Performance Comparison
Portfolio Performance Comparison
| 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% | … | … |
Data as of 04/30/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIAA-CREF Employee Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 07/02/2025 |
| 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 (%) | 2.76 | 1.08 | 3.92 | 8.77 | 7.99 | 8.49 | 8.46 | … | … | 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 |
| Sharpe Ratio | NA | -0.40 | 0.36 | 0.55 | 0.62 | 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 |
| Standard Deviation(%) | NA | 12.42 | 11.11 | 11.92 | 11.50 | 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 |
| Draw Down(%) | NA | 15.13 | 15.13 | 19.63 | 22.01 | 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 |
| Yield(%) | NA | 2.47 | 3.64 | 5.38 | 4.74 | 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 |
Data as of 04/30/2025, 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 |
|---|---|---|---|---|
| TIAA-CREF Employee Retirement Plan Tactical Asset Allocation Moderate |
1.87%
Mar 2022 – Mar 2025 |
3.67%
Mar 2004 – Mar 2009 |
6.83%
Sep 2001 – Sep 2011 |
7.22%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIAA-CREF Employee Retirement Plan Tactical Asset Allocation Moderate |
20.47%
Dec 2018 – Dec 2021 |
14.49%
Oct 2016 – Oct 2021 |
11.55%
Dec 2011 – Dec 2021 |
10.46%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart