Select Page

Purdue University 403B Plan TIAA-CREF Tactical Asset Allocation Moderate
0.30%January 30 | MyPlanIQ portfolio symbol P_33560

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Holdings




Historical Performance


Purdue University 403B Plan TIAA-CREF Tactical Asset Allocation Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Purdue University 403B Plan TIAA-CREF Tactical Asset Allocation Moderate NA 17.42% 11.54% 9.31% 6.03% 7.95% 8.12% 8.07%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Purdue University 403B Plan TIAA-CREF Tactical Asset Allocation Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Purdue University 403B Plan TIAA-CREF Tactical Asset Allocation Moderate

Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on

Retirement Spending Calculator for Purdue University 403B Plan TIAA-CREF Tactical Asset Allocation Moderate

Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on

Rolling Returns


From 12/31/2000 to 01/30/2024, the worst annualized return of 3-year rolling returns for Purdue University 403B Plan TIAA-CREF Tactical Asset Allocation Moderate is 1.35%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 5-year rolling returns for Purdue University 403B Plan TIAA-CREF Tactical Asset Allocation Moderate is 1.53%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 10-year rolling returns for Purdue University 403B Plan TIAA-CREF Tactical Asset Allocation Moderate is 3.81%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 20-year rolling returns for Purdue University 403B Plan TIAA-CREF Tactical Asset Allocation Moderate is 7.94%.

Maximum Drawdown

Purdue University 403B Plan TIAA-CREF Tactical Asset Allocation Moderate Maximum Drawdown