Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The University of Iowa Voluntary Retirement Savings TIAA-CREF Plan Tactical Asset Allocation Moderate | NA | 25.94% | -1.39% | 3.38% | 3.46% | 5.65% | 7.59% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The University of Iowa Voluntary Retirement Savings TIAA-CREF Plan Tactical Asset Allocation Moderate | 12/31/2000 | 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | 25.94 | -1.39 | 3.38 | 3.46 | 5.65 | 7.59 | … | … | -0.39 | 4.14 | 14.61 | -24.43 | 14.91 | 8.67 | 12.92 | -5.54 | 11.18 | 4.01 | -3.70 | 4.35 | 10.60 | 11.48 | 0.40 | 18.89 | 24.79 | -3.19 | 17.96 | 15.08 | 14.27 | 11.09 | 25.69 | 4.82 | 7.16 |
| Sharpe Ratio | NA | -0.15 | -0.48 | -0.02 | 0.11 | NA | NA | … | … | -0.04 | -0.22 | 0.86 | -1.53 | 1.46 | 0.81 | 1.99 | -0.91 | 1.96 | 0.66 | -0.53 | 0.73 | 1.42 | 2.57 | 0.03 | 1.46 | 2.45 | -0.59 | 1.23 | 1.40 | 1.86 | 1.10 | 5.53 | 0.75 | 0.93 |
| Standard Deviation(%) | NA | 11.09 | 13.58 | 12.40 | 9.85 | NA | NA | … | … | 9.99 | 11.14 | 12.05 | 16.85 | 10.19 | 10.40 | 5.78 | 7.54 | 5.38 | 5.76 | 7.06 | 5.96 | 7.45 | 4.45 | 10.86 | 12.85 | 10.08 | 6.99 | 12.14 | 8.44 | 6.51 | 9.23 | 4.52 | 4.93 | 5.20 |
| Draw Down(%) | NA | 8.65 | 27.71 | 29.81 | 29.81 | NA | NA | … | … | 1.08 | 8.65 | 12.85 | 29.81 | 4.25 | 15.25 | 3.38 | 11.99 | 2.44 | 6.00 | 9.64 | 5.65 | 7.56 | 3.23 | 10.91 | 9.02 | 5.18 | 8.58 | 8.82 | 10.25 | 5.06 | 11.34 | 2.21 | 5.68 | 4.10 |
| Yield(%) | NA | 5.30 | 5.43 | 5.71 | 4.31 | NA | NA | … | … | NA | 0.92 | 5.19 | 3.20 | 7.01 | 7.92 | 4.52 | 2.40 | 0.38 | 4.36 | 3.21 | 4.57 | 2.57 | 5.57 | 2.66 | 3.51 | 6.13 | 3.97 | 10.03 | 6.08 | 6.12 | 5.60 | 3.91 | 2.51 | 9.09 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| The University of Iowa Voluntary Retirement Savings TIAA-CREF Plan Tactical Asset Allocation Moderat |
-3.65%
Apr 2021 – Apr 2024 |
-0.40%
Sep 2017 – Sep 2022 |
1.64%
Oct 2013 – Oct 2023 |
4.65%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The University of Iowa Voluntary Retirement Savings TIAA-CREF Plan Tactical Asset Allocation Moderat |
20.48%
Oct 2004 – Oct 2007 |
17.62%
Oct 2002 – Oct 2007 |
13.78%
Apr 2001 – Apr 2011 |
10.78%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart