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Nuveen Symphony Floating Rate Income R6 (NFRFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.25+0.01 (+0.05%)
At close: 06:08PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.35%
5-year average return4.81%
Number of years up7
Number of years down1
Best 1-yr total return (29 Apr 2024)11.36%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return11.36%
Worst 3-yr total return2.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNFRFXCategory
YTD2.83%2.87%
1-month1.01%0.37%
3-month2.83%1.35%
1-year11.30%10.15%
3-year5.58%3.23%
5-year5.05%3.90%
10-year4.13%3.49%
Last bull market11.26%7.61%
Last bear market-5.08%-3.97%

Annual total return (%) history

Year
NFRFXCategory
2024
N/AN/A
2023
11.36%N/A
2022
-1.54%N/A
2021
7.14%N/A
2020
1.98%1.16%
2019
8.13%7.45%
2018
0.08%-0.26%
2017
3.44%3.48%
2016
10.41%9.25%
2015
N/A-1.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.83%N/AN/AN/A
20232.88%2.03%2.83%3.17%
2022-0.19%-5.08%1.40%2.50%
20212.65%2.18%1.53%0.61%
2020-12.21%6.84%3.35%5.20%
20194.15%1.26%0.86%1.65%
20181.32%0.80%1.85%-3.78%
20171.35%0.43%0.87%0.75%
20161.67%2.41%3.43%2.53%
20150.10%-1.76%-2.27%N/A

Rank in category (by total return)

YTD13
1-month17
3-month13
1-year58
3-year19
5-year10

Load adjusted returns

1-year11.30%
3-year5.58%
5-year5.05%
10-year4.13%