Nasdaq - Delayed Quote USD

Nuveen Core Equity A (TIIRX)

26.06
0.00
(0.00%)
At close: May 30 at 8:04:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.49%
5y Average Return 15.62%
Number of Years Up 15
Number of Years Down 3
Best 1Y Total Return (May 29, 2025) 33.92%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 33.92%
Worst 3Y Total Return 5.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TIIRX
Category
YTD
-8.21%
5.31%
1-Month
-1.68%
-4.19%
3-Month
-11.04%
3.90%
1-Year
6.75%
20.31%
3-Year
12.73%
6.48%
5-Year
15.53%
11.78%
10-Year
11.36%
10.96%
Last Bull Market
19.45%
25.56%
Last Bear Market
-17.85%
-15.11%

Annual Total Return (%) History

Year
TIIRX
Category
2025
--
--
2024
28.64%
--
2023
32.42%
22.32%
2022
-22.26%
-16.96%
2021
25.04%
26.07%
2020
20.18%
15.83%
2019
29.78%
28.78%
2018
-7.39%
-6.27%

2017
23.65%
20.44%
2016
8.31%
10.37%
2015
3.09%
-1.07%
2014
10.87%
10.96%
2013
33.92%
31.50%
2012
16.07%
14.96%
2011
2.73%
-1.27%
2010
12.94%
14.01%
2009
26.75%
28.17%
2008
-35.16%
-37.79%
2007
18.87%
6.16%
2006
--
14.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.64% -- -- --
2024 15.20% 3.83% 5.83% 1.62%
2023 10.19% 11.42% -3.43% 11.70%
2022 -6.29% -17.85% -4.85% 6.13%
2021 5.51% 8.28% 0.09% 9.35%
2020 -21.54% 22.14% 9.63% 14.38%
2019 14.59% 4.57% -0.21% 8.53%
2018 0.54% 3.60% 7.65% -17.40%
2017 6.72% 3.37% 4.94% 6.82%
2016 -1.51% 2.51% 4.54% 2.62%

2015 2.82% 1.50% -7.43% 6.72%
2014 1.19% 5.28% -0.05% 4.13%
2013 9.64% 3.05% 7.07% 10.70%
2012 14.24% -4.15% 6.79% -0.74%
2011 7.14% 0.60% -14.22% 11.11%
2010 4.91% -12.58% 11.27% 10.66%
2009 -7.85% 14.10% 15.87% 4.03%
2008 -9.51% -1.24% -9.22% -20.08%
2007 2.39% 8.39% 5.69% 1.34%
2006 -2.03% 5.36% 7.99% --

Rank in Category (By Total Return)

YTD 95
1-Month 83
3-Month 95
1-Year 81
3-Year 13
5-Year 25

Load Adjusted Returns

1-Year 0.61%
3-Year 10.53%
5-Year 14.17%
10-Year 10.70%

Performance & Risk

YTD Return -2.49%
5y Average Return 15.62%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Nuveen
Net Assets 6.4B
YTD Return -8.21%
Yield 0.37%
Morningstar Rating
Inception Date Mar 31, 2006

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It focuses on large-cap securities that the advisors believes to be attractively valued, show the potential to appreciate faster than the rest of the market and return cash to shareholders in the form of dividends, stock buybacks or both.

Related Tickers