Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TIMRX (TIAA-CREF MANAGED ALLOCATION FUND RETAIL CLASS) | 6.84% | 6.55% | 6.98% | 2.65% | 4.60% | 6.27% | NA | 4.57% |
Data as of 07/31/2025, AR inception is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIMRX (TIAA-CREF MANAGED ALLOCATION FUND RETAIL CLASS) | 04/11/2006 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 6.55 | 6.98 | 2.65 | 4.60 | 6.27 | NA | 4.57 | 6.84 | 8.66 | 15.99 | -21.39 | 1.52 | 8.79 | 20.14 | -6.96 | 16.64 | 6.74 | 0.30 | 4.89 | 16.63 | 14.44 | 0.07 | 13.70 | 19.04 | -30.78 | 3.63 | 5.33 |
| Sharpe Ratio | NA | 0.60 | 0.44 | 0.08 | 0.29 | NA | NA | 0.28 | 0.93 | 0.26 | 1.40 | -1.42 | 0.13 | 0.41 | 2.60 | -0.85 | 3.65 | 0.73 | 0.03 | 0.69 | 2.24 | 1.75 | 0.00 | 1.19 | 1.16 | -1.23 | 0.06 | 0.50 |
| Standard Deviation(%) | NA | 10.81 | 10.88 | 11.74 | 11.60 | NA | NA | 12.44 | 12.19 | 8.10 | 8.46 | 16.06 | 11.55 | 20.92 | 7.22 | 9.76 | 4.40 | 8.89 | 8.79 | 7.05 | 7.41 | 8.30 | 14.66 | 11.45 | 16.35 | 25.76 | 10.22 | 8.25 |
| Draw Down(%) | NA | 11.51 | 12.50 | 29.44 | 29.44 | NA | NA | 44.18 | 10.38 | 4.70 | 8.42 | 22.72 | 11.07 | 24.62 | 3.48 | 13.88 | 1.34 | 7.53 | 8.55 | 5.50 | 6.09 | 7.04 | 13.89 | 9.05 | 17.36 | 38.89 | 7.01 | 6.67 |
| Yield(%) | 0.00 | 2.21 | 2.45 | 2.44 | 3.83 | 4.80 | 3.40 | 3.58 | 0.46 | 2.85 | 2.86 | 1.62 | 3.18 | 2.59 | 6.14 | 5.25 | 4.60 | 4.79 | 5.71 | 5.67 | 4.23 | 2.69 | 2.57 | 3.30 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/31/2025, AR inception is 04/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIMRX (TIAA-CREF MANAGED ALLOCATION FUND RETAIL CLASS) |
-7.24%
Jun 2006 - Jun 2009 |
-1.27%
Sep 2006 - Sep 2011 |
3.06%
Oct 2013 - Oct 2023 |
2.93%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIMRX (TIAA-CREF MANAGED ALLOCATION FUND RETAIL CLASS) |
17.99%
Feb 2009 - Feb 2012 |
15.69%
Feb 2009 - Feb 2014 |
10.39%
Feb 2009 - Feb 2019 |
7.81%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart