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CREF Growth Account Class R3 (QCGRIX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US1944081835
Issuer
TIAA-CREF
Inception Date
Apr 24, 2015
Index Tracked
No Index (Active)
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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CREF Growth Account Class R3

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in CREF Growth Account Class R3, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

CREF Growth Account Class R3 (QCGRIX) has returned -12.96% so far this year and 14.44% over the past 12 months.


CREF Growth Account Class R3

1D
-0.66%
1M
-8.51%
YTD
-12.96%
6M
-11.72%
1Y
14.44%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 27, 2024, QCGRIX's average daily return is +0.01%, while the average monthly return is +0.11%. At this rate, your investment would double in approximately 52.5 years.

Historically, 53% of months were positive and 47% were negative. The best month was May 2025 with a return of +10.0%, while the worst month was Mar 2025 at -9.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, QCGRIX closed higher 54% of trading days. The best single day was Apr 10, 2025 with a return of +7.2%, while the worst single day was Apr 3, 2025 at -5.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.00%-3.90%-8.51%-12.96%
20250.15%-3.68%-9.79%1.84%10.01%7.02%3.53%0.27%4.16%4.38%-1.72%-1.13%14.41%

Benchmark Metrics

CREF Growth Account Class R3 has an annualized alpha of -4.30%, beta of 0.83, and R² of 0.50 versus S&P 500 Index. Calculated based on daily prices since January 03, 2025.

  • This fund participated in 140.91% of S&P 500 Index downside but only 107.05% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.50 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
-4.30%
Beta
0.83
0.50
Upside Capture
107.05%
Downside Capture
140.91%

Expense Ratio

QCGRIX has an expense ratio of 0.21%, which is considered low.


Return for Risk

Risk / Return Rank

QCGRIX ranks 24 for risk / return — below 24% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


QCGRIX Risk / Return Rank: 2424
Overall Rank
QCGRIX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
QCGRIX Sortino Ratio Rank: 2828
Sortino Ratio Rank
QCGRIX Omega Ratio Rank: 2626
Omega Ratio Rank
QCGRIX Calmar Ratio Rank: 2020
Calmar Ratio Rank
QCGRIX Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for CREF Growth Account Class R3 (QCGRIX) and compare them to a chosen benchmark (S&P 500 Index).


QCGRIXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.71

0.90

-0.18

Sortino ratio

Return per unit of downside risk

1.09

1.39

-0.29

Omega ratio

Gain probability vs. loss probability

1.15

1.21

-0.06

Calmar ratio

Return relative to maximum drawdown

0.64

1.40

-0.76

Martin ratio

Return relative to average drawdown

2.13

6.61

-4.48

Explore QCGRIX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


CREF Growth Account Class R3 doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the CREF Growth Account Class R3. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the CREF Growth Account Class R3 was 23.93%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.

The current CREF Growth Account Class R3 drawdown is 16.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-23.93%Jan 24, 202552Apr 8, 202554Jun 26, 2025106
-16.69%Oct 30, 2025102Mar 30, 2026
-3.39%Oct 10, 20251Oct 10, 202510Oct 24, 202511
-3.37%Jan 3, 20256Jan 14, 20254Jan 21, 202510
-2.87%Aug 13, 20257Aug 21, 20255Aug 28, 202512

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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