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Nuveen Core Plus Bond Fund Premier: (MF: TBPPX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$8.98 USD
+0.04 (0.45%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.20 | 38 |
| 3 months | 0.20 | 38 |
| 6 months | 6.84 | 10 |
| 1 Year | 3.71 | 16 |
| 3 Year | -1.94 | 61 |
| 5 Year | 0.89 | 54 |
| 10 Year | 1.97 | 16 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 3.71 |
| 5 Year | 0.88 |
| 10 Year | 1.97 |
| Since Inception | 3.04 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.20 | NA | NA | NA |
| 2023 | 3.15 | -0.31 | -2.63 | 6.62 |
| 2022 | -5.75 | -6.28 | -4.01 | 2.08 |
| 2021 | -2.45 | 2.01 | 0.18 | -0.35 |
| 2020 | -2.29 | 5.80 | 1.72 | 2.35 |
| 2019 | 3.50 | 2.91 | 2.14 | 0.43 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.20 | 6.76 | -13.45 | -0.66 | 7.62 | 9.28 | -0.40 | 4.42 | 4.24 | 0.25 | 5.74 |
| % Total Return Rel to Index | 0.97 | 1.23 | -0.43 | 0.87 | 0.12 | 0.56 | -0.41 | 0.88 | 1.59 | -0.32 | -0.20 |
| % Total Return Rel to Peer | 0.32 | 2.53 | -3.08 | -1.90 | 0.31 | 2.69 | 0.37 | 1.97 | 1.75 | 1.18 | 2.98 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 3.00 | 3.00 | 1.00 | 3.00 | 1.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.09 | 0.37 | 0.29 | 0.21 | 0.26 | 0.30 | 0.32 | 0.28 | 0.28 | 0.26 | 0.27 |
| % Yield | 1.04 | 3.97 | 3.24 | 1.93 | 2.30 | 2.79 | 3.14 | 2.62 | 2.67 | 2.53 | 2.47 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.15 | 0.09 | 0.00 | 0.00 | 0.01 | 0.10 | 0.12 | 0.13 |
| Expense Ratio | 0.00 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.46 | 0.46 | 0.46 | 0.47 | 0.48 |
* 1 = Top 20%, 5 = Bottom 20%