Nuveen Lifecycle 2030 Fund Premier: (MF: TCHPX)
(NASDAQ Mutual Funds) As of May 14, 2025 08:00 PM ET
$10.42 USD
-0.01 (-0.10%)
Latest Performance as of Apr 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 0.09 | 55 |
3 months | -2.39 | 50 |
6 months | 0.38 | 58 |
1 Year | 7.79 | 68 |
3 Year | 6.41 | 47 |
5 Year | 8.20 | 48 |
10 Year | 6.41 | 37 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
1 Year | 4.42 |
5 Year | 9.89 |
10 Year | 6.50 |
Since Inception | 8.08 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -0.19 | NA | NA | NA |
2024 | 5.16 | 1.57 | 4.63 | -1.56 |
2023 | 4.70 | 3.72 | -2.95 | 8.52 |
2022 | -5.91 | -11.42 | -4.73 | 6.67 |
2021 | 2.68 | 5.41 | -0.82 | 3.55 |
2020 | -15.69 | 15.66 | 6.08 | 10.46 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 0.09 | 10.01 | 14.37 | -15.31 | 11.16 | 14.27 | 21.09 | -7.20 | 19.01 | 7.13 | 0.12 |
% Total Return Rel to Index | 5.01 | -15.00 | -11.86 | 2.89 | -17.51 | -4.13 | -10.39 | -2.81 | -2.77 | -4.80 | -1.26 |
% Total Return Rel to Peer | -0.07 | 0.10 | 1.21 | -2.34 | -0.33 | 3.58 | 3.89 | -0.70 | 5.55 | 0.85 | 2.48 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 | 1.00 |
% Dividends | 0.00 | 0.30 | 0.28 | 0.22 | 0.39 | 0.30 | 0.20 | 0.27 | 0.29 | 0.21 | 0.22 |
% Yield | 0.00 | 2.83 | 2.97 | 2.37 | 3.18 | 2.55 | 1.85 | 2.84 | 2.62 | 2.09 | 2.17 |
Capital Gains ($) | 0.00 | 0.19 | 0.00 | 0.51 | 0.83 | 0.47 | 0.31 | 0.53 | 0.34 | 0.42 | 0.59 |
Expense Ratio | 0.00 | 0.43 | 0.42 | 0.41 | 0.45 | 0.52 | 0.40 | 0.15 | 0.15 | 0.15 | 0.15 |
* 1 = Top 20%, 5 = Bottom 20%