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TCMGX: TIAA-CREF MID-CAP GROWTH FUND RETAIL CLASS (MUTUAL FUND)
Basic Info 19.12 0.06(0.31%) April 26
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (74%) |
Start Date: | 10/03/2002 |
Last Dividend Date: | 12/09/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.56% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/04/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 1.9 | 17.1 | -7.9 | 5.3 | 7.4 | 11.7 | 7.6 | 9.7 | 21.1 | -33.2 | 2.5 | 44.9 | 33.1 | -8.9 | 25.9 | 1.6 | -1.1 | 7.1 | 36.3 | 17.6 | -5.5 | 28.2 | 46.6 | -46.4 | 17.2 | 8.8 | 6.6 | 10.3 | 40.9 | 10.8 |
Sharpe Ratio | NA | -0.29 | 0.45 | -0.4 | 0.12 | 0.27 | NA | NA | 0.37 | 0.95 | -1.01 | 0.12 | 1.22 | 1.37 | -0.51 | 2.79 | 0.08 | -0.07 | 0.46 | 2.68 | 1.1 | -0.19 | 1.3 | 1.64 | -1.11 | 0.76 | 0.36 | 0.34 | 0.62 | 2.12 | 1.79 |
Draw Down(%) | NA | 7.7 | 18.1 | 44.2 | 44.2 | 44.2 | NA | NA | 58.7 | 18.1 | 38.2 | 14.6 | 36.3 | 11.1 | 25.2 | 2.9 | 18.2 | 14.0 | 11.2 | 5.7 | 11.7 | 28.1 | 15.6 | 21.2 | 56.8 | 12.9 | 17.4 | 7.5 | 14.6 | 10.7 | 6.8 |
Standard Deviation(%) | NA | 16.0 | 16.3 | 24.7 | 27.6 | 22.5 | NA | NA | 22.7 | 17.8 | 34.3 | 21.3 | 36.5 | 23.1 | 20.2 | 9.1 | 16.8 | 16.4 | 15.4 | 13.5 | 16.1 | 29.6 | 21.6 | 28.4 | 42.6 | 18.7 | 15.3 | 12.9 | 15.1 | 18.9 | 29.0 |
Treynor Ratio | NA | -0.04 | 0.07 | -0.09 | 0.03 | 0.06 | NA | NA | 0.08 | 0.16 | -0.33 | 0.02 | 0.44 | 0.27 | -0.09 | 0.24 | 0.01 | -0.01 | 0.06 | 0.36 | 0.18 | -0.05 | 0.29 | 0.49 | -0.52 | 0.13 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | -0.01 | -0.03 | -0.01 | -0.01 | NA | NA | 0.01 | -0.01 | -0.02 | -0.07 | 0.03 | -0.02 | -0.01 | 0.01 | -0.02 | 0.0 | -0.03 | 0.01 | 0.01 | -0.01 | 0.0 | 0.02 | -0.02 | 0.0 | 0.0 | NA | NA | NA | NA |
Beta | NA | 1.05 | 1.06 | 1.06 | 1.05 | 1.05 | NA | NA | 1.0 | 1.03 | 1.05 | 1.12 | 1.01 | 1.18 | 1.09 | 1.05 | 1.02 | 1.02 | 1.1 | 1.0 | 0.98 | 1.04 | 0.97 | 0.95 | 0.9 | 1.07 | 0.95 | NA | NA | NA | NA |
RSquared | NA | 0.9 | 0.93 | 0.96 | 0.9 | 0.91 | NA | NA | 0.84 | 0.95 | 0.98 | 0.92 | 0.98 | 0.5 | 0.97 | 0.91 | 0.94 | 0.96 | 0.96 | 0.96 | 0.96 | 0.99 | 0.98 | 0.99 | 0.98 | 0.97 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 4.4 | 8.6 | 9.0 | 15.2 | 9.0 | N/A | 0.0 | 0.3 | 14.4 | 15.3 | 13.6 | 13.3 | 11.4 | 0.2 | 8.1 | 15.5 | 16.1 | 6.5 | 3.7 | 0.0 | 0.1 | 0.1 | 8.1 | 5.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -55.1 | -9.9 | 170.1 | N/A | N/A | N/A | -100.0 | -98.4 | 17.6 | 35.9 | -20.7 | 34.7 | 5375.0 | -97.6 | -52.1 | 10.8 | 181.2 | 55.6 | N/A | -100.0 | 0.0 | -99.3 | 60.9 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/04/2002
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