Back to top
Nuveen Large Cap Growth Index Fund Retirement: (MF: TRIRX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$63.58 USD
+0.93 (1.48%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -10.03 | 85 |
| 3 months | -10.03 | 85 |
| 6 months | -3.74 | 53 |
| 1 Year | 7.44 | 17 |
| 3 Year | 9.77 | 10 |
| 5 Year | 19.72 | 7 |
| 10 Year | 14.77 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.18 |
| Bull Market (2/09 - 3/21) | 1,390.44 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 7.44 |
| 5 Year | 19.71 |
| 10 Year | 14.77 |
| Since Inception | 11.98 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.03 | NA | NA | NA |
| 2024 | 11.33 | 8.23 | 3.12 | 6.98 |
| 2023 | 14.27 | 12.72 | -3.21 | 14.12 |
| 2022 | -9.10 | -20.99 | -3.65 | 2.09 |
| 2021 | 0.86 | 11.86 | 1.06 | 11.54 |
| 2020 | -14.13 | 27.70 | 13.11 | 11.29 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -10.03 | 32.95 | 42.28 | -29.35 | 27.20 | 38.05 | 35.94 | -1.79 | 29.80 | 6.75 | 5.29 |
| % Total Return Rel to Index | -5.76 | 7.93 | 16.03 | -11.15 | -1.48 | 19.65 | 4.45 | 2.60 | 8.00 | -5.18 | 3.90 |
| % Total Return Rel to Peer | -5.00 | 13.56 | 19.28 | -9.65 | 5.14 | 18.13 | 7.52 | 5.07 | 9.12 | -1.06 | 6.89 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 2.00 | 1.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.24 | 0.27 | 0.28 | 0.35 | 0.24 | 0.30 | 0.31 | 0.28 | 0.24 | 0.26 |
| % Yield | 0.00 | 0.34 | 0.43 | 0.67 | 0.54 | 0.46 | 0.79 | 1.05 | 0.94 | 1.03 | 1.15 |
| Capital Gains ($) | 0.00 | 1.78 | 0.59 | 3.67 | 4.56 | 0.59 | 0.47 | 0.71 | 0.20 | 0.00 | 0.28 |
| Expense Ratio | 0.00 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.31 | 0.31 | 0.31 |
* 1 = Top 20%, 5 = Bottom 20%