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Nuveen Equity Index Fund Retirement: (MF: TIQRX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$41.78 USD
+0.30 (0.72%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.46 | 47 |
| 3 months | -8.79 | 44 |
| 6 months | -2.31 | 43 |
| 1 Year | 11.02 | 25 |
| 3 Year | 11.09 | 35 |
| 5 Year | 14.79 | 27 |
| 10 Year | 11.36 | 31 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.22 |
| Bull Market (2/09 - 3/21) | 943.72 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 6.84 |
| 5 Year | 17.84 |
| 10 Year | 11.49 |
| Since Inception | 9.47 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.79 | NA | NA | NA |
| 2024 | 9.96 | 3.10 | 6.15 | 2.53 |
| 2023 | 7.10 | 8.28 | -3.31 | 11.99 |
| 2022 | -5.32 | -16.72 | -4.52 | 7.12 |
| 2021 | 6.26 | 8.16 | -0.18 | 9.19 |
| 2020 | -20.91 | 21.92 | 9.09 | 14.61 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.46 | 23.40 | 25.59 | -19.36 | 25.27 | 20.56 | 30.59 | -5.55 | 20.84 | 12.45 | 0.20 |
| % Total Return Rel to Index | -0.55 | -1.61 | -0.65 | -1.15 | -3.40 | 2.16 | -0.89 | -1.16 | -0.94 | 0.51 | -1.18 |
| % Total Return Rel to Peer | 0.01 | 4.01 | 2.59 | 0.33 | 3.21 | 0.64 | 2.16 | 1.30 | 0.17 | 4.63 | 1.80 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.43 | 0.41 | 0.35 | 0.33 | 0.33 | 0.36 | 0.31 | 0.28 | 0.28 | 0.27 |
| % Yield | 0.00 | 1.00 | 1.21 | 1.22 | 0.90 | 1.14 | 1.46 | 1.65 | 1.37 | 1.64 | 1.70 |
| Capital Gains ($) | 0.00 | 0.13 | 0.00 | 0.07 | 0.30 | 0.00 | 0.05 | 0.07 | 0.10 | 0.08 | 0.19 |
| Expense Ratio | 0.00 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 |
* 1 = Top 20%, 5 = Bottom 20%