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TRPSX: TIAA-CREF SOCIAL CHOICE EQUITY FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 31.31 0.83(2.58%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (19%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 7.99% |
| Expenses | 0.27% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 10.5 | 23.2 | 19.8 | 11.2 | 14.2 | 13.0 | 13.6 | 9.9 | 18.0 | 22.4 | -18.0 | 26.3 | 20.2 | 31.4 | -5.9 | 20.8 | 13.3 | -2.5 | 11.1 | 34.0 | 14.0 | -0.3 | 15.7 | 10.0 |
| Sharpe Ratio | NA | 1.98 | 1.85 | 1.25 | 0.53 | 0.69 | NA | 0.72 | 0.38 | 1.11 | 1.36 | -0.79 | 1.93 | 0.56 | 2.34 | -0.44 | 2.87 | 0.95 | -0.17 | 0.94 | 2.94 | 1.08 | -0.01 | 0.84 | 2.89 |
| Draw Down(%) | NA | 8.8 | 8.8 | 18.4 | 25.7 | 34.9 | NA | 34.9 | 17.2 | 8.5 | 10.7 | 25.6 | 5.8 | 34.9 | 6.4 | 20.0 | 2.8 | 11.1 | 12.2 | 8.2 | 5.5 | 10.5 | 20.2 | 15.7 | 5.8 |
| Standard Deviation(%) | NA | 14.7 | 12.7 | 14.3 | 16.8 | 18.2 | NA | 17.5 | 18.6 | 12.9 | 13.9 | 24.6 | 13.6 | 35.1 | 12.8 | 16.8 | 7.0 | 13.8 | 15.4 | 11.8 | 11.6 | 13.0 | 24.4 | 18.7 | 16.0 |
| Treynor Ratio | NA | 0.28 | 0.23 | 0.22 | 0.1 | 0.13 | NA | 0.13 | 0.11 | 0.15 | 0.18 | -0.2 | 0.26 | 0.2 | 0.3 | -0.08 | 0.2 | 0.13 | -0.03 | 0.11 | 0.33 | 0.14 | 0.0 | 0.15 | 0.46 |
| Alpha | NA | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.02 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 |
| Beta | NA | 1.04 | 1.02 | 0.8 | 0.9 | 0.96 | NA | 0.98 | 0.63 | 0.98 | 1.02 | 0.99 | 1.01 | 1.01 | 1.0 | 0.97 | 1.03 | 1.04 | 0.99 | 1.02 | 1.03 | 1.0 | 1.03 | 1.02 | 1.01 |
| RSquared | NA | 0.92 | 0.91 | 0.7 | 0.85 | 0.92 | NA | 0.95 | 0.42 | 0.94 | 0.96 | 0.99 | 0.97 | 0.99 | 0.95 | 0.98 | 0.95 | 0.98 | 0.99 | 0.99 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.3 | 17.0 | 6.3 | 3.7 | 10.9 | 1.5 | 5.9 | 8.3 | 4.4 | 7.2 | 4.9 | 2.7 | 2.8 | 2.1 | 1.6 | 1.7 | 1.7 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -50.3 | 212.9 | 31.0 | -59.8 | 761.8 | -68.4 | -39.6 | 118.6 | -33.6 | 34.8 | 102.0 | 21.9 | 50.0 | 30.6 | 6.9 | 9.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2009
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