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TSBRX: TIAA-CREF SOCIAL CHOICE BOND FUND RETAIL CLASS (MUTUAL FUND)
Basic Info 8.93 0.01(0.11%) July 08
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 09/24/2012 |
| Last Dividend Date: | 06/30/2025 |
| 12-Mo. Yield | 4.06% |
| Expenses | 0.44% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 3.4 | 4.9 | 2.4 | -0.5 | 1.7 | 1.9 | 2.2 | 5.9 | -14.2 | -1.3 | 7.2 | 8.3 | 0.1 | 4.3 | 2.6 | 0.9 | 8.5 | -2.1 | 0.5 |
| Sharpe Ratio | NA | 0.73 | 0.39 | -0.15 | -0.46 | 0.07 | 0.17 | -0.26 | 0.31 | -2.15 | -0.38 | 1.3 | 1.91 | -0.49 | 1.4 | 0.79 | 0.23 | 3.27 | -0.66 | 0.82 |
| Draw Down(%) | NA | 2.5 | 4.6 | 10.1 | 19.1 | 19.1 | 19.1 | 4.0 | 7.3 | 17.8 | 3.4 | 9.0 | 2.1 | 2.7 | 1.2 | 3.9 | 2.8 | 1.0 | 5.1 | 0.8 |
| Standard Deviation(%) | NA | 5.3 | 5.2 | 6.5 | 5.7 | 4.8 | 4.5 | 5.5 | 7.2 | 7.3 | 3.5 | 5.3 | 3.6 | 2.7 | 2.6 | 3.1 | 3.7 | 2.6 | 3.2 | 2.2 |
| Treynor Ratio | NA | 0.04 | 0.02 | -0.01 | -0.03 | 0.0 | 0.01 | -0.02 | 0.02 | -0.19 | -0.02 | 0.07 | 0.07 | -0.01 | 0.04 | 0.03 | 0.01 | 0.11 | -0.03 | 0.03 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | -0.01 |
| Beta | NA | 0.86 | 0.9 | 0.9 | 0.88 | 0.88 | 0.87 | 0.94 | 0.92 | 0.84 | 0.84 | 0.93 | 0.95 | 0.89 | 0.87 | 0.72 | 0.84 | 0.76 | 0.77 | 0.65 |
| RSquared | NA | 0.87 | 0.87 | 0.93 | 0.92 | 0.89 | 0.88 | 0.9 | 0.95 | 0.95 | 0.87 | 0.83 | 0.77 | 0.78 | 0.85 | 0.75 | 0.91 | 0.79 | 0.82 | 0.59 |
| Yield(%) | N/A | 2.0 | N/A | N/A | N/A | N/A | N/A | 4.0 | 3.6 | 2.2 | 1.4 | 4.4 | 3.4 | 2.6 | 2.2 | 2.7 | 2.5 | 3.1 | 0.8 | 0.5 |
| Dividend Growth(%) | N/A | -51.0 | N/A | N/A | N/A | N/A | N/A | 14.6 | 39.8 | 49.7 | -67.8 | 37.9 | 29.2 | 16.4 | -18.5 | 9.3 | -16.0 | 277.9 | 63.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/21/2012
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