Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRLIX (TIAA-CREF LARGE-CAP VALUE FUND INSTITUTIONAL CLASS) | -1.90% | 3.01% | 3.29% | 9.60% | 5.70% | 7.80% | 5.43% | 7.01% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRLIX (TIAA-CREF LARGE-CAP VALUE FUND INSTITUTIONAL CLASS) | 10/04/2002 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 10/04/2002.
AR inception is since 10/04/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 4.29 | 3.01 | 3.29 | 9.60 | 5.70 | 7.80 | 5.43 | 7.01 | -1.90 | 12.11 | 6.80 | -10.81 | 17.77 | 3.59 | 28.83 | -14.29 | 12.56 | 18.60 | -4.85 | 9.03 | 34.43 | 19.68 | -5.67 | 18.18 | 29.18 | -41.66 | -7.30 | 13.37 | 0.28 | 11.37 | 26.85 | 12.77 |
| Sharpe Ratio | NA | -0.22 | -0.06 | 0.43 | 0.21 | NA | NA | 0.27 | -0.42 | 0.51 | 0.18 | -0.57 | 1.12 | 0.09 | 2.22 | -0.94 | 1.39 | 1.12 | -0.30 | 0.75 | 2.90 | 1.43 | -0.22 | 0.89 | 0.88 | -0.93 | -0.54 | 0.79 | -0.16 | 0.75 | 1.58 | 2.52 |
| Standard Deviation(%) | NA | 15.11 | 16.45 | 17.35 | 18.94 | NA | NA | 20.73 | 21.01 | 10.78 | 14.06 | 21.28 | 15.83 | 38.04 | 12.35 | 16.66 | 8.62 | 16.41 | 16.36 | 11.96 | 11.86 | 13.84 | 25.84 | 20.28 | 33.00 | 45.86 | 19.30 | 12.90 | 11.57 | 13.91 | 16.55 | 25.71 |
| Draw Down(%) | NA | 16.68 | 16.68 | 24.13 | 38.54 | NA | NA | 65.73 | 14.69 | 9.56 | 10.24 | 20.13 | 10.68 | 38.54 | 6.69 | 24.55 | 4.80 | 13.48 | 15.16 | 9.95 | 5.70 | 10.62 | 25.62 | 18.20 | 31.30 | 52.22 | 18.72 | 9.84 | 7.28 | 7.84 | 14.76 | 5.30 |
| Yield(%) | 0.00 | 1.55 | 1.70 | 2.32 | 3.91 | 5.52 | 3.86 | 5.41 | 0.00 | 1.65 | 1.96 | 1.61 | 1.72 | 1.91 | 2.62 | 9.74 | 6.93 | 4.94 | 6.74 | 6.76 | 10.08 | 2.55 | 1.42 | 1.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRLIX (TIAA-CREF LARGE-CAP VALUE FUND INSTITUTIONAL CLASS) |
-22.60%
Feb 2006 - Feb 2009 |
-12.23%
Feb 2004 - Feb 2009 |
2.74%
Jan 2006 - Jan 2016 |
3.30%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRLIX (TIAA-CREF LARGE-CAP VALUE FUND INSTITUTIONAL CLASS) |
25.96%
Feb 2009 - Feb 2012 |
23.91%
Feb 2009 - Feb 2014 |
14.45%
Feb 2009 - Feb 2019 |
11.96%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart