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Retirement Plan of the State of South Carolina offered by TIAA/CREF
Retirement Plan of the State of South Carolina offered by TIAA/CREF Asset Allocation Composite Moderate
Retirement Plan of the State of South Carolina offered by TIAA/CREF Asset Allocation Composite Moderate
live (public) 0.76% February 27
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | STABLEVALUE (STABLEVALUE) | 0.0% | TIAA Traditional | 41.75% |
| US Equity | RGAFX (GROWTH FUND OF AMERICA CLASS R-5) | 2.20% | American Funds Growth Fund of America | 10.48% |
| US Equity | TRSPX (TIAA-CREF S&P 500 INDEX FUND RETIREMENT CLASS) | 1.86% | CREF Stock | 10.18% |
| Real Estate | TRRSX (TIAA-CREF REAL ESTATE SECURITIES FUND RETIREMENT CLASS) | 1.83% | TIAA Real Estate | 10.10% |
| International Equity | RERFX (EUROPACIFIC GROWTH FUND CLASS R-5) | 1.15% | American Funds EuroPacific Growth Fund | 27.49% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 02/27/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Retirement Plan of the State of South Carolina offered by TIAA/CREF Asset Allocation Composite Moderate | 4.3% | 26.8% | 12.6% | 13.0% | 9.5% | 9.0% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.4% | 19.2% | 16.2% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.1% | 9.3% | 11.5% | 8.8% | 8.4% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 4.3 | 26.8 | 12.6 | 13.0 | 9.5 | 9.0 | 9.2 | 8.5 | 8.6 | 8.4 | 16.3 | 19.3 | -4.6 | 12.2 | 17.3 | 19.8 | -3.7 | 11.7 | 9.2 | -3.5 | 8.3 | 12.8 | 13.1 | 0.9 | 6.7 | 15.5 | 1.1 | 1.3 | 11.4 | 6.7 | 9.4 | 17.7 | 2.5 | 3.4 |
| Sharpe Ratio | NA | 0.44 | 1.27 | 1.09 | 1.25 | 0.97 | NA | NA | NA | NA | 0.91 | 1.33 | 2.1 | -0.61 | 1.43 | 1.82 | 3.0 | -0.59 | 2.64 | 1.35 | -0.48 | 1.35 | 1.81 | 1.78 | 0.06 | 0.66 | 1.52 | 0.06 | -0.17 | 1.25 | 0.73 | 1.17 | 2.52 | 0.61 | 74.11 |
| Draw Down(%) | NA | 1.5 | 5.0 | 11.7 | 14.1 | 14.1 | NA | NA | NA | NA | 14.1 | 5.0 | 4.3 | 14.1 | 4.1 | 6.2 | 2.5 | 10.4 | 1.7 | 4.8 | 8.6 | 4.2 | 6.1 | 5.6 | 13.4 | 7.7 | 4.8 | 5.2 | 7.3 | 5.9 | 3.6 | 6.4 | 2.9 | 2.2 | 0.0 |
| Standard Deviation(%) | NA | 6.8 | 7.2 | 7.9 | 8.4 | 7.6 | NA | NA | NA | NA | 7.8 | 7.2 | 7.2 | 9.7 | 8.5 | 9.4 | 6.1 | 8.4 | 4.2 | 6.7 | 7.3 | 6.1 | 7.1 | 7.3 | 15.0 | 10.1 | 10.1 | 4.0 | 10.4 | 6.5 | 6.2 | 7.2 | 6.7 | 2.3 | 0.0 |
| Treynor Ratio | NA | 0.06 | 0.19 | 0.24 | 0.41 | 0.24 | NA | NA | NA | NA | 0.28 | 0.19 | 0.32 | -0.2 | 0.21 | 1.27 | 0.42 | -0.1 | 0.21 | 0.26 | -0.09 | 0.16 | 0.21 | 0.24 | 0.01 | 0.16 | 0.91 | 0.15 | -0.03 | 0.14 | 0.08 | 0.16 | 0.7 | 0.9 | 382.75 |
| Alpha | NA | 0.08 | 0.02 | 0.02 | 0.03 | 0.02 | NA | NA | NA | NA | 0.02 | 0.0 | 0.02 | 0.0 | -0.01 | 0.05 | 0.02 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | -0.01 | 0.02 | 0.0 | 0.01 | 0.04 | 0.0 | -0.01 | 0.01 | 0.02 | 0.02 | 0.04 | 0.01 | 0.0 |
| Beta | NA | 0.46 | 0.5 | 0.36 | 0.26 | 0.31 | NA | NA | NA | NA | 0.25 | 0.5 | 0.47 | 0.3 | 0.58 | 0.13 | 0.44 | 0.48 | 0.53 | 0.35 | 0.39 | 0.51 | 0.6 | 0.54 | 0.62 | 0.41 | 0.17 | 0.02 | 0.59 | 0.58 | 0.54 | 0.54 | 0.24 | 0.02 | 0.0 |
| RSquared | NA | 0.79 | 0.77 | 0.6 | 0.42 | 0.52 | NA | NA | NA | NA | 0.39 | 0.77 | 0.72 | 0.55 | 0.8 | 0.25 | 0.79 | 0.93 | 0.7 | 0.46 | 0.69 | 0.88 | 0.88 | 0.9 | 0.95 | 0.53 | 0.21 | 0.02 | 0.84 | 0.8 | 0.8 | 0.69 | 0.37 | 0.03 | 0.0 |
| Sortino Ratio | NA | 0.66 | 1.75 | 1.5 | 1.75 | 1.33 | NA | NA | NA | NA | 1.27 | 1.85 | 3.25 | -0.78 | 2.03 | 2.47 | 4.54 | -0.76 | 4.19 | 1.88 | -0.63 | 1.92 | 2.6 | 2.77 | 0.07 | 0.93 | 2.21 | 0.08 | -0.21 | 1.89 | 1.03 | 1.59 | 4.02 | 0.89 | NA |
| Yield(%) | N/A | 1.5 | 13.6 | 16.3 | 14.2 | 11.4 | 12.7 | 12.7 | 14.3 | 14.3 | 4.49 | 14.2 | 16.0 | 13.1 | 5.5 | 2.1 | 4.0 | 4.1 | 4.9 | 4.9 | 3.6 | 2.6 | 3.4 | 3.3 | 2.8 | 2.4 | 2.3 | 2.5 | 4.5 | 3.4 | 2.7 | 1.8 | 2.5 | 3.0 | 3.4 |
| Dividend Growth(%) | N/A | -87.8 | 11.3 | 414.6 | 312.7 | 498.9 | N/A | N/A | N/A | N/A | N/A | 5.5 | 16.0 | 172.6 | 198.3 | -36.3 | -5.6 | -7.7 | 12.1 | 28.3 | 52.3 | -16.1 | 19.0 | 15.9 | 26.7 | 21.2 | -5.1 | -44.6 | 46.5 | 34.0 | 61.2 | -13.0 | -15.4 | -8.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to Retirement Plan of the State of South Carolina offered by TIAA/CREF.
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