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TILRX: TIAA-CREF LARGE-CAP GROWTH FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 25.44 0.42(1.68%) May 03
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (64%) |
Start Date: | 04/11/2006 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 0.02% |
Expenses | 0.48% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/11/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 8.9 | 36.5 | 4.7 | 14.2 | 14.3 | 15.6 | 11.3 | 46.7 | -32.9 | 16.6 | 43.8 | 30.5 | -0.6 | 34.1 | -1.1 | 8.8 | 10.8 | 39.4 | 16.6 | 1.4 | 12.8 | 34.8 | -41.2 | 21.4 | 3.0 |
Sharpe Ratio | NA | 1.43 | 2.1 | 0.08 | 0.49 | 0.65 | NA | 0.47 | 2.59 | -1.1 | 0.94 | 1.23 | 1.89 | -0.09 | 3.67 | -0.09 | 0.52 | 0.73 | 2.98 | 1.14 | 0.05 | 0.64 | 1.43 | -1.03 | 1.12 | 0.06 |
Draw Down(%) | NA | 6.7 | 11.3 | 38.0 | 38.0 | 38.0 | NA | 52.3 | 11.3 | 36.3 | 10.4 | 30.0 | 8.8 | 22.7 | 3.1 | 14.7 | 13.1 | 10.1 | 7.1 | 11.6 | 19.0 | 17.1 | 20.1 | 50.7 | 9.2 | 12.3 |
Standard Deviation(%) | NA | 17.1 | 15.9 | 22.5 | 24.7 | 20.8 | NA | 21.8 | 16.5 | 31.3 | 17.5 | 35.1 | 15.4 | 21.8 | 9.2 | 15.0 | 17.0 | 14.9 | 13.2 | 14.7 | 25.8 | 20.0 | 24.3 | 40.9 | 16.5 | 13.0 |
Treynor Ratio | NA | 0.28 | 0.38 | 0.02 | 0.14 | 0.15 | NA | 0.11 | 0.5 | -0.42 | 0.21 | 0.45 | 0.42 | -0.02 | 0.32 | -0.01 | 0.08 | 0.1 | 0.37 | 0.17 | 0.01 | 0.12 | 0.36 | -0.39 | 0.19 | 0.01 |
Alpha | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.02 | 0.0 | 0.02 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.04 | 0.01 |
Beta | NA | 0.89 | 0.87 | 0.83 | 0.88 | 0.9 | NA | 0.95 | 0.85 | 0.83 | 0.78 | 0.97 | 0.7 | 1.04 | 1.04 | 1.0 | 1.04 | 1.07 | 1.07 | 0.99 | 0.96 | 1.03 | 0.98 | 1.08 | 0.98 | 0.97 |
RSquared | NA | 0.97 | 0.95 | 0.95 | 0.95 | 0.94 | NA | 0.95 | 0.95 | 0.96 | 0.92 | 0.97 | 0.68 | 0.98 | 0.95 | 0.97 | 0.98 | 0.97 | 0.96 | 0.96 | 0.98 | 0.97 | 0.97 | 0.98 | 0.96 | 0.95 |
Yield(%) | N/A | 0.0 | 0.0 | 3.4 | 11.1 | 11.9 | 17.4 | N/A | 0.0 | 0.1 | 11.2 | 37.9 | 5.2 | 12.1 | 5.2 | 1.4 | 3.9 | 12.1 | 8.8 | 3.2 | 1.1 | 0.1 | 0.4 | 0.3 | 6.7 | 0.5 |
Dividend Growth(%) | N/A | N/A | -100.0 | -78.5 | 101.4 | N/A | N/A | N/A | -100.0 | -99.2 | -70.2 | 818.7 | -62.4 | 202.5 | 263.6 | -62.1 | -68.3 | 72.6 | 211.8 | 209.1 | 1000.0 | -66.7 | -25.0 | -94.1 | 1260.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/11/2006
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