UK markets open in 4 hours 5 minutes

Nuveen Santa Barbara Dividend Growth R3 (NBDRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
52.76+0.26 (+0.50%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return7.46%
5-year average return9.33%
Number of years up9
Number of years down2
Best 1-yr total return (3 Feb 2019)31.22%
Worst 1-yr total return (3 Feb 2019)-4.60%
Best 3-yr total return31.22%
Worst 3-yr total return6.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBDRXCategory
YTD11.37%5.31%
1-month1.08%-4.19%
3-month11.60%3.90%
1-year33.04%20.31%
3-year14.90%6.48%
5-year11.36%11.78%
10-year11.79%10.96%
Last bull market23.21%25.56%
Last bear market-14.07%-15.11%

Annual total return (%) history

Year
NBDRXCategory
2021
N/A26.07%
2020
9.18%15.83%
2019
31.22%28.78%
2018
-4.60%-6.27%
2017
19.41%20.44%
2016
11.29%10.37%
2015
-3.46%-1.07%
2014
12.60%10.96%
2013
25.15%31.50%
2012
12.82%14.96%
2011
4.89%-1.27%
2010
14.94%14.01%
2009
N/A28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20216.16%N/AN/AN/A
2020-19.15%14.95%6.95%9.86%
201911.76%5.64%4.16%6.70%
2018-2.31%2.75%7.52%-11.60%
20174.22%3.79%3.91%6.24%
20162.83%3.53%1.12%3.39%
20151.12%-0.86%-6.80%3.33%
20142.10%3.99%-0.21%6.27%
20139.00%0.25%3.82%10.31%
20129.99%-3.63%6.08%0.34%
20115.76%0.67%-12.26%12.27%
20101.75%-9.82%14.38%9.51%
200911.92%12.03%5.93%N/A

Rank in category (by total return)

YTD79
1-month85
3-month43
1-year93
3-year73
5-year85

Load adjusted returns

1-year34.60%
3-year15.53%
5-year14.01%
10-year11.49%