Nasdaq - Delayed Quote USD

Nuveen Short Term Bond R (TISRX)

10.14
+0.01
+(0.10%)
At close: 8:09:32 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.02%
5y Average Return 2.24%
Number of Years Up 16
Number of Years Down 2
Best 1Y Total Return (May 21, 2025) 5.15%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 5.15%
Worst 3Y Total Return -0.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TISRX
Category
YTD
2.28%
0.44%
1-Month
0.64%
0.02%
3-Month
1.82%
0.56%
1-Year
6.93%
2.65%
3-Year
3.96%
3.38%
5-Year
2.41%
2.40%
10-Year
2.09%
2.01%
Last Bull Market
4.77%
2.63%
Last Bear Market
-1.26%
-0.33%

Annual Total Return (%) History

Year
TISRX
Category
2025
--
--
2024
5.05%
--
2023
5.15%
--
2022
-3.13%
--
2021
-0.07%
--
2020
3.21%
3.81%
2019
4.09%
4.72%
2018
1.21%
0.92%

2017
1.62%
1.73%
2016
1.81%
2.08%
2015
0.71%
0.19%
2014
0.76%
1.07%
2013
0.10%
0.45%
2012
3.47%
3.67%
2011
2.36%
1.66%
2010
4.51%
4.11%
2009
5.45%
9.30%
2008
2.32%
-4.23%
2007
5.06%
4.29%
2006
--
4.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.63% -- -- --
2024 0.87% 1.12% 2.95% 0.04%
2023 1.63% -0.06% 0.69% 2.81%
2022 -2.06% -1.26% -0.88% 1.06%
2021 -0.18% 0.41% 0.15% -0.44%
2020 -0.91% 2.69% 0.76% 0.67%
2019 1.41% 1.43% 0.70% 0.49%
2018 -0.08% 0.16% 0.44% 0.69%
2017 0.64% 0.39% 0.58% 0.01%
2016 0.86% 0.91% 0.41% -0.37%

2015 0.64% -0.06% 0.35% -0.23%
2014 0.48% 0.56% -0.23% -0.06%
2013 0.26% -1.20% 0.68% 0.37%
2012 1.15% 0.60% 1.26% 0.42%
2011 0.26% 1.35% 0.34% 0.39%
2010 1.26% 1.98% 1.80% -0.58%
2009 0.06% 1.51% 3.17% 0.63%
2008 1.68% -0.66% -0.86% 2.18%
2007 1.43% 0.15% 1.97% 1.42%
2006 0.38% 2.36% 1.01% --

Rank in Category (By Total Return)

YTD 46
1-Month 37
3-Month 34
1-Year 59
3-Year 52
5-Year 47

Load Adjusted Returns

1-Year 6.93%
3-Year 3.96%
5-Year 2.41%
10-Year 2.09%

Performance & Risk

YTD Return 2.02%
5y Average Return 2.24%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.26
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Nuveen
Net Assets 1.71B
YTD Return 2.28%
Yield 4.09%
Morningstar Rating
Inception Date Mar 31, 2006

Fund Summary

The fund invests at least 80% of its assets in U.S. Treasury and agency securities and investment-grade fixed-income investments with an average maturity or average lives of less than 5 years. It primarily invests in a broad range of investment-grade bonds and fixed-income securities, including, but not limited to, U.S. government securities, corporate bonds and mortgage-backed and other asset-backed securities.

Related Tickers