Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Southern Illinois University Carbondale State University Supplemental Retirement Plan TIAA-CREF Tactical Asset Allocation Moderate | NA | 31.06% | 9.08% | 9.78% | 6.79% | 7.36% | 7.40% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Southern Illinois University Carbondale State University Supplemental Retirement Plan TIAA-CREF 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 (%) | -1.10 | 31.06 | 9.08 | 9.78 | 6.79 | 7.36 | 7.40 | … | … | 0.73 | 15.91 | 17.66 | -10.11 | 16.08 | 8.60 | 9.69 | -2.62 | 11.46 | 2.98 | -1.94 | 4.21 | 14.75 | 9.13 | 4.00 | 6.78 | 8.55 | 0.49 | 6.77 | 19.04 | 2.53 | 11.98 | 9.90 | 2.68 | 0.12 |
| Sharpe Ratio | NA | 1.22 | 0.44 | 0.77 | 0.64 | NA | NA | … | … | 0.08 | 1.04 | 1.91 | -1.13 | 2.00 | 0.95 | 1.54 | -0.53 | 2.52 | 0.57 | -0.31 | 0.72 | 2.04 | 1.65 | 0.44 | 0.57 | 1.01 | -0.39 | 0.37 | 2.23 | 0.06 | 1.51 | 1.73 | 0.57 | -1.23 |
| Standard Deviation(%) | NA | 8.94 | 8.84 | 8.69 | 7.37 | NA | NA | … | … | 8.40 | 8.99 | 7.02 | 10.21 | 8.03 | 8.77 | 5.38 | 7.46 | 4.31 | 4.86 | 6.30 | 5.84 | 7.21 | 5.51 | 9.09 | 11.78 | 8.36 | 1.11 | 10.21 | 7.07 | 5.61 | 7.33 | 5.32 | 2.74 | 1.79 |
| Draw Down(%) | NA | 6.93 | 13.58 | 14.98 | 14.98 | NA | NA | … | … | 0.62 | 6.93 | 4.86 | 14.98 | 3.92 | 12.88 | 2.42 | 8.46 | 1.89 | 3.59 | 5.95 | 4.56 | 6.69 | 3.82 | 8.29 | 9.27 | 4.22 | 1.35 | 6.37 | 5.80 | 4.12 | 7.24 | 3.51 | 1.69 | 2.56 |
| Yield(%) | NA | 17.17 | 10.48 | 7.47 | 5.00 | NA | NA | … | … | NA | 4.29 | 16.49 | 7.37 | 2.21 | 3.02 | 3.46 | 2.11 | 0.32 | 3.46 | 3.03 | 3.53 | 3.49 | 3.85 | 3.30 | 2.54 | 0.93 | 0.85 | 2.77 | 5.35 | 5.37 | 4.39 | 0.20 | 0.42 | 2.25 |
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 |
|---|---|---|---|---|
| Southern Illinois University Carbondale State University Supplemental Retirement Plan TIAA-CREF Tact |
1.27%
Oct 2017 – Oct 2020 |
2.11%
Mar 2015 – Mar 2020 |
4.40%
Apr 2013 – Apr 2023 |
5.07%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Southern Illinois University Carbondale State University Supplemental Retirement Plan TIAA-CREF Tact |
12.75%
May 2004 – May 2007 |
10.75%
Nov 2019 – Nov 2024 |
8.61%
Jul 2004 – Jul 2014 |
7.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart