- Portfolio Overview
- Holdings
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Holdings
Historical Performance
TIAA-CREF Employee Retirement Plan Tactical Asset Allocation Moderate Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIAA-CREF Employee Retirement Plan Tactical Asset Allocation Moderate | NA | 1.08% | 3.92% | 8.77% | 7.99% | 8.49% | 8.46% | … | … |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 11.94% | 11.80% | 15.55% | 12.21% | 12.85% | 10.16% | … | … |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | NA | 10.14% | 6.94% | 7.68% | 5.84% | 6.64% | 6.00% | … | … |
| Ticker/Portfolio | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | TIAA-CREF Emp… Moderate | 2.76 | 1.08 | 3.92 | 8.77 | 7.99 | 8.49 | 8.46 | … | … | NA | 0.35 | 8.85 | 14.01 | -13.38 | 20.16 | 20.18 | 21.06 | -1.71 | 10.70 | 10.74 | 0.27 | 7.09 | 15.39 | 14.25 | 2.97 | 15.67 | 13.24 | -6.66 | 8.59 | 17.37 | -0.39 | 9.31 | 14.53 | 5.07 | -0.98 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | 3.60 | 11.94 | 11.80 | 15.55 | 12.21 | 12.85 | 10.16 | … | … | NA | 17.72 | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA…R SHARES) | 2.26 | 10.14 | 6.94 | 7.68 | 5.84 | 6.64 | 6.00 | … | … | NA | 16.26 | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | TIAA-CREF Emp… Moderate | NA | -0.40 | 0.36 | 0.55 | 0.62 | NA | NA | … | … | NA | -0.09 | 0.49 | 1.15 | -1.11 | 1.62 | 0.98 | 3.05 | -0.31 | 1.74 | 1.28 | 0.03 | 0.87 | 1.92 | 1.88 | 0.21 | 1.26 | 1.33 | -1.01 | 0.53 | 1.89 | -0.42 | 1.03 | 1.76 | 0.91 | -1.26 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 1.89 | 1.22 | 0.63 | 0.75 | NA | NA | … | … | 1.30 | 0.80 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA…R SHARES) | NA | 1.70 | 1.15 | 0.38 | 0.62 | NA | NA | … | … | 1.08 | 1.36 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | TIAA-CREF Emp… Moderate | NA | 12.42 | 11.11 | 11.92 | 11.50 | NA | NA | … | … | NA | 13.01 | 10.66 | 9.04 | 13.32 | 12.43 | 20.45 | 6.41 | 9.96 | 5.77 | 8.24 | 9.14 | 8.12 | 8.00 | 7.56 | 13.70 | 12.34 | 9.86 | 7.57 | 10.27 | 7.37 | 6.31 | 8.05 | 7.84 | 4.29 | 2.70 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 12.22 | 14.87 | 16.92 | 18.13 | NA | NA | … | … | 13.93 | 18.66 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA…R SHARES) | NA | 8.47 | 8.97 | 10.05 | 10.33 | NA | NA | … | … | 10.48 | 9.89 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | TIAA-CREF Emp… Moderate | NA | 15.13 | 15.13 | 19.63 | 22.01 | NA | NA | … | … | NA | 13.06 | 7.70 | 7.96 | 19.62 | 6.19 | 22.01 | 2.20 | 11.67 | 2.68 | 6.51 | 9.57 | 5.19 | 8.10 | 4.91 | 11.24 | 8.28 | 4.89 | 10.97 | 6.78 | 6.30 | 6.22 | 9.41 | 4.41 | 2.60 | 3.88 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | NA | 8.92 | 18.76 | 24.59 | 33.83 | NA | NA | … | … | 8.92 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA…R SHARES) | NA | 6.64 | 9.62 | 22.29 | 22.43 | NA | NA | … | … | 6.64 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | TIAA-CREF Emp… Moderate | NA | 2.47 | 3.64 | 5.38 | 4.74 | NA | NA | … | … | NA | NA | 1.21 | 2.18 | 3.43 | 5.56 | 13.42 | 3.24 | 3.71 | 4.06 | 4.70 | 3.52 | 4.63 | 4.23 | 4.78 | 2.61 | 1.71 | 0.75 | 0.04 | 4.58 | 5.54 | 3.91 | 2.18 | 0.00 | 0.00 | 2.22 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA…R SHARES) | 0.00 | 1.17 | 1.59 | 1.52 | 2.77 | 3.90 | 3.50 | … | … | 0.27 | 1.20 | 1.41 | 1.69 | 1.26 | 1.48 | 2.12 | 2.28 | 1.81 | 2.00 | 2.14 | 1.97 | 1.96 | 2.19 | 2.30 | 1.92 | 1.88 | 2.45 | 1.88 | 1.91 | 1.83 | 1.79 | 1.91 | 1.71 | 1.28 | 1.08 | 0.97 | 2.11 | 1.93 | 2.77 | 2.64 | 3.14 | 3.13 | 3.83 | 3.10 | 5.86 | 3.71 | 4.46 | 4.31 | 2.79 | 3.90 | 4.71 | 4.49 | 5.04 | 5.34 | 4.64 | 5.79 | 0.00 | |
| VSMGX (VANGUA…R SHARES) | 0.00 | 5.49 | 5.98 | 4.34 | 4.53 | 4.38 | 4.23 | … | … | 0.00 | 5.80 | 7.43 | 4.45 | 2.18 | 4.11 | 3.77 | 2.85 | 2.41 | 2.40 | 2.34 | 2.10 | 2.20 | 2.14 | 2.47 | 2.22 | 2.38 | 2.79 | 2.66 | 3.04 | 2.89 | 2.53 | 3.74 | 2.48 | 2.67 | 2.88 | 6.36 | 5.93 | 7.27 | 3.78 | 3.63 | 3.65 | 2.91 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 04/30/2025, Common starting date is 12/31/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
calculate result (Annualized)
TIAA-CREF Employee Retirement Plan Tactical Asset Allocation Moderate Historical Return Chart
Compare Portfolio Performance
Compare this portfolio with other portfolios, funds, or benchmarks to analyze relative performance.
Go to Comparison ToolCalculators
Dollar Cost Average Calculator for TIAA-CREF Employee Retirement Plan Tactical Asset Allocation Moderate
Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on
Retirement Spending Calculator for TIAA-CREF Employee Retirement Plan Tactical Asset Allocation Moderate
Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on
Rolling Returns
From 12/31/2000 to 07/02/2025, the worst annualized return of 3-year rolling returns for TIAA-CREF Employee Retirement Plan Tactical Asset Allocation Moderate is
1.87%.
From 12/31/2000 to 07/02/2025, the worst annualized return of 5-year rolling returns for TIAA-CREF Employee Retirement Plan Tactical Asset Allocation Moderate is
3.67%.
From 12/31/2000 to 07/02/2025, the worst annualized return of 10-year rolling returns for TIAA-CREF Employee Retirement Plan Tactical Asset Allocation Moderate is
6.83%.
From 12/31/2000 to 07/02/2025, the worst annualized return of 20-year rolling returns for TIAA-CREF Employee Retirement Plan Tactical Asset Allocation Moderate is
8.05%.
Maximum Drawdown
TIAA-CREF Employee Retirement Plan Tactical Asset Allocation Moderate Maximum Drawdown