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TRSCX: TIAA-CREF SOCIAL CHOICE EQUITY FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 28.42 0.13(0.46%) May 14
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (73%) |
Start Date: | 12/19/2002 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 5.84% |
Expenses | 0.27% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/20/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 8.1 | 27.2 | 8.0 | 13.8 | 11.2 | 13.7 | 9.5 | 10.1 | 22.2 | -18.0 | 26.2 | 20.1 | 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 | 1.68 | 1.85 | 0.25 | 0.53 | 0.57 | NA | NA | 0.47 | 1.31 | -0.79 | 1.91 | 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 | 6.6 | 10.8 | 25.8 | 34.9 | 34.9 | NA | NA | 54.8 | 10.8 | 25.6 | 5.8 | 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 | 11.5 | 12.0 | 17.8 | 21.8 | 18.1 | NA | NA | 19.2 | 13.8 | 24.6 | 13.7 | 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 | 0.21 | 0.22 | 0.04 | 0.12 | 0.1 | NA | NA | 0.09 | 0.18 | -0.2 | 0.26 | 0.2 | 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 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | 0.01 | 0.0 | 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 | 0.94 | 1.0 | 0.99 | 1.0 | 1.0 | NA | NA | 1.01 | 1.01 | 0.99 | 1.0 | 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 | 0.93 | 0.94 | 0.97 | 0.98 | 0.98 | NA | NA | 0.95 | 0.93 | 0.99 | 0.95 | 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 | 5.8 | 6.0 | 6.6 | 6.7 | 10.6 | 7.1 | N/A | 6.1 | 3.6 | 10.6 | 1.4 | 5.7 | 8.1 | 4.3 | 7.0 | 4.7 | 2.5 | 2.6 | 1.9 | 1.4 | 1.4 | 1.7 | 1.3 | 2.2 | 2.7 | 1.1 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 32.7 | 78.3 | 37.5 | 522.3 | N/A | N/A | N/A | 33.7 | -60.2 | 800.0 | -69.8 | -39.2 | 119.4 | -33.9 | 36.3 | 110.5 | 18.8 | 52.4 | 40.0 | 7.1 | 7.7 | -13.3 | -40.0 | -10.7 | 154.5 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/2002
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