Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TRVHX (TIAA-CREF MID-CAP VALUE FUND ADVISOR CLASS) 15.14% 26.67% 17.23% 9.19% 9.28% NA NA
Data as of 06/10/2026, Common starting date is 12/07/2015
More Performance Analytics Comparison
Name Start Date End Date
TRVHX (TIAA-CREF MID-CAP VALUE FUND ADVISOR CLASS) 12/07/2015 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) -1.48 26.67 17.23 9.19 9.28 NA NA 15.14 10.01 14.36 11.29 -10.58 32.24 -4.37 27.55 -14.50 11.00 17.45 -1.63
Sharpe Ratio NA 2.01 1.01 0.38 0.35 NA NA 2.61 0.42 0.78 0.48 -0.52 1.88 -0.12 0.82 -0.89 1.22 1.12 -1.22
Standard Deviation(%) NA 13.43 15.01 17.41 21.81 NA NA 14.71 17.11 13.70 16.06 23.14 17.14 39.96 31.65 17.85 8.51 15.32 17.86
Draw Down(%) NA 7.16 21.98 21.98 52.58 NA NA 7.16 19.76 9.08 14.25 20.00 7.46 44.96 18.02 23.31 4.28 12.91 4.03
Yield(%) 0.00 8.28 6.57 7.87 8.47 5.99 4.50 0.00 8.29 7.60 1.68 12.02 17.22 1.57 22.08 13.48 8.80 5.21 10.29
Data as of 06/10/2026, Common starting date is 12/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRVHX (TIAA-CREF MID-CAP VALUE FUND ADVISOR CLASS) -8.41%
Mar 2017 – Mar 2020
3.07%
May 2018 – May 2023
8.76%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRVHX (TIAA-CREF MID-CAP VALUE FUND ADVISOR CLASS) 19.55%
Mar 2020 – Mar 2023
16.19%
Mar 2020 – Mar 2025
10.08%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return