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Nuveen Lifecycle 2035 Fund Retirement: (MF: TCLRX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$16.69 USD
+0.05 (0.30%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.30 | 65 |
| 3 months | -3.04 | 61 |
| 6 months | -0.04 | 71 |
| 1 Year | 7.79 | 68 |
| 3 Year | 7.09 | 38 |
| 5 Year | 9.12 | 41 |
| 10 Year | 6.86 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.32 |
| Bull Market (2/09 - 3/21) | 440.19 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.15 |
| 5 Year | 11.00 |
| 10 Year | 6.98 |
| Since Inception | 6.73 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.55 | NA | NA | NA |
| 2024 | 5.98 | 1.63 | 4.68 | -1.56 |
| 2023 | 5.16 | 4.40 | -3.18 | 9.24 |
| 2022 | -6.19 | -12.44 | -5.05 | 7.52 |
| 2021 | 3.25 | 5.93 | -1.08 | 3.87 |
| 2020 | -17.52 | 17.17 | 6.65 | 11.62 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.30 | 10.99 | 16.13 | -16.15 | 12.39 | 15.05 | 22.71 | -8.24 | 20.82 | 7.30 | -0.06 |
| % Total Return Rel to Index | 4.61 | -14.03 | -10.11 | 2.05 | -16.29 | -3.34 | -8.77 | -3.84 | -0.97 | -4.62 | -1.45 |
| % Total Return Rel to Peer | -0.48 | 1.07 | 2.97 | -3.18 | 0.88 | 4.37 | 5.52 | -1.74 | 7.36 | 1.03 | 2.28 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 3.00 | 2.00 | 2.00 | 4.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.25 | 0.24 | 0.17 | 0.38 | 0.28 | 0.19 | 0.25 | 0.27 | 0.17 | 0.19 |
| % Yield | 0.00 | 1.46 | 1.58 | 1.22 | 2.09 | 1.61 | 1.20 | 1.86 | 1.79 | 1.31 | 1.40 |
| Capital Gains ($) | 0.00 | 0.19 | 0.00 | 0.59 | 0.92 | 0.54 | 0.36 | 0.55 | 0.38 | 0.45 | 0.65 |
| Expense Ratio | 0.00 | 0.52 | 0.51 | 0.50 | 0.55 | 0.63 | 0.51 | 0.25 | 0.25 | 0.25 | 0.25 |
* 1 = Top 20%, 5 = Bottom 20%