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FLRYX: NUVEEN LARGE CAP SELECT FUND CLASS I (MUTUAL FUND)
Basic Info 47.28 1.48(3.04%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 02/11/2003 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 7.73% |
| Expenses | 1.05% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 7.2 | 24.9 | 21.5 | 6.3 | 11.9 | 11.5 | 9.0 | 10.0 | 15.6 | 25.4 | 28.5 | -22.8 | 4.0 | 12.3 | 31.3 | -7.7 | 24.9 | 15.1 | -1.5 | 10.3 | 38.0 | 18.5 | -8.3 | 19.9 | 32.2 | -41.0 | 5.6 | 11.4 | 9.3 | 9.6 | 32.7 |
| Sharpe Ratio | NA | 1.62 | 2.11 | 1.29 | 0.22 | 0.53 | NA | NA | 0.43 | 0.68 | 1.6 | 1.79 | -0.93 | 0.17 | 0.35 | 2.18 | -0.47 | 2.8 | 0.98 | -0.1 | 0.76 | 2.99 | 1.27 | -0.29 | 0.91 | 1.13 | -1.01 | 0.15 | 0.73 | 0.67 | 0.75 | 2.32 |
| Draw Down(%) | NA | 10.0 | 10.0 | 20.6 | 37.9 | 37.9 | NA | NA | 56.4 | 20.6 | 9.4 | 9.6 | 25.5 | 21.1 | 34.7 | 8.9 | 23.3 | 3.5 | 14.0 | 14.3 | 9.8 | 5.7 | 11.6 | 27.2 | 18.7 | 23.2 | 50.2 | 11.6 | 10.5 | 6.4 | 9.7 | 6.1 |
| Standard Deviation(%) | NA | 14.6 | 12.7 | 15.4 | 19.7 | 19.9 | NA | NA | 20.4 | 18.7 | 13.6 | 14.0 | 26.0 | 23.6 | 34.2 | 13.7 | 19.4 | 8.7 | 15.3 | 16.5 | 13.5 | 12.7 | 14.7 | 29.0 | 21.7 | 28.5 | 41.7 | 17.1 | 11.0 | 10.6 | 11.5 | 15.8 |
| Treynor Ratio | NA | 0.23 | 0.26 | 0.2 | 0.04 | 0.1 | NA | NA | 0.08 | 0.13 | 0.21 | 0.24 | -0.24 | 0.04 | 0.12 | 0.28 | -0.08 | 0.2 | 0.13 | -0.02 | 0.09 | 0.34 | 0.17 | -0.07 | 0.17 | 0.31 | -0.42 | 0.02 | 0.08 | 0.07 | 0.08 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.06 | -0.03 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | -0.02 | 0.0 | 0.0 | -0.04 | 0.01 | 0.01 | -0.02 | 0.0 | -0.02 | 0.01 | 0.0 | NA |
| Beta | NA | 1.05 | 1.03 | 1.01 | 1.0 | 1.01 | NA | NA | 1.04 | 0.98 | 1.04 | 1.03 | 1.03 | 0.9 | 0.98 | 1.06 | 1.12 | 1.22 | 1.13 | 1.04 | 1.15 | 1.11 | 1.12 | 1.21 | 1.18 | 1.03 | 1.01 | 1.06 | 1.03 | 1.0 | 1.02 | NA |
| RSquared | NA | 0.94 | 0.94 | 0.96 | 0.78 | 0.87 | NA | NA | 0.9 | 0.97 | 0.96 | 0.95 | 0.96 | 0.29 | 0.98 | 0.94 | 0.97 | 0.88 | 0.95 | 0.96 | 0.96 | 0.95 | 0.96 | 0.98 | 0.97 | 0.98 | 0.98 | 0.97 | 0.92 | 0.94 | 0.89 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.6 | 14.4 | 3.0 | 0.8 | 0.3 | 0.7 | 1.7 | 4.0 | 0.9 | 0.7 | 0.5 | 0.7 | 0.6 | 0.8 | 0.1 | 0.5 | 0.9 | 0.7 | 14.7 | 2.5 | 5.0 | 2.2 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -41.1 | 499.2 | 193.6 | 202.0 | -60.4 | -43.7 | -61.8 | 478.3 | 38.6 | 43.6 | -19.8 | 38.5 | -6.2 | 646.2 | -75.9 | -31.6 | -22.5 | -95.5 | 521.4 | -45.8 | 146.7 | 55.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2003
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