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Nuveen Santa Barbara Intl Div Gr A (NUIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.62-0.02 (-0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.46%
5-year average return6.01%
Number of years up6
Number of years down5
Best 1-yr total return (9 May 2024)20.39%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return20.39%
Worst 3-yr total return-1.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNUIAXCategory
YTD2.79%9.07%
1-month-2.45%-1.09%
3-month1.42%5.12%
1-year4.23%33.76%
3-year4.17%8.50%
5-year4.83%10.08%
10-year3.56%5.80%
Last bull market15.61%14.90%
Last bear market-8.37%-23.70%

Annual total return (%) history

Year
NUIAXCategory
2024
N/AN/A
2023
12.25%N/A
2022
-9.79%N/A
2021
16.10%N/A
2020
-2.11%9.30%
2019
20.33%21.59%
2018
-11.67%-14.59%
2017
19.96%25.12%
2016
-0.06%0.79%
2015
1.63%-1.59%
2014
-6.79%-4.98%
2013
20.39%19.44%
2012
N/A18.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.38%N/AN/AN/A
20236.03%3.42%-5.05%7.82%
2022-2.55%-8.37%-13.12%16.27%
20213.79%5.15%0.78%5.57%
2020-23.32%14.48%2.53%8.76%
20199.44%3.81%-0.78%6.75%
2018-2.68%0.35%1.38%-10.79%
20176.65%6.56%3.49%2.00%
2016-0.53%0.53%3.08%-3.05%
20154.45%2.22%-7.50%2.90%
2014-1.10%4.47%-5.12%-4.92%
20135.27%-0.29%8.94%5.28%
20127.55%4.92%N/AN/A

Rank in category (by total return)

YTD36
1-month40
3-month89
1-year89
3-year7
5-year69

Load adjusted returns

1-year-1.76%
3-year2.14%
5-year3.59%
10-year2.95%