Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIAA-CREF Balanced Option | NA | 23.93% | 2.93% | 6.95% | 6.12% | 7.58% | 5.93% | … | … |
Data as of 10/31/2024, Common starting date is 10/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIAA-CREF Balanced Option | 10/05/2002 | 01/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 23.93 | 2.93 | 6.95 | 6.12 | 7.58 | 5.93 | … | … | 0.42 | 6.52 | 16.81 | -17.48 | 13.30 | 13.36 | 17.75 | -7.89 | 12.02 | 5.24 | 1.72 | 5.92 | 16.01 | 14.49 | 0.29 | 13.30 | 19.91 | -23.67 | 7.55 | 8.48 | -0.33 | 8.77 | 20.37 | 6.73 |
| Sharpe Ratio | NA | 0.09 | -0.22 | 0.26 | 0.37 | NA | NA | … | … | 0.05 | -0.01 | 1.42 | -1.26 | 1.44 | 0.73 | 1.90 | -1.00 | 2.17 | 0.60 | 0.19 | 0.87 | 2.03 | 1.68 | 0.02 | 1.20 | 1.20 | -1.25 | 0.42 | 0.58 | -0.33 | 1.17 | 2.46 | 0.55 |
| Standard Deviation(%) | NA | 9.29 | 11.41 | 12.67 | 10.65 | NA | NA | … | … | 6.84 | 9.33 | 8.84 | 14.98 | 9.22 | 18.05 | 8.58 | 9.24 | 5.24 | 8.41 | 8.82 | 6.81 | 7.86 | 8.57 | 13.98 | 11.04 | 16.49 | 19.71 | 10.99 | 9.03 | 7.49 | 6.71 | 7.99 | 11.86 |
| Draw Down(%) | NA | 7.88 | 21.54 | 22.52 | 22.52 | NA | NA | … | … | 0.59 | 7.88 | 7.97 | 22.42 | 4.02 | 21.84 | 3.62 | 14.22 | 3.03 | 6.92 | 8.02 | 5.50 | 6.23 | 7.04 | 12.96 | 8.57 | 16.36 | 31.92 | 7.55 | 7.56 | 6.48 | 6.36 | 6.66 | 2.95 |
| Yield(%) | NA | 9.53 | 8.13 | 6.22 | 5.04 | NA | NA | … | … | NA | 0.58 | 9.83 | 4.49 | 10.03 | 3.94 | 2.77 | 5.54 | 0.27 | 2.79 | 5.42 | 5.66 | 6.66 | 4.09 | 2.71 | 2.05 | 1.90 | 2.00 | 2.88 | 2.58 | 2.69 | 2.62 | 1.89 | 0.52 |
Data as of 10/31/2024, Common starting date is 10/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIAA-CREF Balanced Option |
-8.63%
Feb 2006 – Feb 2009 |
-3.63%
Feb 2004 – Feb 2009 |
4.61%
Oct 2013 – Oct 2023 |
4.21%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIAA-CREF Balanced Option |
18.22%
Feb 2009 – Feb 2012 |
15.93%
Feb 2009 – Feb 2014 |
9.95%
Feb 2009 – Feb 2019 |
8.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart