Find A Portfolio/Ticker
Comparison Box
TRPWX: TIAA-CREF MID-CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 22.86 0.05(0.22%) July 07
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (74%) |
Start Date: | 10/03/2002 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.56% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/03/2002 |
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(%) | 0.8 | 6.0 | 12.1 | 13.1 | 0.7 | 4.9 | 8.8 | 6.9 | 8.8 | 8.5 | 21.5 | -33.1 | -10.7 | 29.7 | 33.5 | -8.6 | 26.3 | 2.0 | -0.8 | 7.5 | 36.8 | 18.0 | -5.2 | 28.5 | 46.9 | -46.2 | 17.4 | 9.0 | 9.8 | 10.7 | 40.9 | 10.8 |
Sharpe Ratio | NA | 0.35 | 0.39 | 0.43 | -0.06 | 0.14 | NA | NA | 0.33 | 0.12 | 0.97 | -1.01 | -0.42 | 0.76 | 1.4 | -0.49 | 2.84 | 0.1 | -0.05 | 0.49 | 2.72 | 1.12 | -0.18 | 1.31 | 1.66 | -1.1 | 0.77 | 0.38 | 0.6 | 0.64 | 2.14 | 1.77 |
Draw Down(%) | NA | 25.9 | 26.4 | 26.4 | 51.5 | 51.5 | NA | NA | 58.6 | 13.1 | 18.1 | 38.1 | 25.9 | 36.2 | 10.9 | 25.2 | 2.8 | 18.2 | 13.9 | 11.0 | 5.6 | 11.7 | 28.0 | 15.6 | 21.1 | 56.7 | 12.9 | 17.3 | 7.4 | 14.6 | 10.6 | 6.8 |
Standard Deviation(%) | NA | 27.6 | 23.4 | 21.7 | 25.1 | 24.0 | NA | NA | 23.0 | 16.5 | 17.9 | 34.3 | 25.8 | 38.4 | 22.9 | 20.3 | 9.1 | 16.7 | 16.4 | 15.4 | 13.5 | 16.1 | 29.6 | 21.7 | 28.2 | 42.6 | 18.7 | 15.3 | 12.6 | 15.2 | 18.8 | 29.2 |
Treynor Ratio | NA | 0.14 | 0.11 | 0.1 | -0.02 | 0.03 | NA | NA | 0.08 | 0.02 | 0.17 | -0.33 | -0.1 | 0.29 | 0.27 | -0.09 | 0.24 | 0.02 | -0.01 | 0.07 | 0.37 | 0.19 | -0.05 | 0.29 | 0.5 | -0.52 | 0.14 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.03 | -0.01 | -0.04 | -0.02 | NA | NA | 0.0 | -0.03 | -0.01 | -0.01 | -0.12 | -0.01 | -0.01 | -0.01 | 0.01 | -0.02 | 0.0 | -0.03 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | 0.0 | NA | NA | NA | NA |
Beta | NA | 0.72 | 0.81 | 0.94 | 1.01 | 1.02 | NA | NA | 0.99 | 1.03 | 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 | 0.94 | 0.9 | 1.07 | 0.95 | NA | NA | NA | NA |
RSquared | NA | 0.49 | 0.6 | 0.81 | 0.79 | 0.83 | NA | NA | 0.81 | 0.89 | 0.95 | 0.98 | 0.65 | 0.9 | 0.51 | 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 | 0.3 | 0.1 | 4.3 | 8.2 | 6.5 | N/A | 0.0 | 0.2 | 0.4 | 0.0 | 0.0 | 13.5 | 13.3 | 11.4 | 0.5 | 8.1 | 15.6 | 16.2 | 6.8 | 3.7 | 0.0 | 0.3 | 0.2 | 8.2 | 5.3 | 3.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -94.4 | -98.6 | -16.7 | N/A | N/A | N/A | -100.0 | -63.3 | N/A | N/A | -100.0 | -21.0 | 33.8 | 2160.0 | -94.2 | -51.9 | 11.1 | 169.4 | 64.5 | N/A | -100.0 | 0.0 | -97.8 | 57.8 | 95.9 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/03/2002
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 Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) 0.28% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 0.88% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 0.33% (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) 0.17% (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) 0.75% (97%)
- VOT (Vanguard Mid-Cap Growth ETF) 0.13% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) 0.89% (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) 0.81% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) 0.67% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)