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Nuveen Core Plus Bond Fund Retirement: (MF: TCBRX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$9.11 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.66 | 73 |
| 3 months | 1.84 | 80 |
| 6 months | 2.17 | 80 |
| 1 Year | 7.96 | 33 |
| 3 Year | 2.48 | 35 |
| 5 Year | 0.72 | 59 |
| 10 Year | 1.90 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -3.67 |
| Bull Market (2/09 - 3/21) | 72.49 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 5.49 |
| 5 Year | 1.24 |
| 10 Year | 1.91 |
| Since Inception | 3.22 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.64 | NA | NA | NA |
| 2024 | 0.07 | 0.34 | 5.10 | -2.55 |
| 2023 | 3.23 | -0.33 | -2.76 | 6.71 |
| 2022 | -5.85 | -6.19 | -4.02 | 1.94 |
| 2021 | -2.38 | 1.98 | 0.06 | -0.28 |
| 2020 | -2.22 | 5.67 | 1.70 | 2.32 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.66 | 2.84 | 6.76 | -13.59 | -0.66 | 7.52 | 9.07 | -0.40 | 4.24 | 4.25 | 0.06 |
| % Total Return Rel to Index | -0.51 | 1.58 | 1.23 | -0.57 | 0.88 | 0.02 | 0.34 | -0.41 | 0.70 | 1.59 | -0.50 |
| % Total Return Rel to Peer | -0.55 | 0.79 | 2.53 | -3.23 | -1.90 | 0.21 | 2.47 | 0.37 | 1.79 | 1.76 | 0.99 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 3.00 | 3.00 | 1.00 | 3.00 | 1.00 | 2.00 | 2.00 |
| % Dividends | 0.13 | 0.39 | 0.36 | 0.29 | 0.20 | 0.25 | 0.29 | 0.31 | 0.27 | 0.27 | 0.26 |
| % Yield | 1.35 | 4.14 | 4.11 | 3.04 | 1.78 | 2.14 | 2.62 | 2.94 | 2.47 | 2.50 | 2.37 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.09 | 0.00 | 0.00 | 0.01 | 0.10 | 0.12 |
| Expense Ratio | 0.00 | 0.55 | 0.55 | 0.55 | 0.55 | 0.55 | 0.55 | 0.55 | 0.56 | 0.56 | 0.57 |
* 1 = Top 20%, 5 = Bottom 20%