Nasdaq - Delayed Quote USD
Nuveen Core Plus Bond R (TCBRX)
9.05
+0.01
+(0.11%)
At close: 8:04:27 PM EDT
Fund Summary
The fund invests at least 80% of its assets in bonds. For these purposes, bonds include fixed-income securities of all types. Its portfolio is divided into two segments. The first segment, which makes up at least 70% of the fund's assets, is invested primarily in a broad range of investment-grade bonds and fixed-income securities. The second segment, which will not exceed 30% of the fund's assets, is invested in fixed-income securities and bonds with special features in an effort to improve the fund's total return.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 9.08% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 1.41% |
| 5y Average Return | 0.32% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TCBRX | Category Average | TCBRX | Category Average | TCBRX | Category Average | |
| Alpha | 0.45 | 0 | 1.42 | 0.01 | 0.44 | 0.01 |
| BETA | 0.98 | 0.01 | 0.99 | 0.01 | 0.98 | 0.01 |
| Mean Annual Return | 0.23 | 0 | 0.08 | 0 | 0.18 | 0 |
| R-squared | 97.63 | 0.62 | 95.82 | 0.65 | 86.9 | 0.64 |
| Standard Deviation | 7.25 | 0.05 | 6.37 | 0.04 | 5.26 | 0.04 |
| Sharpe Ratio | -0.27 | 0.01 | -0.29 | 0.01 | 0.02 | 0.01 |
| Treynor Ratio | -2.29 | 0.05 | -2.1 | 0.03 | -0.02 | 0.04 |
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