Find A Portfolio/Ticker
Comparison Box
TIGRX: TIAA-CREF GROWTH & INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 15.56 0.16(1.04%) July 03
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (93%) |
Start Date: | 06/29/1999 |
Last Dividend Date: | 03/28/2025 |
12-Mo. Yield | 0.84% |
Expenses | 0.50% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 06/27/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/29/1999 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 3.4 | 0.5 | 6.5 | 3.5 | 5.9 | 10.0 | 7.0 | 4.9 | 17.1 | 7.4 | -27.7 | 5.3 | 13.1 | 30.3 | -7.3 | 24.0 | 8.6 | 3.3 | 11.1 | 34.4 | 16.4 | 3.0 | 13.2 | 27.0 | -35.0 | 16.2 | 12.2 | -6.6 | 9.8 | 26.4 | -24.3 | -13.0 | -9.6 | 9.7 |
Sharpe Ratio | NA | 0.04 | -0.2 | 0.09 | 0.06 | 0.2 | NA | NA | 0.17 | 0.64 | 0.12 | -1.11 | 0.24 | 0.36 | 2.13 | -0.46 | 2.95 | 0.59 | 0.2 | 0.84 | 2.84 | 1.23 | 0.12 | 0.71 | 1.03 | -0.93 | 0.79 | 0.75 | -0.5 | 0.8 | 1.53 | -1.0 | -0.73 | -0.63 | 1.0 |
Draw Down(%) | NA | 20.8 | 27.2 | 27.2 | 40.5 | 40.5 | NA | NA | 51.2 | 12.6 | 19.0 | 29.0 | 20.2 | 35.6 | 6.4 | 23.2 | 2.8 | 13.0 | 12.5 | 9.3 | 5.8 | 10.6 | 19.2 | 17.0 | 23.1 | 45.7 | 8.7 | 9.5 | 13.9 | 7.7 | 13.6 | 34.1 | 30.0 | 17.3 | 12.7 |
Standard Deviation(%) | NA | 22.0 | 20.9 | 22.1 | 22.4 | 21.4 | NA | NA | 20.7 | 16.3 | 25.2 | 26.2 | 22.2 | 36.0 | 13.6 | 18.7 | 8.0 | 14.2 | 16.1 | 13.2 | 12.1 | 13.4 | 24.4 | 18.5 | 26.0 | 38.7 | 16.8 | 12.0 | 17.5 | 11.1 | 16.8 | 25.5 | 21.3 | 21.7 | 16.4 |
Treynor Ratio | NA | 0.02 | -0.08 | 0.03 | 0.02 | 0.06 | NA | NA | 0.04 | 0.18 | 0.05 | -0.46 | 0.12 | 0.14 | 0.48 | -0.1 | 0.28 | 0.09 | 0.03 | 0.12 | 0.35 | 0.19 | 0.03 | 0.14 | 0.26 | -0.35 | 0.14 | 0.11 | -0.1 | 0.12 | 0.3 | -0.34 | -0.28 | -0.24 | 0.23 |
Alpha | NA | -0.02 | -0.04 | -0.03 | -0.02 | -0.02 | NA | NA | 0.0 | 0.0 | -0.07 | -0.01 | 0.03 | -0.1 | 0.01 | -0.03 | -0.01 | 0.04 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.03 | 0.02 | 0.02 | 0.04 | -0.06 | 0.02 | 0.01 | 0.02 | 0.02 | 0.0 | 0.01 |
Beta | NA | 0.44 | 0.5 | 0.6 | 0.6 | 0.72 | NA | NA | 0.77 | 0.57 | 0.67 | 0.64 | 0.43 | 0.93 | 0.6 | 0.87 | 0.84 | 0.91 | 0.97 | 0.94 | 0.97 | 0.88 | 0.9 | 0.95 | 1.04 | 1.01 | 0.98 | 0.81 | 0.89 | 0.71 | 0.85 | 0.74 | 0.57 | 0.57 | 0.72 |
RSquared | NA | 0.42 | 0.42 | 0.46 | 0.51 | 0.66 | NA | NA | 0.77 | 0.53 | 0.29 | 0.81 | 0.23 | 0.86 | 0.64 | 0.94 | 0.82 | 0.9 | 0.96 | 0.95 | 0.94 | 0.92 | 0.97 | 0.97 | 0.97 | 0.96 | 0.92 | 0.78 | 0.39 | 0.86 | 0.95 | 0.85 | 0.87 | 0.84 | 0.81 |
Yield(%) | N/A | 0.2 | 0.8 | 1.3 | 1.2 | 4.1 | 7.9 | 5.4 | N/A | 1.4 | 1.5 | 1.1 | 1.0 | 1.3 | 8.0 | 8.4 | 5.6 | 3.3 | 8.0 | 10.4 | 14.0 | 6.5 | 2.1 | 1.2 | 1.7 | 1.5 | 1.8 | 1.8 | 2.1 | 1.8 | 1.6 | 0.6 | 0.6 | 0.9 | 0.6 |
Dividend Growth(%) | N/A | -80.1 | -32.1 | -60.2 | -79.7 | 17.5 | N/A | N/A | N/A | -3.3 | -7.1 | 23.3 | -15.9 | -80.6 | -19.4 | 76.3 | 85.2 | -61.6 | -22.1 | -14.2 | 137.8 | 222.2 | 83.5 | -8.0 | -24.3 | -5.1 | 6.8 | -20.2 | 27.1 | 34.6 | 109.8 | -16.4 | -37.8 | 66.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/29/1999
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) 0.53% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.96% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 1.14% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 1.03% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 1.12% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.81% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.77% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 1.19% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 1.23% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 1.06% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.95% (99%)
- VUG (Vanguard Growth ETF) 1.08% (99%)
- IWF (iShares Russell 1000 Growth ETF) 1.12% (99%)
- QQQQ (PowerShares QQQ) 0.98% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 0.88% (97%)
- FPX (First Trust US Equity Opportunities ETF) 1.27% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.98% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 1.07% (96%)
- PWB (Invesco Large Cap Growth ETF) 1.14% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 1.14% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.43% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.58% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.11% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.58% (97%)
- GAM (General American Investors Closed Fund) 0.75% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.32% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.06% (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.09% (22%)