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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in TIAA Real Estate Account, 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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Returns By Period
TIAA Real Estate Account (QREARX) has returned 0.80% so far this year and 3.79% over the past 12 months.
TIAA Real Estate Account
- 1D
- -0.10%
- 1M
- 0.41%
- YTD
- 0.80%
- 6M
- 1.81%
- 1Y
- 3.79%
- 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%
Monthly Returns
Based on dividend-adjusted daily data since Jan 3, 2025, QREARX's average daily return is +0.02%, while the average monthly return is +0.31%. At this rate, your investment would double in approximately 18.7 years.
Historically, 100% of months were positive and 0% were negative. The best month was Sep 2025 with a return of +0.7%, while the worst month was May 2025 at 0.1%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 0 months.
On a daily basis, QREARX closed higher 76% of trading days. The best single day was Feb 24, 2025 with a return of +1.3%, while the worst single day was Feb 21, 2025 at -1.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.15% | 0.23% | 0.41% | 0.80% | |||||||||
| 2025 | 0.20% | 0.12% | 0.62% | 0.52% | 0.10% | 0.20% | 0.30% | 0.11% | 0.69% | 0.43% | 0.37% | 0.20% | 3.93% |
Benchmark Metrics
TIAA Real Estate Account has an annualized alpha of 3.90%, beta of 0.00, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since January 07, 2025.
- This fund captured 9.59% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -14.79%) — a profile typical of hedging or uncorrelated assets.
- Beta of 0.00 may look defensive, but with R² of 0.00 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
- R² of 0.00 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 3.90%
- Beta
- 0.00
- R²
- 0.00
- Upside Capture
- 9.59%
- Downside Capture
- -14.79%
Expense Ratio
QREARX has an expense ratio of 0.90%, placing it in the medium range.
Return for Risk
Risk / Return Rank
QREARX ranks 99 for risk / return — in the top 99% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for TIAA Real Estate Account (QREARX) and compare them to a chosen benchmark (S&P 500 Index).
| QREARX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 5.14 | 0.90 | +4.25 |
Sortino ratioReturn per unit of downside risk | 8.23 | 1.39 | +6.85 |
Omega ratioGain probability vs. loss probability | 2.91 | 1.21 | +1.70 |
Calmar ratioReturn relative to maximum drawdown | 10.77 | 1.40 | +9.38 |
Martin ratioReturn relative to average drawdown | 45.72 | 6.61 | +39.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore QREARX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
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 TIAA Real Estate Account. 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 TIAA Real Estate Account was 1.45%, occurring on Feb 21, 2025. Recovery took 10 trading sessions.
The current TIAA Real Estate Account drawdown is 0.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -1.45% | Feb 20, 2025 | 2 | Feb 21, 2025 | 10 | Mar 7, 2025 | 12 |
| -0.37% | Jun 27, 2025 | 2 | Jun 30, 2025 | 24 | Aug 4, 2025 | 26 |
| -0.26% | May 22, 2025 | 6 | May 30, 2025 | 14 | Jun 20, 2025 | 20 |
| -0.17% | Aug 7, 2025 | 1 | Aug 7, 2025 | 12 | Aug 25, 2025 | 13 |
| -0.13% | Jan 29, 2025 | 1 | Jan 29, 2025 | 8 | Feb 10, 2025 | 9 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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