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TRGMX: TIAA-CREF MID-CAP GROWTH FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 19.25 0.51(2.58%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 12/19/2002 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 10.79% |
| Expenses | 0.56% |
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Performance Analytics (As of 06/03/2026)
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(%) | -1.9 | 1.0 | 2.4 | 7.6 | -1.8 | 7.9 | 8.1 | 7.6 | 9.0 | -4.7 | 8.2 | 21.2 | -33.3 | 2.6 | 44.9 | 33.2 | -8.9 | 26.0 | 1.7 | -1.0 | 7.2 | 36.4 | 17.7 | -5.5 | 28.2 | 46.5 | -46.4 | 17.1 | 8.8 | 6.6 | 10.4 | 40.8 | 0.3 |
| Sharpe Ratio | NA | 0.25 | 0.18 | 0.31 | -0.17 | 0.28 | NA | NA | 0.35 | -0.3 | 0.28 | 0.99 | -1.02 | 0.12 | 1.22 | 1.38 | -0.51 | 2.81 | 0.09 | -0.07 | 0.47 | 2.69 | 1.11 | -0.19 | 1.3 | 1.65 | -1.11 | 0.75 | 0.35 | 0.34 | 0.62 | 2.11 | 0.61 |
| Draw Down(%) | NA | 12.4 | 15.6 | 26.5 | 44.2 | 44.2 | NA | NA | 58.7 | 25.9 | 13.2 | 18.1 | 38.2 | 14.6 | 36.2 | 11.1 | 25.3 | 2.9 | 18.2 | 14.0 | 11.2 | 5.7 | 11.7 | 28.1 | 15.6 | 21.2 | 56.8 | 12.9 | 17.4 | 7.5 | 14.6 | 10.7 | 2.6 |
| Standard Deviation(%) | NA | 20.0 | 17.4 | 19.1 | 23.0 | 23.1 | NA | NA | 22.4 | 25.9 | 16.5 | 17.8 | 34.3 | 21.2 | 36.6 | 23.1 | 20.2 | 9.1 | 16.8 | 16.4 | 15.4 | 13.5 | 16.1 | 29.5 | 21.6 | 28.2 | 42.6 | 18.7 | 15.3 | 12.9 | 15.2 | 18.9 | 17.2 |
| Treynor Ratio | NA | 0.05 | 0.03 | 0.06 | -0.04 | 0.06 | NA | NA | 0.08 | -0.09 | 0.04 | 0.17 | -0.33 | 0.02 | 0.44 | 0.27 | -0.09 | 0.24 | 0.01 | -0.01 | 0.07 | 0.36 | 0.18 | -0.05 | 0.29 | 0.49 | -0.52 | 0.13 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.04 | -0.02 | -0.02 | -0.03 | -0.01 | NA | NA | 0.0 | -0.06 | -0.03 | -0.01 | -0.02 | -0.07 | 0.03 | -0.02 | -0.01 | 0.01 | -0.02 | 0.0 | -0.03 | 0.01 | 0.01 | -0.01 | 0.0 | 0.02 | -0.02 | 0.0 | 0.0 | NA | NA | NA | NA |
| Beta | NA | 1.02 | 1.04 | 0.92 | 1.0 | 1.02 | NA | NA | 0.99 | 0.83 | 1.03 | 1.03 | 1.05 | 1.12 | 1.01 | 1.18 | 1.09 | 1.05 | 1.02 | 1.02 | 1.1 | 1.0 | 0.98 | 1.04 | 0.97 | 0.94 | 0.9 | 1.07 | 0.95 | NA | NA | NA | NA |
| RSquared | NA | 0.91 | 0.9 | 0.74 | 0.87 | 0.87 | NA | NA | 0.85 | 0.48 | 0.9 | 0.95 | 0.98 | 0.93 | 0.98 | 0.51 | 0.97 | 0.91 | 0.94 | 0.96 | 0.96 | 0.96 | 0.96 | 0.99 | 0.98 | 0.99 | 0.98 | 0.97 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.9 | 0.0 | 0.0 | 0.2 | 14.4 | 15.3 | 13.6 | 13.4 | 11.4 | 0.3 | 8.1 | 15.6 | 16.2 | 6.6 | 3.8 | 0.0 | 0.1 | 0.0 | 8.1 | 5.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -98.6 | 17.6 | 35.8 | -20.9 | 34.5 | 4302.0 | -97.0 | -52.2 | 11.1 | 176.7 | 57.2 | N/A | -100.0 | N/A | -100.0 | 60.2 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/2002
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