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TSBRX: TIAA-CREF SOCIAL CHOICE BOND FUND RETAIL CLASS (MUTUAL FUND)
Basic Info 8.73 0.03(0.34%) May 02
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (2%) |
Start Date: | 09/24/2012 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.20% |
Expenses | 0.44% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/24/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | -2.1 | -0.1 | -3.7 | -0.3 | 1.4 | 1.4 | 5.9 | -14.5 | -1.3 | 7.2 | 8.3 | 0.1 | 4.3 | 2.6 | 0.9 | 8.5 | -2.1 | 0.5 |
Sharpe Ratio | NA | -2.01 | -0.63 | -0.95 | -0.33 | 0.07 | 0.09 | 0.23 | -2.17 | -0.37 | 1.31 | 1.92 | -0.47 | 1.41 | 0.79 | 0.23 | 3.27 | -0.66 | 0.82 |
Draw Down(%) | NA | 3.6 | 7.1 | 19.1 | 19.1 | 19.1 | 19.1 | 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 | 5.9 | 6.7 | 6.4 | 5.8 | 4.6 | 4.4 | 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 | -0.12 | -0.05 | -0.07 | -0.02 | 0.0 | 0.0 | 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 | 0.0 | -0.01 | -0.01 | -0.01 | 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 | 0.95 | 0.91 | 0.88 | 0.89 | 0.87 | 0.86 | 0.92 | 0.84 | 0.85 | 0.93 | 0.95 | 0.89 | 0.87 | 0.72 | 0.84 | 0.76 | 0.77 | 0.65 |
RSquared | NA | 0.94 | 0.95 | 0.94 | 0.91 | 0.89 | 0.88 | 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 | 1.0 | 3.6 | 2.2 | 2.8 | 2.8 | N/A | 3.7 | 1.8 | 1.1 | 4.3 | 3.2 | 2.3 | 2.3 | 2.9 | 2.7 | 3.0 | 0.7 | 0.5 |
Dividend Growth(%) | N/A | -72.7 | 43.5 | -29.6 | 2.9 | N/A | N/A | 73.7 | 58.3 | -73.9 | 43.8 | 33.3 | 4.3 | -20.7 | 3.6 | -3.4 | 314.3 | 40.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/24/2012
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