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Nuveen Lifecycle 2040 Fund R6: (MF: TCOIX)
(NASDAQ Mutual Funds) As of May 14, 2025 08:00 PM ET
$11.30 USD
0.00 (NA)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.81 | 76 |
| 3 months | -3.96 | 76 |
| 6 months | -0.38 | 79 |
| 1 Year | 8.14 | 60 |
| 3 Year | 8.16 | 24 |
| 5 Year | 10.51 | 28 |
| 10 Year | 6.96 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.02 |
| Bull Market (2/09 - 3/21) | 467.90 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.18 |
| 5 Year | 12.61 |
| 10 Year | 7.08 |
| Since Inception | 6.38 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.09 | NA | NA | NA |
| 2024 | 7.08 | 1.92 | 4.77 | -1.37 |
| 2023 | 5.78 | 5.25 | -3.36 | 10.02 |
| 2022 | -6.39 | -13.29 | -5.21 | 8.32 |
| 2021 | 3.92 | 6.54 | -1.26 | 4.53 |
| 2020 | -19.11 | 18.77 | 7.31 | 12.99 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.81 | 12.78 | 18.38 | -16.67 | 14.29 | 16.49 | 24.58 | -8.98 | 22.91 | 7.81 | -6.88 |
| % Total Return Rel to Index | 4.09 | -12.23 | -7.85 | 1.53 | -14.38 | -1.91 | -6.90 | -4.58 | 1.11 | -4.12 | -8.27 |
| % Total Return Rel to Peer | -0.99 | 2.86 | 5.22 | -3.70 | 2.78 | 5.80 | 7.38 | -2.48 | 9.45 | 1.53 | -4.52 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 1.00 | 2.00 | 5.00 | 1.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.27 | 0.25 | 0.18 | 0.45 | 0.32 | 0.20 | 0.28 | 0.31 | 0.19 | 0.20 |
| % Yield | 0.00 | 2.30 | 2.49 | 1.82 | 3.44 | 2.58 | 1.70 | 2.78 | 2.63 | 1.82 | 2.08 |
| Capital Gains ($) | 0.00 | 0.21 | 0.00 | 0.65 | 1.03 | 0.63 | 0.42 | 0.65 | 0.42 | 0.51 | 0.00 |
| Expense Ratio | 0.00 | 0.26 | 0.25 | 0.24 | 0.29 | 0.39 | 0.27 | 0.44 | 0.44 | 0.44 | 0.46 |
* 1 = Top 20%, 5 = Bottom 20%