Nuveen Large Cap Select Fund (FLRYX)

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The chart shows the growth of an initial investment of $10,000 in Nuveen Large Cap Select Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Nuveen Large Cap Select Fund (FLRYX) has returned -8.03% so far this year and 14.39% over the past 12 months. Looking at the last ten years, FLRYX has achieved an annualized return of 12.83%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Feb 3, 2003, FLRYX's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, your investment would double in approximately 6.4 years.

Historically, 64% of months were positive and 36% were negative. The best month was Oct 2011 with a return of +12.9%, while the worst month was Oct 2008 at -17.1%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FLRYX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +11.4%, while the worst single day was Mar 16, 2020 at -12.3%.

Nuveen Large Cap Select Fund has an annualized alpha of 0.70%, beta of 1.05, and R² of 0.94 versus S&P 500 Index. Calculated based on daily prices since February 04, 2003.

• This fund captured 108.15% of S&P 500 Index gains and 103.65% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.05 and R² of 0.94, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

FLRYX has an expense ratio of 0.80%, placing it in the medium range.

FLRYX ranks 38 for risk / return — below 38% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Nuveen Large Cap Select Fund (FLRYX) and compare them to a chosen benchmark (S&P 500 Index).

Nuveen Large Cap Select Fund provided a 7.64% dividend yield over the last twelve months, with an annual payout of $3.10 per share.

The table displays the monthly dividend distributions for Nuveen Large Cap Select Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Nuveen Large Cap Select Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Nuveen Large Cap Select Fund was 56.34%, occurring on Mar 9, 2009. Recovery took 977 trading sessions.

The current Nuveen Large Cap Select Fund drawdown is 10.04%.

The chart below shows the rolling one-month volatility.