Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRSEX (TIAA-CREF SMALL-CAP EQUITY FUND RETIREMENT CLASS) | -1.08% | 2.49% | 9.85% | 13.22% | 8.51% | 10.73% | 7.86% | 9.53% |
Data as of 08/01/2025, AR inception is 12/19/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRSEX (TIAA-CREF SMALL-CAP EQUITY FUND RETIREMENT CLASS) | 12/19/2002 | 08/01/2025 |
| 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 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.64 | 2.49 | 9.85 | 13.22 | 8.51 | 10.73 | 7.86 | 9.53 | -1.08 | 15.95 | 18.52 | -15.76 | 24.67 | 12.53 | 23.66 | -12.53 | 14.77 | 19.64 | -0.29 | 6.46 | 39.70 | 13.79 | -4.05 | 27.21 | 26.58 | -32.80 | -6.51 | 17.69 | 3.14 | 14.22 | 37.20 | -0.30 |
| Sharpe Ratio | NA | 0.03 | 0.41 | 0.56 | 0.32 | NA | NA | 0.34 | -0.01 | 0.61 | 0.78 | -0.63 | 1.09 | 0.28 | 1.36 | -0.74 | 1.17 | 1.05 | -0.02 | 0.39 | 2.69 | 0.80 | -0.12 | 1.07 | 0.75 | -0.75 | -0.47 | 0.85 | 0.05 | 0.72 | 1.88 | -0.78 |
| Standard Deviation(%) | NA | 22.42 | 21.22 | 22.44 | 23.43 | NA | NA | 24.09 | 22.85 | 20.18 | 19.27 | 27.19 | 22.55 | 43.58 | 16.29 | 18.77 | 12.09 | 18.50 | 16.84 | 16.39 | 14.76 | 17.32 | 33.16 | 25.39 | 35.37 | 44.98 | 20.82 | 16.94 | 16.19 | 18.43 | 19.43 | 14.45 |
| Draw Down(%) | NA | 26.19 | 26.19 | 28.03 | 45.98 | NA | NA | 59.99 | 23.62 | 10.03 | 16.39 | 24.35 | 11.10 | 45.49 | 8.82 | 26.76 | 5.82 | 16.36 | 13.80 | 11.85 | 4.96 | 14.21 | 29.89 | 20.45 | 32.50 | 48.97 | 18.02 | 14.02 | 12.19 | 13.17 | 12.79 | 2.29 |
| Yield(%) | 0.00 | 11.68 | 7.30 | 10.85 | 8.54 | 11.47 | 7.70 | 11.44 | 0.00 | 13.17 | 2.27 | 5.07 | 22.37 | 0.49 | 6.21 | 15.06 | 11.42 | 3.97 | 7.84 | 14.95 | 11.69 | 3.04 | 3.36 | 0.38 | 0.60 | 0.27 | 6.70 | 11.06 | 9.50 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 12/19/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSEX (TIAA-CREF SMALL-CAP EQUITY FUND RETIREMENT CLASS) |
-18.74%
Feb 2006 - Feb 2009 |
-8.40%
Feb 2004 - Feb 2009 |
4.86%
Feb 2006 - Feb 2016 |
4.96%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSEX (TIAA-CREF SMALL-CAP EQUITY FUND RETIREMENT CLASS) |
29.29%
Feb 2009 - Feb 2012 |
26.25%
Feb 2009 - Feb 2014 |
16.77%
Feb 2009 - Feb 2019 |
14.04%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart