Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Advanced Investors
Advanced Strategies
TIAA-CREF Fixed Income Option
TIAA-CREF Fixed Income Option
live (public) 0.09% January 08
This portfolio consists of the funds as below. And it will be rebalanced annually.
Bond Index TBIIX 70.00% (use VBMFX as proxy)
Inflation-Linked Bond TIILX 20.00%
High Yield Bond TIHYX 10.00% (use VWEHX as proxy)
Delayed
Holdings (As of 10/31/2024)
sign up and login first and then customize a new portfolio for the latest current holdings
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Bond Index | VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) | 0.10% | 24.62% |
| Inflation-Linked Bond | TIILX (TIAA-CREF INFLATION-LINKED BOND FUND INSTITUTIONAL CLASS) | 0.09% | 7.12% |
| High Yield Bond | VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) | 0.18% | 68.26% |
* 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 Fixed Income Option | 1.0% | 10.4% | -1.2% | 0.5% | 1.5% | 2.5% |
| 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(%) | -0.1 | 10.4 | -1.2 | 0.5 | 1.5 | 2.5 | 2.9 | 3.0 | -0.3 | 1.7 | 5.7 | -11.6 | -0.5 | 7.0 | 8.8 | -1.0 | 1.3 | 3.8 | -0.2 | 5.4 | -2.9 | 5.6 | 8.7 | 6.7 | 9.8 | -0.0 | 6.3 | 3.2 | 1.1 | 4.3 | 5.1 | 1.9 |
| Sharpe Ratio | NA | -0.98 | -0.91 | -0.45 | -0.08 | NA | NA | 0.43 | -0.13 | -1.08 | 0.23 | -1.92 | -0.16 | 1.53 | 2.52 | -0.97 | 0.27 | 1.18 | -0.07 | 1.96 | -0.83 | 2.05 | 2.08 | 1.7 | 2.11 | -0.15 | 0.86 | -0.03 | -0.33 | 0.78 | 0.97 | 0.41 |
| Draw Down(%) | NA | 3.9 | 13.7 | 15.7 | 15.7 | NA | NA | 15.7 | 0.5 | 3.7 | 5.9 | 14.8 | 3.0 | 7.4 | 1.8 | 3.4 | 2.0 | 3.5 | 2.9 | 1.6 | 5.8 | 1.3 | 1.7 | 3.6 | 2.8 | 8.6 | 2.5 | 2.7 | 2.7 | 4.8 | 5.4 | 2.3 |
| Standard Deviation(%) | NA | 4.5 | 6.0 | 5.2 | 4.3 | NA | NA | 4.1 | 2.6 | 4.6 | 6.3 | 6.8 | 3.1 | 4.4 | 2.9 | 2.4 | 2.5 | 3.0 | 3.8 | 2.7 | 3.5 | 2.7 | 4.2 | 3.9 | 4.6 | 6.2 | 3.9 | 3.3 | 3.3 | 4.3 | 4.6 | 4.1 |
| Treynor Ratio | NA | -0.92 | -0.63 | -0.79 | -0.16 | NA | NA | 0.71 | -0.18 | -0.92 | 0.17 | -1.39 | -1.45 | -6.38 | -0.99 | -2.96 | 0.21 | -8.06 | -0.08 | -12.22 | -0.43 | 2.97 | 2.59 | 1.44 | 4.03 | -0.24 | 2.42 | -0.02 | -0.56 | -1.44 | -4.8 | -36.88 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | NA | NA | 0.01 | -0.07 | -0.02 | 0.0 | -0.05 | 0.0 | 0.03 | 0.04 | -0.01 | 0.0 | 0.01 | 0.0 | 0.02 | -0.02 | 0.02 | 0.03 | 0.02 | 0.03 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.03 |
| Beta | NA | 0.05 | 0.09 | 0.03 | 0.02 | NA | NA | 0.03 | 0.02 | 0.05 | 0.08 | 0.09 | 0.0 | -0.01 | -0.07 | 0.01 | 0.03 | 0.0 | 0.03 | 0.0 | 0.07 | 0.02 | 0.03 | 0.05 | 0.02 | 0.04 | 0.01 | 0.04 | 0.02 | -0.02 | -0.01 | 0.0 |
| RSquared | NA | 0.02 | 0.06 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | 0.02 | 0.03 | 0.11 | 0.0 | 0.01 | 0.1 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.05 | 0.01 | 0.03 | 0.05 | 0.02 | 0.07 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sortino Ratio | NA | -1.28 | -1.24 | -0.61 | -0.11 | NA | NA | 0.62 | -0.12 | -1.41 | 0.33 | -2.47 | -0.23 | 2.05 | 4.02 | -1.33 | 0.4 | 1.74 | -0.09 | 3.0 | -1.06 | 3.22 | 3.16 | 2.55 | 3.45 | -0.21 | 1.32 | -0.04 | -0.47 | 1.18 | 1.38 | 0.62 |
| Yield(%) | N/A | 3.4 | 3.2 | 2.9 | 2.7 | 3.6 | 4.4 | 3.34 | N/A | 3.4 | 3.2 | 3.5 | 2.4 | 2.0 | 2.8 | 2.4 | 0.6 | 2.8 | 2.4 | 3.1 | 2.7 | 3.5 | 4.2 | 3.8 | 4.0 | 4.1 | 4.3 | 4.2 | 3.9 | 4.0 | 4.0 | 1.0 |
| Dividend Growth(%) | N/A | 11.2 | 41.4 | 48.0 | -6.6 | N/A | N/A | N/A | N/A | 11.2 | -18.9 | 46.1 | 26.1 | -21.5 | 17.4 | 331.8 | -79.7 | 16.9 | -19.5 | 15.5 | -20.7 | -9.3 | 18.5 | 6.5 | -4.7 | 0.8 | 7.0 | 9.9 | 0.7 | 5.4 | 288.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/05/2002
Strategies
| Rebalancing Strategy | Fixed Time Interval Rebalancing |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>