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TIAA-CREF Global Equity Index Option
TIAA-CREF Global Equity Index Option
live (public) 0.07% January 08
This portfolio consists of the funds as below. And it will be rebalanced annually.
Large-Cap Growth Index TILIX 28.98%
Large-Cap Value Index TILVX 28.98%
Small-Cap Blend Index TISBX 5.04%
Real Estate Security TIREX 7.00%
International Equity Index TCIEX 30.00%
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Large-Cap Growth Index | TILIX (TIAA-CREF LARGE-CAP GROWTH INDEX FUND INSTITUTIONAL CLASS) | 2.75% | 31.36% |
| Large-Cap Value Index | TILVX (TIAA-CREF LARGE-CAP VALUE INDEX FUND INSTITUTIONAL CLASS) | 0.71% | 29.15% |
| Small-Cap Blend Index | TISBX (TIAA-CREF SMALL-CAP BLEND INDEX FUND INSTITUTIONAL CLASS) | 1.62% | 4.82% |
| Real Estate Security | TIREX (TIAA-CREF REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) | 1.82% | 6.68% |
| International Equity Index | TCIEX (TIAA-CREF INTERNATIONAL EQUITY INDEX FUND INSTITUTIONAL CLASS) | 0.85% | 27.99% |
* Day change on 10/31/2024.
Previous
Performance (As of 01/08/2025)
Since 10/05/2002
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| TIAA-CREF Global Equity Index Option | 2.2% | 32.3% | 5.5% | 11.4% | 10.0% | 11.3% |
| VFINX (Vanguard (S&P 500) Index) | 8.4% | 25.7% | 21.5% | 13.2% | 15.2% | 14.2% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.2% | 17.0% | 14.2% | 7.3% | 9.5% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/07/2002 |
2025 | 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(%) | -1.6 | 32.3 | 5.5 | 11.4 | 10.0 | 11.3 | 8.6 | 9.5 | 0.6 | 12.4 | 22.9 | -18.1 | 22.6 | 15.4 | 27.8 | -7.8 | 17.8 | 8.9 | 4.2 | 8.2 | 27.7 | 17.4 | -2.5 | 15.2 | 28.5 | -38.9 | 5.4 | 19.1 | 7.4 | 12.0 | 23.4 | 10.8 |
| Sharpe Ratio | NA | 0.58 | 0.05 | 0.37 | 0.49 | NA | NA | 0.44 | 0.05 | 0.48 | 1.46 | -0.86 | 1.76 | 0.47 | 2.05 | -0.62 | 2.44 | 0.65 | 0.29 | 0.76 | 2.41 | 1.28 | -0.1 | 0.79 | 0.97 | -0.94 | 0.15 | 1.52 | 0.58 | 1.08 | 1.48 | 0.49 |
| Draw Down(%) | NA | 7.7 | 25.4 | 34.5 | 34.5 | NA | NA | 57.9 | 0.7 | 7.7 | 11.2 | 26.4 | 5.5 | 34.5 | 5.8 | 18.3 | 3.4 | 11.7 | 12.5 | 8.0 | 7.5 | 11.3 | 21.8 | 15.6 | 28.7 | 50.9 | 10.4 | 10.0 | 6.2 | 7.7 | 13.2 | 5.8 |
| Standard Deviation(%) | NA | 12.1 | 16.6 | 20.1 | 16.9 | NA | NA | 18.7 | 10.8 | 12.2 | 12.8 | 22.7 | 12.8 | 32.1 | 12.9 | 14.7 | 7.1 | 13.5 | 14.6 | 10.8 | 11.5 | 13.5 | 25.0 | 19.2 | 29.3 | 42.1 | 16.1 | 10.4 | 8.9 | 10.3 | 15.3 | 21.8 |
| Treynor Ratio | NA | 0.08 | 0.01 | 0.08 | 0.12 | NA | NA | 0.36 | 0.01 | 0.06 | 0.2 | -0.21 | 0.24 | 0.17 | 0.29 | -0.68 | -1.42 | 3.25 | -0.43 | 2.08 | -5.23 | 12.97 | 0.23 | -4.68 | -2.15 | 2.46 | -0.19 | 1.15 | 1.35 | 1.33 | -27.17 | -0.98 |
| Alpha | NA | -0.03 | -0.01 | -0.01 | 0.01 | NA | NA | 0.03 | 0.03 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.03 | 0.07 | 0.04 | 0.02 | 0.03 | 0.11 | 0.07 | 0.0 | 0.06 | 0.13 | -0.19 | 0.02 | 0.05 | 0.02 | 0.04 | 0.09 | 0.2 |
| Beta | NA | 0.9 | 0.92 | 0.92 | 0.71 | NA | NA | 0.23 | 0.76 | 0.9 | 0.94 | 0.92 | 0.95 | 0.91 | 0.91 | 0.13 | -0.12 | 0.03 | -0.1 | 0.04 | -0.05 | 0.01 | -0.11 | -0.03 | -0.13 | -0.16 | -0.12 | 0.14 | 0.04 | 0.08 | -0.01 | -0.11 |
| RSquared | NA | 0.88 | 0.94 | 0.96 | 0.56 | NA | NA | 0.05 | 0.98 | 0.88 | 0.93 | 0.96 | 0.93 | 0.98 | 0.77 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.02 | 0.02 | 0.02 | 0.0 | 0.01 | 0.0 | 0.02 |
| Sortino Ratio | NA | 0.78 | 0.07 | 0.5 | 0.66 | NA | NA | 0.6 | 0.09 | 0.65 | 2.18 | -1.19 | 2.55 | 0.61 | 2.99 | -0.79 | 3.51 | 0.88 | 0.4 | 1.04 | 3.54 | 1.94 | -0.13 | 1.11 | 1.38 | -1.25 | 0.2 | 2.3 | 0.86 | 1.5 | 2.08 | 0.83 |
| Yield(%) | N/A | 0.2 | 2.6 | 4.1 | 5.4 | 7.8 | 7.5 | 3.4 | N/A | 0.2 | 3.7 | 4.3 | 6.5 | 2.3 | 4.8 | 3.8 | 0.0 | 2.9 | 8.1 | 4.1 | 3.8 | 3.6 | 3.0 | 2.0 | 2.2 | 2.2 | 4.5 | 4.5 | 3.3 | 1.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -94.5 | -21.6 | 45.2 | 150.9 | N/A | N/A | N/A | N/A | -94.5 | -28.3 | -18.8 | 220.7 | -38.7 | 18.1 | 31549.6 | -99.5 | -62.7 | 114.8 | 32.9 | 25.6 | 18.6 | 67.6 | 15.2 | -34.4 | -50.4 | 18.5 | 49.9 | 133.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/05/2002
Strategies
| Rebalancing Strategy | Fixed Time Interval Rebalancing |
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