Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| University of Washington Retirement Plan TIAA-CREF Tactical Asset Allocation Moderate | NA | -2.66% | -0.32% | 7.01% | 5.51% | 7.09% | 6.87% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| University of Washington Retirement Plan TIAA-CREF Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | -2.66 | -0.32 | 7.01 | 5.51 | 7.09 | 6.87 | … | … | 1.17 | 4.59 | 10.31 | -16.31 | 18.24 | 8.58 | 22.13 | -4.41 | 14.10 | 7.88 | 0.22 | 8.45 | 11.29 | 12.69 | 3.63 | 17.36 | 13.48 | -3.49 | 4.12 | 14.38 | -1.60 | 6.12 | 10.24 | -7.91 | -0.98 |
| Sharpe Ratio | NA | -0.25 | -0.02 | 0.37 | 0.43 | NA | NA | … | … | -0.01 | 0.10 | 0.81 | -1.25 | 2.07 | 0.42 | 3.66 | -0.64 | 2.99 | 0.98 | 0.02 | 1.15 | 1.52 | 1.70 | 0.25 | 1.41 | 1.32 | -0.58 | 0.08 | 1.20 | -0.60 | 0.59 | 1.22 | -1.29 | -1.26 |
| Standard Deviation(%) | NA | 11.71 | 10.78 | 10.58 | 10.70 | NA | NA | … | … | 12.18 | 9.92 | 8.20 | 14.23 | 8.79 | 19.71 | 5.64 | 9.11 | 4.50 | 7.83 | 8.77 | 7.31 | 7.41 | 7.41 | 14.63 | 12.29 | 10.14 | 7.74 | 11.71 | 9.17 | 6.39 | 8.68 | 7.82 | 7.02 | 2.70 |
| Draw Down(%) | NA | 16.32 | 16.32 | 21.42 | 24.57 | NA | NA | … | … | 11.22 | 8.79 | 7.33 | 21.39 | 4.03 | 24.57 | 1.95 | 11.09 | 1.58 | 6.44 | 8.74 | 6.31 | 8.33 | 5.31 | 12.37 | 8.20 | 5.30 | 10.97 | 8.28 | 6.66 | 6.36 | 9.26 | 4.57 | 11.41 | 3.88 |
| Yield(%) | NA | 10.02 | 6.57 | 5.67 | 4.87 | NA | NA | … | … | NA | 1.23 | 10.20 | 3.00 | 6.94 | 4.26 | 4.54 | 3.37 | 3.05 | 3.54 | 4.82 | 5.56 | 5.18 | 4.33 | 2.82 | 1.97 | 0.28 | 0.04 | 1.14 | 3.84 | 4.74 | 0.33 | 0.00 | 0.00 | 2.22 |
Data as of 03/31/2025, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| University of Washington Retirement Plan TIAA-CREF Tactical Asset Allocation Moderate |
-1.16%
Dec 2021 – Dec 2024 |
1.81%
May 2001 – May 2006 |
4.26%
Sep 2001 – Sep 2011 |
5.39%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| University of Washington Retirement Plan TIAA-CREF Tactical Asset Allocation Moderate |
16.17%
Dec 2018 – Dec 2021 |
13.15%
Jun 2009 – Jun 2014 |
9.78%
Jun 2009 – Jun 2019 |
8.69%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart