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Nuveen Lifecycle 2020 Fund R6: (MF: TCWIX)
(NASDAQ Mutual Funds) As of May 12, 2025 08:00 PM ET
$9.61 USD
+0.08 (0.84%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.85 | 38 |
| 3 months | -1.25 | 34 |
| 6 months | 0.95 | 39 |
| 1 Year | 7.85 | 67 |
| 3 Year | 5.52 | 61 |
| 5 Year | 6.55 | 65 |
| 10 Year | 5.54 | 49 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -40.71 |
| Bull Market (2/09 - 3/21) | 303.43 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.78 |
| 5 Year | 7.89 |
| 10 Year | 5.62 |
| Since Inception | 5.45 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.63 | NA | NA | NA |
| 2024 | 3.95 | 1.26 | 4.48 | -1.59 |
| 2023 | 4.15 | 2.50 | -2.55 | 7.71 |
| 2022 | -5.33 | -9.35 | -4.21 | 5.19 |
| 2021 | 1.58 | 4.50 | -0.44 | 2.65 |
| 2020 | -11.98 | 12.61 | 4.85 | 8.14 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.85 | 8.23 | 12.06 | -13.54 | 8.49 | 12.39 | 17.84 | -5.23 | 15.49 | 6.61 | 0.51 |
| % Total Return Rel to Index | 5.76 | -16.78 | -14.18 | 4.66 | -20.18 | -6.00 | -13.64 | -0.84 | -6.30 | -5.32 | -0.87 |
| % Total Return Rel to Peer | 0.67 | -1.68 | -1.09 | -0.57 | -3.01 | 1.70 | 0.64 | 1.26 | 2.03 | 0.33 | 2.87 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 4.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.34 | 0.33 | 0.27 | 0.38 | 0.31 | 0.25 | 0.30 | 0.30 | 0.24 | 0.24 |
| % Yield | 0.00 | 3.46 | 3.57 | 2.93 | 3.23 | 2.69 | 2.27 | 3.03 | 2.66 | 2.37 | 2.30 |
| Capital Gains ($) | 0.00 | 0.12 | 0.00 | 0.38 | 0.72 | 0.41 | 0.23 | 0.48 | 0.31 | 0.38 | 0.55 |
| Expense Ratio | 0.00 | 0.28 | 0.27 | 0.27 | 0.29 | 0.35 | 0.24 | 0.40 | 0.40 | 0.12 | 0.41 |
* 1 = Top 20%, 5 = Bottom 20%