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Nuveen Symphony Floating Rate Income A (NFRAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.17+0.02 (+0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.49%
5-year average return4.50%
Number of years up9
Number of years down3
Best 1-yr total return (2 May 2024)11.43%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return11.43%
Worst 3-yr total return2.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNFRAXCategory
YTD3.25%2.87%
1-month0.43%0.37%
3-month2.47%1.35%
1-year10.91%10.15%
3-year5.17%3.23%
5-year4.48%3.90%
10-year3.82%3.49%
Last bull market6.14%7.61%
Last bear market-5.13%-3.97%

Annual total return (%) history

Year
NFRAXCategory
2024
N/AN/A
2023
10.96%N/A
2022
-1.84%N/A
2021
6.77%N/A
2020
1.64%1.16%
2019
7.74%7.45%
2018
-0.32%-0.26%
2017
3.08%3.48%
2016
10.03%9.25%
2015
-2.01%-1.25%
2014
1.24%0.57%
2013
8.04%5.68%
2012
11.43%9.43%
2011
N/A1.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.81%N/AN/AN/A
20232.80%1.89%2.80%3.04%
2022-0.28%-5.13%1.32%2.42%
20212.57%2.11%1.40%0.53%
2020-12.30%6.79%3.22%5.14%
20194.05%1.12%0.82%1.57%
20181.21%0.74%1.74%-3.91%
20171.29%0.37%0.76%0.64%
20161.56%2.40%3.26%2.46%
20152.15%0.09%-1.87%-2.33%
20141.23%1.19%-0.81%-0.36%
20132.86%0.83%1.82%2.32%
20124.83%0.57%3.42%2.20%
2011-4.67%5.23%N/AN/A

Rank in category (by total return)

YTD13
1-month63
3-month17
1-year54
3-year36
5-year29

Load adjusted returns

1-year7.58%
3-year4.11%
5-year3.84%
10-year3.50%