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TRSCX: TIAA-CREF SOCIAL CHOICE EQUITY FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 27.57 0.71(2.64%) May 12
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 12/19/2002 |
| Last Dividend Date: | 12/06/2024 |
| 12-Mo. Yield | 1.04% |
| Expenses | 0.27% |
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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(%) | 3.3 | 2.4 | -1.5 | 5.1 | 9.1 | 8.5 | 9.9 | 8.3 | 8.8 | 3.4 | 17.3 | -20.5 | 16.5 | 19.9 | 31.2 | -6.0 | 20.6 | 13.2 | -2.7 | 11.0 | 33.9 | 13.9 | -0.3 | 15.6 | 32.0 | -36.3 | 3.8 | 14.1 | 6.3 | 10.4 | 29.0 | -0.4 |
| Sharpe Ratio | NA | -0.18 | -0.48 | 0.05 | 0.29 | 0.33 | NA | NA | 0.38 | -0.17 | 0.92 | -0.88 | 1.06 | 0.56 | 2.31 | -0.44 | 2.88 | 0.95 | -0.18 | 0.93 | 2.93 | 1.08 | -0.01 | 0.83 | 1.12 | -0.91 | 0.05 | 1.04 | 0.38 | 0.85 | 1.74 | -1.01 |
| Draw Down(%) | NA | 17.3 | 28.5 | 28.5 | 31.3 | 34.9 | NA | NA | 54.8 | 18.2 | 10.8 | 25.6 | 12.1 | 34.9 | 6.4 | 20.0 | 2.8 | 11.1 | 12.2 | 8.2 | 5.5 | 10.5 | 20.2 | 15.7 | 27.6 | 47.4 | 9.7 | 7.7 | 7.5 | 8.1 | 13.5 | 2.3 |
| Standard Deviation(%) | NA | 22.6 | 21.8 | 19.5 | 19.1 | 19.2 | NA | NA | 19.5 | 18.6 | 14.3 | 24.9 | 15.5 | 35.2 | 12.9 | 16.8 | 7.0 | 13.8 | 15.4 | 11.8 | 11.5 | 12.9 | 24.3 | 18.6 | 28.4 | 40.8 | 15.8 | 10.4 | 10.7 | 11.2 | 16.3 | 15.1 |
| Treynor Ratio | NA | -0.08 | -0.17 | 0.01 | 0.06 | 0.07 | NA | NA | 0.08 | -0.03 | 0.13 | -0.22 | 0.17 | 0.19 | 0.3 | -0.08 | 0.2 | 0.13 | -0.03 | 0.11 | 0.33 | 0.14 | 0.0 | 0.15 | 0.31 | -0.37 | 0.01 | 0.11 | 0.04 | 0.09 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | -0.04 | -0.02 | -0.02 | -0.01 | NA | NA | 0.0 | -0.07 | -0.03 | 0.0 | -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 | 0.0 | 0.01 | NA | NA |
| Beta | NA | 0.49 | 0.63 | 0.86 | 0.91 | 0.96 | NA | NA | 0.99 | 0.96 | 1.01 | 0.99 | 0.97 | 1.01 | 1.0 | 0.97 | 1.02 | 1.03 | 0.99 | 1.02 | 1.03 | 0.99 | 1.03 | 1.02 | 1.04 | 1.0 | 1.0 | 1.02 | 1.03 | 1.0 | NA | NA |
| RSquared | NA | 0.36 | 0.34 | 0.67 | 0.75 | 0.87 | NA | NA | 0.9 | 0.47 | 0.88 | 0.97 | 0.71 | 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 | 0.98 | 0.91 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.3 | 1.5 | 3.8 | 5.1 | 4.7 | N/A | 1.1 | 1.5 | 1.0 | 1.0 | 1.2 | 5.7 | 8.1 | 4.3 | 7.0 | 4.7 | 2.5 | 2.6 | 1.9 | 1.4 | 1.4 | 1.7 | 1.3 | 2.1 | 2.7 | 1.1 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -13.7 | -36.3 | -72.0 | 209.4 | N/A | N/A | N/A | -13.7 | 15.5 | 15.6 | 2.0 | -73.8 | -39.4 | 120.0 | -33.9 | 35.7 | 108.6 | 20.4 | 52.6 | 36.6 | 9.3 | 6.9 | -13.8 | -38.7 | -12.1 | 154.1 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/2002
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