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Nasdaq - Delayed Quote USD
Nuveen Lifestyle Moderate I (TSMHX)
13.87
-0.50
(-3.48%)
At close: 8:02:18 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.94% |
| 5y Average Return | 9.70% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 3, 2025) | 20.38% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 20.38% |
| Worst 3Y Total Return | 1.76% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
TSMHX
Category
- YTD
- -0.17%
- 9.69%
- 1-Month
- -2.68%
- 0.91%
- 3-Month
- -0.17%
- 5.21%
- 1-Year
- 4.42%
- 27.06%
- 3-Year
- 4.36%
- 11.00%
- 5-Year
- 9.53%
- 10.26%
- 10-Year
- 6.22%
- 8.34%
- Last Bull Market
- 10.76%
- 15.58%
- Last Bear Market
- -12.24%
- -12.16%
Annual Total Return (%) History
Year
TSMHX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.17% | -- | -- | -- |
| 2024 | 5.41% | 1.59% | 4.93% | -1.88% |
| 2023 | 5.34% | 4.04% | -3.26% | 9.49% |
| 2022 | -6.61% | -12.24% | -5.23% | 6.96% |
| 2021 | 2.23% | 5.26% | -0.98% | 3.11% |
| 2020 | -14.62% | 15.74% | 5.99% | 10.21% |
| 2019 | 9.68% | 3.31% | 0.67% | 5.53% |
| 2018 | -0.41% | 0.81% | 2.41% | -9.54% |
| 2017 | 4.95% | 3.27% | 4.25% | 3.49% |
| 2016 | 0.61% | 1.74% | 4.26% | -0.18% |
Rank in Category (By Total Return)
| YTD | 44 |
| 1-Month | 50 |
| 3-Month | 44 |
| 1-Year | 68 |
| 3-Year | 45 |
| 5-Year | 59 |
Load Adjusted Returns
| 1-Year | 4.42% |
| 3-Year | 4.36% |
| 5-Year | 9.53% |
| 10-Year | 6.22% |
Performance & Risk
| YTD Return | -1.94% |
| 5y Average Return | 9.70% |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Nuveen |
| Net Assets | 549.78M |
| YTD Return | -0.17% |
| Yield | 2.76% |
| Morningstar Rating | |
| Inception Date | Dec 09, 2011 |
Fund Summary
The fund is a "fund of funds" that invests in Class R6 shares of other funds of the Trust and in other investment pools or investment products. It generally seeks to meet the fund's investment objective by investing: (1) approximately 60% of the fund's assets in equity underlying funds and (2) approximately 40% of the fund's assets in fixed-income underlying funds. It may deviate from these target allocations by up to ten percentage points depending upon current market conditions and outlook.
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