Back to top
Nuveen Lifestyle Aggressive Growth Fund Retirement: (MF: TSARX)
(NASDAQ Mutual Funds) As of May 16, 2024 08:00 PM ET
$19.44 USD
-0.07 (-0.36%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.88 | 53 |
| 3 months | 4.40 | 49 |
| 6 months | 19.92 | 66 |
| 1 Year | 18.49 | 62 |
| 3 Year | 3.07 | 53 |
| 5 Year | 9.28 | 61 |
| 10 Year | 8.61 | 69 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 24.84 |
| 5 Year | 10.91 |
| 10 Year | 8.96 |
| Since Inception | 11.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.97 | NA | NA | NA |
| 2023 | 6.84 | 6.85 | -3.71 | 11.35 |
| 2022 | -7.30 | -16.08 | -6.21 | 10.10 |
| 2021 | 5.31 | 7.43 | -1.85 | 5.28 |
| 2020 | -22.38 | 22.31 | 8.84 | 15.55 |
| 2019 | 13.70 | 3.28 | -0.36 | 9.09 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.88 | 22.39 | -19.68 | 16.91 | 19.40 | 27.64 | -11.38 | 25.24 | 7.30 | -0.03 | 4.31 |
| % Total Return Rel to Index | -1.16 | -3.85 | -1.47 | -11.77 | 1.00 | -3.84 | -6.99 | 3.45 | -4.63 | -1.42 | -9.33 |
| % Total Return Rel to Peer | -0.60 | -3.73 | 5.18 | 2.08 | -6.38 | 2.43 | -6.97 | 6.00 | 3.80 | -0.21 | -1.34 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 4.00 | 5.00 | 3.00 | 2.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.27 | 0.25 | 0.67 | 0.45 | 0.12 | 0.32 | 0.40 | 0.09 | 0.15 | 0.35 |
| % Yield | 0.00 | 1.51 | 1.53 | 3.03 | 2.23 | 0.69 | 2.17 | 2.30 | 0.61 | 1.09 | 2.37 |
| Capital Gains ($) | 0.00 | 0.00 | 1.07 | 1.63 | 0.57 | 0.80 | 0.43 | 0.19 | 0.44 | 0.75 | 0.36 |
| Expense Ratio | 0.00 | 0.35 | 0.29 | 0.33 | 0.35 | 0.35 | 0.35 | 0.35 | 0.35 | 0.35 | 0.35 |
* 1 = Top 20%, 5 = Bottom 20%