Nasdaq - Delayed Quote USD

Nuveen Large Cap Responsible Eq Prem (TRPSX)

26.84
-0.06
(-0.22%)
At close: 8:09:32 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.71%
5y Average Return 15.05%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (May 21, 2025) 34.02%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 34.02%
Worst 3Y Total Return 5.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRPSX
Category
YTD
-2.86%
5.31%
1-Month
0.36%
-4.19%
3-Month
-5.18%
3.90%
1-Year
9.81%
20.31%
3-Year
10.31%
6.48%
5-Year
14.13%
11.78%
10-Year
11.10%
10.96%
Last Bull Market
20.04%
25.56%
Last Bear Market
-16.06%
-15.11%

Annual Total Return (%) History

Year
TRPSX
Category
2025
--
--
2024
18.02%
--
2023
22.35%
22.32%
2022
-17.94%
-16.96%
2021
26.22%
26.07%
2020
20.19%
15.83%
2019
31.32%
28.78%
2018
-5.72%
-6.27%

2017
20.80%
20.44%
2016
13.32%
10.37%
2015
-2.55%
-1.07%
2014
11.12%
10.96%
2013
34.02%
31.50%
2012
14.01%
14.96%
2011
-0.29%
-1.27%
2010
15.75%
14.01%
2009
--
28.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.21% -- -- --
2024 10.01% 1.49% 6.25% -0.51%
2023 5.77% 6.35% -3.49% 12.69%
2022 -6.65% -16.06% -4.51% 9.68%
2021 7.13% 8.14% -0.42% 9.41%
2020 -20.51% 22.22% 8.42% 14.12%
2019 13.94% 3.72% 1.95% 9.00%
2018 -0.26% 2.73% 6.73% -13.79%
2017 5.05% 3.82% 4.35% 6.15%
2016 1.61% 2.48% 4.65% 3.98%

2015 0.78% -1.30% -7.21% 5.59%
2014 1.81% 5.22% -0.30% 4.05%
2013 12.99% 2.63% 5.64% 9.41%
2012 11.49% -4.60% 5.45% 1.65%
2011 4.75% 0.44% -15.23% 11.79%
2010 5.63% -10.97% 10.62% 11.25%
2009 7.15% -- -- --

Rank in Category (By Total Return)

YTD 21
1-Month 11
3-Month 13
1-Year 55
3-Year 60
5-Year 64

Load Adjusted Returns

1-Year 9.81%
3-Year 10.31%
5-Year 14.13%
10-Year 11.10%

Performance & Risk

YTD Return 2.71%
5y Average Return 15.05%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Nuveen
Net Assets 6.21B
YTD Return -2.86%
Yield 1.11%
Morningstar Rating
Inception Date Oct 01, 2002

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in large-cap equity securities that meet the fund’s ESG criteria. It may also invest in securities issued by other countries, or their agencies or instrumentalities as approved by the Board of Trustees. The fund may invest up to 15% of its assets in foreign investments.

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