It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
TISBX: TIAA-CREF SMALL-CAP BLEND INDEX FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 29.64 1.06(3.45%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 10/03/2002 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 4.78% |
| Expenses | 0.06% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | 14.7 | 36.7 | 17.3 | 4.1 | 9.9 | 9.7 | 8.2 | 10.2 | 12.7 | 11.6 | 17.1 | -20.6 | 6.5 | 18.2 | 25.6 | -11.0 | 14.8 | 21.6 | -4.3 | 5.1 | 39.0 | 16.6 | -4.0 | 26.8 | 26.8 | -33.2 | -1.6 | 18.2 | 4.4 | 18.2 | 40.6 | 7.2 |
| Sharpe Ratio | NA | 2.38 | 2.08 | 0.8 | 0.11 | 0.37 | NA | NA | 0.37 | 0.46 | 0.39 | 0.68 | -0.79 | 0.28 | 0.42 | 1.49 | -0.69 | 1.18 | 1.16 | -0.26 | 0.31 | 2.65 | 0.98 | -0.12 | 1.06 | 0.74 | -0.73 | -0.23 | 0.86 | 0.13 | 0.97 | 2.09 | 1.16 |
| Draw Down(%) | NA | 11.0 | 11.0 | 27.4 | 36.8 | 41.7 | NA | NA | 58.5 | 23.7 | 10.1 | 17.9 | 26.9 | 18.6 | 41.7 | 9.4 | 27.0 | 6.4 | 15.8 | 15.9 | 12.7 | 5.3 | 12.6 | 29.1 | 20.2 | 33.0 | 48.9 | 13.6 | 13.9 | 11.5 | 14.4 | 13.0 | 8.3 |
| Standard Deviation(%) | NA | 20.1 | 19.1 | 20.6 | 22.5 | 23.5 | NA | NA | 24.2 | 21.4 | 20.6 | 20.0 | 28.1 | 23.3 | 43.1 | 16.2 | 18.1 | 12.1 | 18.4 | 16.7 | 16.3 | 14.7 | 17.0 | 33.1 | 25.2 | 36.2 | 46.4 | 20.4 | 17.3 | 16.1 | 17.8 | 19.1 | 27.7 |
| Treynor Ratio | NA | 0.43 | 0.35 | 0.17 | 0.02 | 0.08 | NA | NA | 0.09 | 0.13 | 0.07 | 0.13 | -0.22 | 0.06 | 0.17 | 0.23 | -0.12 | 0.12 | 0.2 | -0.04 | 0.05 | 0.37 | 0.16 | -0.04 | 0.25 | 0.27 | -0.33 | -0.04 | 0.13 | 0.02 | 0.16 | 0.38 | 0.32 |
| Alpha | NA | 0.02 | 0.03 | 0.01 | -0.01 | 0.0 | NA | NA | -0.01 | 0.02 | -0.01 | -0.01 | -0.01 | -0.05 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.03 | 0.03 | -0.01 | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 |
| Beta | NA | 1.12 | 1.14 | 0.99 | 1.02 | 1.03 | NA | NA | 1.04 | 0.79 | 1.19 | 1.06 | 1.02 | 1.15 | 1.05 | 1.07 | 1.04 | 1.16 | 1.08 | 1.07 | 1.11 | 1.06 | 1.04 | 1.05 | 1.05 | 1.01 | 1.04 | 1.1 | 1.13 | 1.11 | 1.1 | 1.04 | 1.0 |
| RSquared | NA | 0.95 | 0.94 | 0.82 | 0.88 | 0.9 | NA | NA | 0.95 | 0.65 | 0.95 | 0.97 | 0.99 | 0.86 | 0.98 | 0.94 | 0.97 | 0.96 | 0.97 | 0.97 | 0.95 | 0.97 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.93 | 1.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.5 | 7.2 | 3.5 | 1.2 | 1.3 | 1.2 | 6.1 | 7.6 | 6.4 | 4.8 | 5.9 | 5.6 | 5.8 | 4.8 | 3.7 | 1.4 | 1.1 | 5.2 | 5.6 | 10.0 | 10.5 | 8.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -34.4 | 131.8 | 117.0 | 0.9 | 23.6 | -75.9 | -33.8 | 27.7 | 60.4 | -28.1 | 4.9 | 24.7 | 36.2 | 20.4 | 231.6 | 64.9 | -87.2 | -14.9 | -40.9 | -7.4 | 35.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) (99%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) (99%)
- IWC (iShares Micro-Cap ETF) (98%)
- EES (WisdomTree U.S. SmallCap Fund) (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) (98%)
- FYX (First Trust Small Cap Core AlphaDEX Fund) (97%)
- IJR (iShares Core S&P Small Cap ETF) (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) (97%)
- VB (Vanguard Small-Cap ETF) (96%)
- SCHA (Schwab U.S. Small-Cap ETF) (23%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to TISBX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
