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Nuveen Quant Small/Mid Cap Eq W (TSMUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.75+0.04 (+0.27%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.83%
5-year average return12.09%
Number of years up4
Number of years down1
Best 1-yr total return (4 Jul 2024)32.70%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return32.70%
Worst 3-yr total return9.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTSMUXCategory
YTD6.83%20.19%
1-month-1.46%0.02%
3-month-1.59%4.36%
1-year18.24%60.18%
3-year5.00%11.32%
5-year12.60%13.88%
10-year0.00%11.19%
Last bull market30.41%27.98%
Last bear market-15.90%-24.08%

Annual total return (%) history

Year
TSMUXCategory
2024
N/AN/A
2023
21.45%N/A
2022
-15.98%N/A
2021
32.70%N/A
2020
16.47%10.99%
2019
30.59%23.75%
2018
N/A-12.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.56%-1.59%N/AN/A
20234.06%5.45%-2.55%13.57%
2022-5.39%-15.90%-2.06%7.82%
202116.01%7.70%-0.29%6.51%
2020-31.03%27.39%5.00%26.24%
201916.88%4.02%-0.41%7.86%
2018-18.35%N/AN/AN/A

Rank in category (by total return)

YTD5
1-month45
3-month14
1-year5
3-year8
5-year2

Load adjusted returns

1-year18.24%
3-year5.00%
5-year12.60%
10-yearN/A