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TRGPX: TIAA-CREF MID-CAP GROWTH FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 20.23 0.54(2.60%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 10.18% |
| Expenses | 0.56% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 1.0 | 2.5 | 7.8 | -1.6 | 8.0 | 8.2 | 10.1 | -4.1 | 8.3 | 21.3 | -33.2 | 2.7 | 45.1 | 33.3 | -8.8 | 26.1 | 1.8 | -1.0 | 7.4 | 36.5 | 17.9 | -5.3 | 28.3 | 10.7 |
| Sharpe Ratio | NA | 0.0 | -0.01 | 0.24 | -0.18 | 0.28 | NA | 0.42 | -0.28 | 0.28 | 1.0 | -1.01 | 0.13 | 1.22 | 1.39 | -0.5 | 2.82 | 0.09 | -0.06 | 0.48 | 2.7 | 1.12 | -0.18 | 1.31 | 2.62 |
| Draw Down(%) | NA | 12.4 | 15.5 | 26.4 | 44.2 | 44.2 | NA | 44.2 | 25.9 | 13.2 | 18.1 | 38.2 | 14.6 | 36.2 | 10.8 | 25.2 | 2.8 | 18.2 | 13.9 | 11.1 | 5.6 | 11.7 | 28.1 | 15.6 | 8.0 |
| Standard Deviation(%) | NA | 20.2 | 17.6 | 19.1 | 23.0 | 23.1 | NA | 21.8 | 25.6 | 16.5 | 17.8 | 34.3 | 21.2 | 36.6 | 22.8 | 20.2 | 9.1 | 16.8 | 16.4 | 15.3 | 13.5 | 16.1 | 29.5 | 21.6 | 19.0 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.05 | -0.04 | 0.06 | NA | 0.09 | -0.09 | 0.05 | 0.17 | -0.33 | 0.02 | 0.44 | 0.27 | -0.09 | 0.24 | 0.02 | -0.01 | 0.07 | 0.37 | 0.18 | -0.05 | 0.29 | 0.51 |
| Alpha | NA | -0.04 | -0.02 | -0.02 | -0.03 | -0.01 | NA | -0.01 | -0.05 | -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 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.99 | 1.02 | 0.92 | 1.0 | 1.02 | NA | 1.02 | 0.83 | 1.03 | 1.03 | 1.05 | 1.12 | 1.01 | 1.19 | 1.09 | 1.05 | 1.03 | 1.02 | 1.1 | 1.0 | 0.98 | 1.04 | 0.97 | 0.98 |
| RSquared | NA | 0.9 | 0.9 | 0.74 | 0.87 | 0.87 | NA | 0.9 | 0.49 | 0.89 | 0.95 | 0.98 | 0.93 | 0.98 | 0.52 | 0.97 | 0.91 | 0.96 | 0.96 | 0.96 | 0.96 | 0.96 | 0.99 | 0.98 | 0.98 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.4 | 0.0 | 0.0 | 0.3 | 13.9 | 14.9 | 13.3 | 13.2 | 11.3 | 0.4 | 8.0 | 15.4 | 16.1 | 6.6 | 3.7 | 0.0 | 0.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -98.2 | 17.6 | 35.6 | -21.4 | 34.4 | 3117.4 | -95.9 | -52.2 | 11.0 | 173.2 | 60.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2009
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