Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TSMEX (TIAA-CREF Small/Mid-Cap Equity Fund Reta) 20.41% 40.19% 24.20% 12.03% NA NA NA
Data as of 06/03/2026, Common starting date is 08/08/2016
More Performance Analytics Comparison
Name Start Date End Date
TSMEX (TIAA-CREF Small/Mid-Cap Equity Fund Reta) 08/08/2016 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.32 40.19 24.20 12.03 NA NA NA 20.41 15.62 18.09 20.50 -16.69 31.50 15.61 29.40 -8.15 19.18 7.64
Sharpe Ratio NA 2.23 1.03 0.44 NA NA NA 2.79 0.62 0.60 0.95 -0.69 1.63 0.37 1.65 -0.54 1.76 1.49
Standard Deviation(%) NA 17.53 20.98 21.61 NA NA NA 19.31 20.57 24.01 17.89 26.33 19.30 40.86 16.89 17.59 10.55 13.36
Draw Down(%) NA 8.80 31.64 31.64 NA NA NA 8.80 22.85 16.88 13.88 23.98 9.15 43.61 7.31 24.81 4.71 8.02
Yield(%) 0.00 9.36 9.64 8.77 10.34 6.89 5.17 0.00 9.28 13.46 2.67 5.85 22.70 1.73 6.77 10.50 5.94 0.13
Data as of 06/03/2026, Common starting date is 08/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TSMEX (TIAA-CREF Small/Mid-Cap Equity Fund Reta) -2.07%
Mar 2017 – Mar 2020
7.18%
May 2018 – May 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TSMEX (TIAA-CREF Small/Mid-Cap Equity Fund Reta) 25.39%
May 2023 – May 2026
19.58%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return