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Nuveen Santa Barbara Dividend Growth R6 (NSBFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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60.97-0.28 (-0.46%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.14%
5-year average return12.18%
Number of years up7
Number of years down3
Best 1-yr total return (23 Jun 2024)31.92%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return31.92%
Worst 3-yr total return7.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNSBFXCategory
YTD5.61%5.31%
1-month3.76%-4.19%
3-month1.55%3.90%
1-year19.13%20.31%
3-year7.77%6.48%
5-year12.66%11.78%
10-year10.68%10.96%
Last bull market19.50%25.56%
Last bear market-12.08%-15.11%

Annual total return (%) history

Year
NSBFXCategory
2024
N/AN/A
2023
15.13%22.32%
2022
-9.48%-16.96%
2021
27.23%26.07%
2020
9.83%15.83%
2019
31.92%28.78%
2018
-4.03%-6.27%
2017
20.08%20.44%
2016
11.95%10.37%
2015
-2.88%-1.07%
2014
13.26%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.74%N/AN/AN/A
20231.62%5.58%-3.48%11.18%
2022-3.80%-12.08%-4.80%12.42%
20216.29%5.51%-0.24%13.72%
2020-19.04%15.12%7.09%10.04%
201911.91%5.78%4.33%6.82%
2018-2.18%2.89%7.67%-11.44%
20174.34%3.93%4.06%6.41%
20162.98%3.68%1.24%3.56%
20151.28%-0.71%-6.66%3.47%
20142.26%4.15%-0.06%6.40%
20130.38%4.00%10.46%N/A

Rank in category (by total return)

YTD87
1-month71
3-month84
1-year87
3-year56
5-year79

Load adjusted returns

1-year19.13%
3-year7.77%
5-year12.66%
10-year10.68%