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 Video: Compound Annual Growth Rate (CAGR) Definition
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| Date |
Open |
High |
Low |
Close |
Volume |
| 11/15/2021 |
$11.79 |
$11.87 |
$11.76 |
$11.78 |
5.50K | | 11/16/2021 |
$11.80 |
$11.83 |
$11.68 |
$11.68 |
11.20K | | 11/17/2021 |
$11.68 |
$11.76 |
$11.55 |
$11.60 |
11.00K | | 11/18/2021 |
$11.60 |
$11.66 |
$11.56 |
$11.57 |
8.30K | | 11/19/2021 |
$11.60 |
$11.62 |
$11.53 |
$11.53 |
14.30K |
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| Nuveen Tax-Advantaged Total Return Strategy Fund is registered as a diversified closed-end management investment company. The Fund's investment objective is to achieve a high level of after-tax total return consisting primarily of tax-advantaged dividend income and capital appreciation. The Fund invests at least 60% of the Fund's managed assets in tax-advantaged income-producing equity securities, including dividend received deduction preferred securities. The Fund also invests 15% to 25% in senior loans and other debt instruments, as well as 5% to 15% in preferred stocks that are eligible to pay tax-advantage dividends. | |
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Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) has the following price history information. Looking back at JTA historical stock prices for the last five trading days, on November 15, 2021, JTA opened at $11.79, traded as high as $11.87 and as low as $11.76, and closed at $11.78. Trading volume was a total of 5.50K shares. On November 16, 2021, JTA opened at $11.80, traded as high as $11.83 and as low as $11.68, and closed at $11.68. Trading volume was a total of 11.20K shares. On November 17, 2021, JTA opened at $11.68, traded as high as $11.76 and as low as $11.55, and closed at $11.60. Trading volume was a total of 11.00K shares. On November 18, 2021, JTA opened at $11.60, traded as high as $11.66 and as low as $11.56, and closed at $11.57. Trading volume was a total of 8.30K shares. On November 19, 2021, JTA opened at $11.60, traded as high as $11.62 and as low as $11.53, and closed at $11.53. Trading volume was a total of 14.30K shares.
JTA Historical Stock Prices By Date:
Below, we examine the compound annual growth rate — CAGR for short — of an investment into Nuveen Tax-Advantaged Total Return Strategy Fund shares, starting with a $10,000 purchase of JTA, and working forward through the historical stock price information to today.
Growth of $10,000.00
With Dividends Reinvested
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| Start date: |
04/17/2014 |
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| End date: |
11/19/2021 |
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| Start price/share: |
$13.60 |
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| End price/share: |
$11.53 |
|
| Starting shares: |
735.29 |
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| Ending shares: |
1,374.81 |
|
| Dividends reinvested/share: |
$7.31 |
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| Total return: |
58.52% |
|
| Average Annual Total Return: |
6.25% |
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| Starting investment: |
$10,000.00 |
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| Ending investment: |
$15,849.95 |
|
| Years: |
7.60 |
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Growth of $10,000.00
Without Dividends Reinvested
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| Start date: |
04/17/2014 |
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| End date: |
11/19/2021 |
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| Start price/share: |
$13.60 |
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| End price/share: |
$11.53 |
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| Dividends collected/share: |
$7.31 |
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| Total return: |
38.56% |
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| Average Annual Total Return: |
4.39% |
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| Starting investment: |
$10,000.00 |
|
| Ending investment: |
$13,859.79 |
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| Years: |
7.60 |
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|
| Date |
Close |
| 11/15/2021 | $11.78 | | 11/16/2021 | $11.68 | | 11/17/2021 | $11.60 | | 11/18/2021 | $11.57 | | 11/19/2021 | $11.53 |
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