Nuveen California Municipal Value Fund NCA
NCA
Nuveen California Municipal Value Fund SPXX
Nuveen S&P 500 Dynamic Overwrite Fund JCE
Nuveen Core Equity Alpha Fund DBL
DoubleLine Opportunistic Credit Fund NPCT
Nuveen Core Plus Impact Fund JGH
Nuveen Global High Income Fund FSCCX
Nuveen Small Cap Value Fund TRFFX
T. Rowe Price Target Retirement 2055 Fund SWCRX
Schwab Target 2020 Fund SAISX
SA International Small Company Fund
Nuveen California Municipal Value Fund SPXX
Nuveen S&P 500 Dynamic Overwrite Fund JCE
Nuveen Core Equity Alpha Fund DBL
DoubleLine Opportunistic Credit Fund NPCT
Nuveen Core Plus Impact Fund JGH
Nuveen Global High Income Fund FSCCX
Nuveen Small Cap Value Fund TRFFX
T. Rowe Price Target Retirement 2055 Fund SWCRX
Schwab Target 2020 Fund SAISX
SA International Small Company Fund
Performance
| Periode | NCA | SPXX | JCE | DBL | NPCT | JGH | FSCCX | TRFFX | SWCRX | SAISX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 6.56 % | 7.13 % | 12.74 % | 1.37 % | 8.14 % | 10.54 % | 18.63 % | 19.00 % | 11.69 % | 22.60 % |
| YTD | 5.67 % | -0.97 % | 0.13 % | 0.45 % | 1.41 % | 1.94 % | 3.51 % | 14.83 % | 10.64 % | 29.33 % |
| 1Y | -2.19 % | 2.92 % | 2.10 % | -0.51 % | -6.27 % | 0.46 % | 3.67 % | 9.79 % | 0.14 % | 17.71 % |
| 3Y | 9.56 % | 7.66 % | 17.94 % | 12.49 % | 7.28 % | 23.33 % | 30.36 % | 51.15 % | 14.15 % | 53.19 % |
| 5Y | -13.54 % | 27.32 % | 18.39 % | -18.09 % | -46.20 % | -5.48 % | 80.07 % | 40.15 % | -6.09 % | 32.88 % |
| 10Y | -16.68 % | 29.71 % | 9.72 % | -38.22 % | -46.20 % | -13.06 % | 65.05 % | 81.17 % | -1.34 % | 29.20 % |
| From the beginning | -8.31 % | -13.55 % | -22.10 % | -39.59 % | -46.20 % | -28.71 % | 236.20 % | 109.17 % | 40.26 % | 153.31 % |