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Nuveen Lifecycle 2030 Fund Retirement: (MF: TCLNX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$15.23 USD
+0.01 (0.07%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.13 | 54 |
| 3 months | -2.32 | 48 |
| 6 months | 0.30 | 61 |
| 1 Year | 7.73 | 70 |
| 3 Year | 6.34 | 48 |
| 5 Year | 8.10 | 49 |
| 10 Year | 6.31 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.31 |
| Bull Market (2/09 - 3/21) | 385.08 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.34 |
| 5 Year | 9.78 |
| 10 Year | 6.41 |
| Since Inception | 6.32 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.13 | NA | NA | NA |
| 2024 | 5.08 | 1.47 | 4.63 | -1.60 |
| 2023 | 4.75 | 3.63 | -2.99 | 8.61 |
| 2022 | -5.96 | -11.41 | -4.72 | 6.55 |
| 2021 | 2.61 | 5.48 | -0.90 | 3.50 |
| 2020 | -15.65 | 15.61 | 6.05 | 10.47 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.13 | 9.79 | 14.38 | -15.43 | 11.01 | 14.25 | 20.91 | -7.25 | 18.85 | 7.00 | 0.04 |
| % Total Return Rel to Index | 5.05 | -15.22 | -11.85 | 2.76 | -17.66 | -4.15 | -10.57 | -2.86 | -2.94 | -4.93 | -1.34 |
| % Total Return Rel to Peer | -0.04 | -0.12 | 1.23 | -2.46 | -0.49 | 3.56 | 3.71 | -0.76 | 5.39 | 0.72 | 2.40 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 4.00 | 2.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.27 | 0.26 | 0.20 | 0.36 | 0.28 | 0.19 | 0.26 | 0.27 | 0.19 | 0.20 |
| % Yield | 0.00 | 1.70 | 1.82 | 1.46 | 2.10 | 1.71 | 1.26 | 1.95 | 1.84 | 1.47 | 1.55 |
| Capital Gains ($) | 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 | 0.53 | 0.52 | 0.51 | 0.55 | 0.62 | 0.50 | 0.25 | 0.25 | 0.25 | 0.25 |
* 1 = Top 20%, 5 = Bottom 20%