- Issuer
- TIAA
- Inception Date
- Oct 2, 1995
- Category
- REIT
- Index Tracked
- No Index (Active)
- Distribution Policy
- Accumulating
- Asset Class
- Real Estate
Share Price Chart
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Performance
QREARX Performance Chart
TIAA Real Estate Account (QREARX) is up 1.0% since the beginning of the year. QREARX is currently trading at $484 per share.
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Returns By Period
TIAA Real Estate Account (QREARX) has returned 1.03% so far this year and 3.11% over the past 12 months.
TIAA Real Estate Account
- 1D
- -0.00%
- 1M
- 0.02%
- YTD
- 1.03%
- 6M
- 1.16%
- 1Y
- 3.11%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
QREARX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2025, QREARX's average daily return is +0.01%, while the average monthly return is +0.27%. At this rate, an investment would double in approximately 21.4 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 2026 at 0.1%. The longest winning streak lasted 18 consecutive months, and the longest losing streak was 0 months.
On a daily basis, QREARX closed higher 74% 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% | 0.23% | 0.24% | 0.07% | 0.10% | 1.03% | ||||||
| 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 3.44%, beta of 0.00, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since January 03, 2025.
- This fund captured 5.93% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -15.22%) - 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
- 3.44%
- Beta
- 0.00
- R²
- 0.00
- Upside Capture
- 5.93%
- Downside Capture
- -15.22%
Expense Ratio
QREARX has an expense ratio of 0.90%, placing it in the medium range.
Return for Risk
Risk / Return Rank
QREARX ranks 98 for risk / return — in the top 98% 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 S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| QREARX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.07 | ||
| Sortino ratioReturn per unit of downside risk | +3.51 | ||
| Omega ratioGain probability vs. loss probability | 2.40 | 1.37 | +1.03 |
| Calmar ratioReturn relative to maximum drawdown | 8.56 | 2.78 | +5.78 |
| Martin ratioReturn relative to average drawdown | 31.17 | 12.44 | +18.73 |
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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -1.45%Feb 2025 | 1d | 14d | 15dFeb 2025 - Mar 2025 |
2025 pullback2025 | -0.37%Jun 2025 | 3d | 1mo 5d | 1mo 8dJun 2025 - Aug 2025 |
2026 pullback2026 | -0.29%Apr 2026 | 18d | 1mo 1d | 1mo 19dMar 2026 - May 2026 |
2025 selloff2025 | -0.26%May 2025 | 8d | 21d | 29dMay 2025 - Jun 2025 |
2025 pullback2025 | -0.17%Aug 2025 | 0s | 18d | 18dAug 2025 - Aug 2025 |
Drawdown Indicators
| QREARX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.45% | -56.78% | +55.33% |
Max Drawdown (1Y)Largest decline over 1 year | -0.37% | -9.10% | +8.73% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -0.06% | -10.71% | +10.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.10% | 2.03% | -1.93% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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