TRIRX: TIAA-CREF LARGE-CAP GROWTH INDEX FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 63.19 0.05(0.08%) May 09
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 12/19/2002 |
| Last Dividend Date: | 12/06/2024 |
| 12-Mo. Yield | 3.49% |
| Expenses | 0.16% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/19/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | -6.5 | 12.0 | 18.3 | 16.9 | 15.0 | 15.6 | 11.5 | 10.7 | 33.0 | 42.3 | -29.4 | 27.3 | 38.1 | 36.0 | -1.9 | 29.8 | 6.8 | 5.3 | 12.7 | 33.0 | 14.9 | 2.3 | 15.1 | 35.4 | -39.5 | 9.9 | 6.4 | 3.0 | 3.5 | 9.7 | -0.9 |
| Sharpe Ratio | NA | -0.68 | 0.25 | 0.64 | 0.65 | 0.63 | NA | NA | 0.47 | 1.51 | 2.41 | -1.01 | 1.61 | 1.06 | 2.38 | -0.16 | 3.86 | 0.49 | 0.34 | 1.04 | 2.97 | 1.14 | 0.1 | 0.86 | 1.44 | -1.05 | 0.45 | 0.28 | 0.08 | 0.21 | 0.39 | -1.94 |
| Draw Down(%) | NA | 23.2 | 23.4 | 23.4 | 32.8 | 32.8 | NA | NA | 52.8 | 13.2 | 9.8 | 32.4 | 9.7 | 31.4 | 7.9 | 21.9 | 2.5 | 11.2 | 11.8 | 7.3 | 6.2 | 9.8 | 18.3 | 15.3 | 21.4 | 48.5 | 9.4 | 9.3 | 7.4 | 11.2 | 13.9 | 2.8 |
| Standard Deviation(%) | NA | 29.7 | 22.9 | 21.9 | 22.0 | 20.9 | NA | NA | 20.0 | 17.5 | 15.9 | 30.6 | 17.0 | 35.5 | 14.5 | 19.7 | 7.6 | 13.4 | 15.6 | 12.2 | 11.1 | 13.2 | 23.3 | 17.4 | 24.5 | 38.5 | 15.5 | 11.3 | 10.5 | 12.1 | 23.1 | 14.7 |
| Treynor Ratio | NA | -0.39 | 0.09 | 0.18 | 0.19 | 0.16 | NA | NA | 0.11 | 0.32 | 0.46 | -0.38 | 0.48 | 0.39 | 0.52 | -0.03 | 0.34 | 0.07 | 0.06 | 0.14 | 0.37 | 0.17 | 0.03 | 0.17 | 0.36 | -0.4 | 0.08 | 0.04 | 0.01 | 0.03 | 0.11 | -0.3 |
| Alpha | NA | -0.05 | 0.02 | 0.01 | 0.03 | 0.02 | NA | NA | 0.01 | 0.03 | 0.01 | 0.02 | 0.1 | -0.03 | 0.02 | -0.01 | 0.01 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | -0.01 | 0.0 | 0.02 | -0.02 | -0.01 | -0.04 | 0.01 |
| Beta | NA | 0.52 | 0.64 | 0.76 | 0.75 | 0.81 | NA | NA | 0.86 | 0.83 | 0.83 | 0.81 | 0.57 | 0.97 | 0.66 | 0.93 | 0.85 | 0.88 | 0.95 | 0.88 | 0.9 | 0.88 | 0.87 | 0.9 | 0.98 | 1.02 | 0.92 | 0.82 | 0.84 | 0.78 | 0.86 | 0.95 |
| RSquared | NA | 0.4 | 0.59 | 0.82 | 0.82 | 0.86 | NA | NA | 0.88 | 0.94 | 0.96 | 0.96 | 0.63 | 0.96 | 0.68 | 0.97 | 0.93 | 0.95 | 0.98 | 0.96 | 0.96 | 0.95 | 0.98 | 0.97 | 0.96 | 0.98 | 0.96 | 0.89 | 0.88 | 0.88 | 0.54 | 0.98 |
| Yield(%) | N/A | 0.0 | 3.5 | 5.2 | 6.8 | 7.1 | 9.9 | 7.8 | N/A | 3.9 | 2.4 | 6.7 | 10.0 | 2.3 | 2.8 | 3.5 | 2.1 | 1.2 | 2.6 | 3.1 | 1.8 | 1.8 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 132.2 | 4.8 | 310.2 | 1158.2 | N/A | N/A | N/A | 132.2 | -77.9 | -19.6 | 487.1 | 7.4 | -23.3 | 109.5 | 95.6 | -54.6 | -6.3 | 112.8 | 17.1 | 50.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.11% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.0% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.30% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.01% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.37% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.10% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.0% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.14% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.0% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.22% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.12% (99%)
- VUG (Vanguard Growth ETF) 0.06% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.19% (99%)
- QQQQ (PowerShares QQQ) 0.07% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 0.06% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.40% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.18% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 0.11% (96%)
- PWB (Invesco Large Cap Growth ETF) 0.14% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.24% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.16% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.27% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.23% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.15% (97%)
- GAM (General American Investors Closed Fund) 0.08% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.17% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.28% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.58% (22%)
