 AM EDT. Market Open.
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It focuses on large-cap securities that the advisors 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 buybacks or both.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.01% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -3.07% |
| 5y Average Return | 15.65% |
| Rank in Category (ytd) | 95 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TRGIX | Category Average | TRGIX | Category Average | TRGIX | Category Average | |
| Alpha | 0.51 | -0.01 | -0.12 | -0.01 | -1.07 | -0.01 |
| BETA | 1.01 | 0.01 | 1.01 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 1.12 | 0.01 | 1.33 | 0.01 | 1.01 | 0.01 |
| R-squared | 96.82 | 0.94 | 97.24 | 0.95 | 97.54 | 0.95 |
| Standard Deviation | 16.85 | 0.17 | 16.56 | 0.19 | 16.1 | 0.15 |
| Sharpe Ratio | 0.53 | 0 | 0.79 | 0.01 | 0.63 | 0.01 |
| Treynor Ratio | 7.96 | 0.03 | 12.56 | 0.1 | 9.09 | 0.1 |
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