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Nuveen Equity Market Neutral I (NIMEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.280.00 (0.00%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return-2.90%
5-year average return4.12%
Number of years up5
Number of years down2
Best 1-yr total return (3 Feb 2019)6.81%
Worst 1-yr total return (3 Feb 2019)-16.39%
Best 3-yr total return6.81%
Worst 3-yr total return-6.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNIMEXCategory
YTD9.52%3.32%
1-month-1.02%-0.91%
3-month1.72%-0.12%
1-year-2.70%1.15%
3-year-4.75%-0.31%
5-year0.86%0.15%
10-year0.00%0.11%
Last bull market0.00%1.54%
Last bear market0.00%-2.16%

Annual total return (%) history

Year
NIMEXCategory
2021
N/AN/A
2020
-16.39%-5.26%
2019
-8.63%0.06%
2018
6.81%-0.26%
2017
5.33%3.40%
2016
6.10%0.90%
2015
1.66%1.76%
2014
2.53%2.66%
2013
N/A3.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20217.67%N/AN/AN/A
2020-5.21%-0.77%-3.29%-8.09%
2019-7.75%0.47%1.52%-2.89%
20182.58%0.28%0.93%2.87%
2017-1.67%0.09%4.32%2.60%
20162.41%-4.58%1.35%7.13%
2015-2.55%-1.54%2.99%2.88%
2014-1.16%-2.97%4.13%2.68%
20132.75%5.38%N/AN/A

Rank in category (by total return)

YTD12
1-month12
3-month6
1-year74
3-year80
5-year43

Load adjusted returns

1-year-0.78%
3-year-4.21%
5-year0.22%
10-yearN/A