Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The University of Iowa Voluntary Retirement Savings TIAA-CREF Plan Strategic Asset Allocation – Optimal Moderate | NA | 22.16% | 2.37% | 6.17% | 5.27% | 6.79% | 6.39% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The University of Iowa Voluntary Retirement Savings TIAA-CREF Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.12 | 22.16 | 2.37 | 6.17 | 5.27 | 6.79 | 6.39 | … | … | 0.04 | 6.46 | 11.65 | -13.98 | 5.83 | 17.40 | 17.30 | -5.08 | 8.18 | 4.37 | 0.78 | 5.46 | 9.60 | 12.65 | -0.02 | 16.77 | 27.08 | -25.72 | 8.25 | 13.29 | 10.07 | 14.50 | 23.83 | -5.28 | 13.24 |
| Sharpe Ratio | NA | 0.06 | -0.30 | 0.20 | 0.32 | NA | NA | … | … | 0.00 | -0.02 | 0.98 | -1.23 | 0.62 | 0.93 | 2.34 | -0.71 | 1.48 | 0.51 | 0.09 | 0.89 | 1.40 | 1.77 | 0.00 | 1.46 | 1.35 | -1.12 | 0.56 | 1.28 | 1.37 | 1.94 | 3.12 | -0.58 | 1.21 |
| Standard Deviation(%) | NA | 7.29 | 9.41 | 11.82 | 9.94 | NA | NA | … | … | 6.14 | 7.35 | 7.52 | 12.47 | 9.31 | 18.56 | 6.80 | 8.98 | 5.12 | 8.15 | 8.51 | 6.11 | 6.82 | 7.12 | 13.57 | 11.41 | 19.92 | 23.83 | 9.42 | 7.85 | 5.79 | 6.99 | 7.42 | 10.97 | 9.07 |
| Draw Down(%) | NA | 6.33 | 19.50 | 22.21 | 22.21 | NA | NA | … | … | 0.47 | 6.17 | 6.05 | 20.11 | 6.35 | 22.21 | 3.17 | 11.49 | 4.61 | 7.70 | 8.80 | 5.11 | 7.18 | 5.52 | 13.46 | 8.17 | 18.63 | 38.56 | 6.65 | 8.87 | 4.13 | 7.81 | 8.10 | 15.54 | 9.90 |
| Yield(%) | NA | 4.36 | 4.47 | 4.38 | 3.82 | NA | NA | … | … | NA | 0.78 | 4.06 | 4.06 | 4.28 | 5.82 | 2.62 | 4.06 | 0.23 | 3.20 | 5.06 | 4.04 | 6.10 | 4.61 | 3.49 | 2.17 | 2.73 | 4.04 | 6.47 | 5.90 | 6.58 | 4.52 | 2.98 | 2.23 | 6.67 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The University of Iowa Voluntary Retirement Savings TIAA-CREF Plan Strategic Asset Allocation – Opti |
-8.43%
Feb 2006 – Feb 2009 |
-0.81%
Feb 2004 – Feb 2009 |
3.83%
Oct 2013 – Oct 2023 |
4.02%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The University of Iowa Voluntary Retirement Savings TIAA-CREF Plan Strategic Asset Allocation – Opti |
21.93%
Feb 2009 – Feb 2012 |
16.37%
Feb 2009 – Feb 2014 |
9.91%
Feb 2009 – Feb 2019 |
8.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart