Nuveen Lifecycle Index 2015 Fund Premier: (MF: TLFPX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$17.44 USD
+0.04 (0.23%)
Latest Performance as of Apr 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 1.77 | 18 |
3 months | -0.23 | 19 |
6 months | 2.04 | 13 |
1 Year | 9.39 | 29 |
3 Year | 5.62 | 59 |
5 Year | 5.81 | 73 |
10 Year | 5.20 | 55 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
1 Year | 5.94 |
5 Year | 6.94 |
10 Year | 5.22 |
Since Inception | 6.48 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 1.24 | NA | NA | NA |
2024 | 3.13 | 1.20 | 5.38 | -1.89 |
2023 | 4.72 | 2.13 | -2.86 | 7.86 |
2022 | -5.26 | -8.87 | -5.17 | 5.05 |
2021 | 0.98 | 3.99 | -0.36 | 2.97 |
2020 | -8.84 | 10.49 | 4.09 | 7.20 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 1.77 | 7.92 | 12.06 | -14.01 | 7.75 | 12.39 | 16.50 | -3.45 | 12.09 | 5.96 | -0.16 |
% Total Return Rel to Index | 6.69 | -17.09 | -14.17 | 4.19 | -20.93 | -6.00 | -14.98 | 0.93 | -9.70 | -5.97 | -1.55 |
% Total Return Rel to Peer | 1.59 | -1.99 | -1.09 | -1.04 | -3.75 | 1.71 | -0.69 | 3.04 | -1.37 | -0.31 | 2.19 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 4.00 | 3.00 | 4.00 | 1.00 | 4.00 | 3.00 | 1.00 |
% Dividends | 0.00 | 0.51 | 0.42 | 0.39 | 0.36 | 0.31 | 0.35 | 0.34 | 0.28 | 0.27 | 0.25 |
% Yield | 0.00 | 2.82 | 2.82 | 2.39 | 1.83 | 1.61 | 2.01 | 2.22 | 1.74 | 1.81 | 1.77 |
Capital Gains ($) | 0.00 | 0.81 | 0.23 | 0.11 | 0.58 | 0.16 | 0.03 | 0.11 | 0.03 | 0.05 | 0.04 |
Expense Ratio | 0.00 | 0.25 | 0.25 | 0.25 | 0.25 | 0.25 | 0.21 | 0.15 | 0.16 | 0.18 | 0.20 |
* 1 = Top 20%, 5 = Bottom 20%