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TICRX: TIAA-CREF SOCIAL CHOICE EQUITY FUND RETAIL CLASS (MUTUAL FUND)
Basic Info 21.73 0.39(1.83%) May 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 04/11/2006 |
| Last Dividend Date: | 12/06/2024 |
| 12-Mo. Yield | 1.35% |
| Expenses | 0.27% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/11/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.3 | -0.7 | -4.4 | 2.1 | 7.6 | 7.4 | 9.2 | 7.4 | 0.5 | 16.4 | -21.0 | 15.0 | 19.8 | 31.2 | -6.0 | 20.6 | 13.4 | -2.8 | 11.0 | 33.9 | 13.7 | -0.3 | 16.4 | 32.2 | -36.2 | 4.2 | 9.7 |
| Sharpe Ratio | NA | -0.22 | -0.46 | -0.11 | 0.25 | 0.29 | NA | 0.3 | -0.3 | 0.85 | -0.9 | 0.93 | 0.55 | 2.32 | -0.44 | 2.84 | 0.96 | -0.18 | 0.93 | 2.93 | 1.06 | -0.01 | 0.88 | 1.13 | -0.91 | 0.07 | 0.94 |
| Draw Down(%) | NA | 17.3 | 30.5 | 30.5 | 32.1 | 34.9 | NA | 54.7 | 20.5 | 10.8 | 25.6 | 13.3 | 34.9 | 6.4 | 20.1 | 2.8 | 11.0 | 12.3 | 8.2 | 5.6 | 10.6 | 20.2 | 15.8 | 27.6 | 47.4 | 9.7 | 8.0 |
| Standard Deviation(%) | NA | 23.2 | 23.7 | 20.6 | 19.7 | 19.5 | NA | 20.6 | 20.7 | 14.5 | 25.0 | 16.2 | 35.1 | 12.8 | 16.8 | 7.0 | 13.8 | 15.4 | 11.8 | 11.6 | 12.9 | 24.3 | 18.6 | 28.3 | 40.8 | 15.8 | 11.0 |
| Treynor Ratio | NA | -0.11 | -0.17 | -0.03 | 0.06 | 0.06 | NA | 0.06 | -0.06 | 0.12 | -0.23 | 0.16 | 0.19 | 0.3 | -0.08 | 0.2 | 0.13 | -0.03 | 0.11 | 0.33 | 0.14 | 0.0 | 0.16 | 0.31 | -0.37 | 0.01 | 0.1 |
| Alpha | NA | 0.01 | -0.05 | -0.03 | -0.02 | -0.01 | NA | -0.01 | -0.08 | -0.04 | -0.01 | -0.03 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 |
| Beta | NA | 0.49 | 0.63 | 0.87 | 0.91 | 0.96 | NA | 0.99 | 0.96 | 1.01 | 0.99 | 0.97 | 1.01 | 1.0 | 0.97 | 1.03 | 1.04 | 0.99 | 1.02 | 1.03 | 0.99 | 1.03 | 1.02 | 1.03 | 0.99 | 0.99 | 1.05 |
| RSquared | NA | 0.36 | 0.29 | 0.63 | 0.71 | 0.84 | NA | 0.92 | 0.38 | 0.86 | 0.96 | 0.65 | 0.99 | 0.95 | 0.98 | 0.95 | 0.98 | 0.99 | 0.99 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.98 |
| Yield(%) | N/A | 0.0 | 1.3 | 1.5 | 1.8 | 4.2 | 5.5 | N/A | 1.4 | 1.8 | 1.3 | 1.2 | 1.4 | 6.5 | 9.1 | 4.8 | 7.6 | 5.3 | 2.9 | 2.9 | 2.1 | 1.6 | 2.4 | 2.0 | 1.5 | 2.5 | 3.0 |
| Dividend Growth(%) | N/A | -100.0 | -11.4 | -33.9 | -71.0 | N/A | N/A | N/A | -11.4 | 12.5 | 17.8 | 5.2 | -73.7 | -39.6 | 120.1 | -32.2 | 31.7 | 99.5 | 26.7 | 52.9 | 27.6 | -21.6 | 50.7 | -14.8 | -39.8 | -10.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/11/2006
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