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Nuveen Lifecycle Index 2055 Fund Retirement: (MF: TTIRX)
(NASDAQ Mutual Funds) As of Jun 26, 2025 08:00 PM ET
$27.54 USD
+0.23 (0.84%)
Zacks MF Rank
NA
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.05 | 14 |
| 3 months | 2.07 | 23 |
| 6 months | 2.18 | 19 |
| 1 Year | 12.11 | 7 |
| 3 Year | 11.10 | 7 |
| 5 Year | 12.07 | 7 |
| 10 Year | 9.17 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 6.65 |
| 5 Year | 14.16 |
| 10 Year | 8.80 |
| Since Inception | 8.97 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.55 | NA | NA | NA |
| 2024 | 7.31 | 2.20 | 6.42 | -1.39 |
| 2023 | 6.79 | 5.62 | -3.64 | 10.79 |
| 2022 | -5.94 | -14.34 | -6.63 | 9.27 |
| 2021 | 4.63 | 6.76 | -1.09 | 6.02 |
| 2020 | -19.95 | 19.03 | 7.61 | 14.07 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.05 | 15.08 | 20.41 | -17.80 | 17.14 | 16.96 | 26.01 | -7.34 | 21.49 | 9.38 | -1.05 |
| % Total Return Rel to Index | 3.99 | -9.93 | -5.82 | 0.40 | -11.53 | -1.44 | -5.48 | -2.95 | -0.30 | -2.55 | -2.44 |
| % Total Return Rel to Peer | 1.68 | 5.17 | 7.25 | -4.83 | 5.63 | 6.27 | 8.81 | -0.84 | 8.03 | 3.11 | 1.30 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 1.00 | 1.00 | 1.00 | 4.00 | 1.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.48 | 0.41 | 0.32 | 0.39 | 0.28 | 0.34 | 0.31 | 0.27 | 0.25 | 0.25 |
| % Yield | 0.00 | 1.88 | 2.12 | 1.67 | 1.62 | 1.35 | 1.87 | 2.09 | 1.69 | 1.82 | 1.95 |
| Capital Gains ($) | 0.00 | 0.01 | 0.02 | 0.06 | 0.04 | 0.02 | 0.02 | 0.03 | 0.02 | 0.04 | 0.03 |
| Expense Ratio | 0.00 | 0.35 | 0.35 | 0.35 | 0.35 | 0.36 | 0.33 | 0.28 | 0.28 | 0.31 | 0.33 |
* 1 = Top 20%, 5 = Bottom 20%