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
TSMWX (TIAA-CREF Small/Mid-Cap Equity Fund Inst) 21.48% 42.17% 24.92% 12.46% NA NA NA
Data as of 06/04/2026, Common starting date is 08/08/2016
More Performance Analytics Comparison
Name Start Date End Date
TSMWX (TIAA-CREF Small/Mid-Cap Equity Fund Inst) 08/08/2016 06/04/2026
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 (%) 0.95 42.17 24.92 12.46 NA NA NA 21.48 16.08 18.33 20.97 -16.45 32.07 15.98 29.91 -7.82 19.63 7.83
Sharpe Ratio NA 2.23 1.18 0.48 NA NA NA 2.78 0.64 0.84 0.98 -0.68 1.66 0.38 1.67 -0.52 1.79 1.54
Standard Deviation(%) NA 17.70 18.70 20.33 NA NA NA 19.48 20.58 17.43 17.90 26.33 19.35 40.94 17.08 17.61 10.62 13.28
Draw Down(%) NA 8.78 24.26 25.87 NA NA NA 8.78 22.79 8.44 13.77 23.82 9.13 43.59 7.28 24.80 4.70 7.92
Yield(%) 0.00 9.61 9.92 8.93 10.73 7.16 5.37 0.00 9.51 13.69 2.97 6.08 22.98 2.07 7.18 10.81 6.22 0.23
Data as of 06/04/2026, 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
TSMWX (TIAA-CREF Small/Mid-Cap Equity Fund Inst) -1.70%
Mar 2017 – Mar 2020
7.56%
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
TSMWX (TIAA-CREF Small/Mid-Cap Equity Fund Inst) 25.81%
May 2023 – May 2026
19.99%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return