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Nuveen NWQ Large-Cap Value I (NQCRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.85000.0000 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.23%
5-year average return10.15%
Number of years up10
Number of years down7
Best 1-yr total return (2 Jul 2024)29.80%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.80%
Worst 3-yr total return3.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNQCRXCategory
YTD9.01%4.44%
1-month0.41%-4.04%
3-month0.41%4.09%
1-year15.87%14.37%
3-year8.77%6.04%
5-year10.40%9.20%
10-year7.65%8.57%
Last bull market22.57%22.97%
Last bear market-11.52%-11.27%

Annual total return (%) history

Year
NQCRXCategory
2024
N/AN/A
2023
13.76%11.63%
2022
-1.07%-5.90%
2021
25.21%26.22%
2020
-0.45%2.91%
2019
29.25%25.04%
2018
-14.87%-8.53%
2017
15.33%15.94%
2016
13.51%14.81%
2015
-5.48%-4.05%
2014
6.43%10.21%
2013
29.80%31.21%
2012
9.34%14.57%
2011
-7.38%-0.75%
2010
16.73%13.66%
2009
27.96%24.13%
2008
-38.19%-37.09%
2007
-0.19%1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.56%0.41%N/AN/A
20232.26%4.66%-3.28%9.90%
20222.84%-11.52%-4.95%14.38%
202113.48%5.18%0.00%4.90%
2020-31.82%20.61%2.26%18.38%
201916.08%3.82%0.77%6.43%
2018-3.12%3.69%3.41%-18.04%
20173.09%3.13%4.55%3.75%
2016-0.28%0.97%4.38%8.00%
20150.32%0.24%-10.48%4.98%
20141.29%4.67%-1.51%1.93%
20139.23%4.90%4.52%8.38%
201211.96%-8.51%6.58%0.15%
20115.53%-2.57%-18.61%10.68%
20105.92%-10.44%10.44%11.43%
2009-9.94%16.06%19.10%2.79%
2008-10.12%-2.41%-12.91%-19.09%
20072.20%4.54%-1.82%-4.84%

Rank in category (by total return)

YTD26
1-month22
3-month16
1-year40
3-year15
5-year40

Load adjusted returns

1-year15.87%
3-year8.77%
5-year10.40%
10-year7.65%