- ISIN
- US87244W3007
- Issuer
- TIAA Investments
- Inception Date
- Jul 1, 1999
- Category
- Large Cap Blend Equities
- Min. Investment
- $2,000,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
TISCX Performance Chart
TIAA-CREF Social Choice Equity Fund (TISCX) is up 13.0% since the beginning of the year. TISCX is currently trading at $32 per share. Investors who bought $1,000 worth of TISCX shares 5 years ago would now be looking at an investment worth $1,770.
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Returns By Period
TIAA-CREF Social Choice Equity Fund (TISCX) has returned 12.97% so far this year and 26.29% over the past 12 months. Over the last decade, TISCX has posted an annualized return of 14.44%, slightly higher than the S&P 500 Index benchmark’s 13.88%.
TIAA-CREF Social Choice Equity Fund
- 1D
- 0.75%
- 1M
- 1.61%
- YTD
- 12.97%
- 6M
- 12.10%
- 1Y
- 26.29%
- 3Y*
- 19.52%
- 5Y*
- 12.10%
- 10Y*
- 14.44%
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%
TISCX Monthly Returns History
Based on dividend-adjusted daily data since Jun 14, 1999, TISCX's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, an investment would double in approximately 7.6 years.
Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +13.5%, while the worst month was Oct 2008 at -18.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, TISCX closed higher 52% of trading days. The best single day was Dec 6, 2024 with a return of +14.6%, while the worst single day was Dec 9, 2024 at -13.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.58% | -0.03% | -4.85% | 11.24% | 4.19% | 0.88% | 12.97% | ||||||
| 2025 | 2.43% | -0.37% | -5.11% | 0.35% | 6.22% | 5.34% | 1.78% | 1.27% | 1.97% | 2.03% | -1.08% | 0.99% | 16.51% |
| 2024 | 1.28% | 5.21% | 3.32% | -5.11% | 4.20% | 2.68% | 1.88% | 2.32% | 1.93% | -1.54% | 7.34% | -5.81% | 18.23% |
| 2023 | 7.01% | -2.69% | 1.60% | 0.00% | -0.64% | 7.05% | 3.11% | -1.39% | -5.03% | -2.69% | 10.03% | 5.31% | 22.53% |
| 2022 | -6.52% | -3.01% | 3.03% | -8.18% | 0.04% | -8.58% | 9.07% | -3.71% | -9.06% | 9.07% | 6.55% | -5.59% | -17.80% |
| 2021 | 0.04% | 3.25% | 3.82% | 4.28% | 1.27% | 2.40% | 1.47% | 2.69% | -4.40% | 7.07% | -2.27% | 4.68% | 26.54% |
Benchmark Metrics
TIAA-CREF Social Choice Equity Fund has an annualized alpha of 1.60%, beta of 1.00, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since June 14, 1999.
- This fund captured 104.50% of S&P 500 Index gains but only 97.42% of its losses - a favorable profile for investors.
- With beta of 1.00 and R2 of 0.94, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.60%
- Beta
- 1.00
- R²
- 0.94
- Upside Capture
- 104.50%
- Downside Capture
- 97.42%
Expense Ratio
TISCX has an expense ratio of 0.17%, which is considered low.
Return for Risk
Risk / Return Rank
TISCX ranks 57 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for TIAA-CREF Social Choice Equity Fund (TISCX) 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.
| TISCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.37 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.01 | 2.78 | +0.22 |
| Martin ratioReturn relative to average drawdown | 12.40 | 12.44 | -0.04 |
Dividends
Dividend History
TIAA-CREF Social Choice Equity Fund provided a 6.86% dividend yield over the last twelve months, with an annual payout of $2.20 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.20 | $2.20 | $4.40 | $1.45 | $1.11 | $2.69 | $0.34 | $1.00 | $1.63 | $0.46 | $1.13 | $0.55 |
Dividend yield | 6.86% | 7.75% | 16.74% | 5.64% | 4.99% | 9.46% | 1.38% | 4.84% | 9.85% | 2.38% | 6.84% | 3.51% |
Monthly Dividends
The table displays the monthly dividend distributions for TIAA-CREF Social Choice Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.20 | $2.20 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.40 | $4.40 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.45 | $1.45 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 | $1.11 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.69 | $2.69 |
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-CREF Social Choice Equity Fund. 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-CREF Social Choice Equity Fund was 54.65%, occurring on Mar 9, 2009. Recovery took 743 trading sessions.
The current TIAA-CREF Social Choice Equity Fund drawdown is 0.65%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -54.65%Mar 2009 | 1y 5mo | 2y 11mo | 4y 4moOct 2007 - Feb 2012 |
Dot-com crash2000–2002 | -46.41%Oct 2002 | 2y 1mo | 3y 4mo | 5y 5moSep 2000 - Feb 2006 |
COVID crash2020 | -34.89%Mar 2020 | 1mo 2d | 4mo 27d | 5mo 29dFeb 2020 - Aug 2020 |
2025 selloff2025 | -28.29%Apr 2025 | 4mo | 1y 9d | 1y 4moDec 2024 - Apr 2026 |
Bear market2022 | -25.60%Oct 2022 | 9mo 16d | 1y 2mo | 1y 12moDec 2021 - Dec 2023 |
Drawdown Indicators
| TISCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.65% | -56.78% | +2.13% |
Max Drawdown (1Y)Largest decline over 1 year | -8.76% | -9.10% | +0.34% |
Max Drawdown (3Y)Largest decline over 3 years | -28.29% | -18.90% | -9.39% |
Max Drawdown (5Y)Largest decline over 5 years | -28.29% | -25.43% | -2.86% |
Max Drawdown (10Y)Largest decline over 10 years | -34.89% | -33.92% | -0.97% |
Current DrawdownCurrent decline from peak | -0.65% | -1.80% | +1.15% |
Average DrawdownAverage peak-to-trough decline | -10.08% | -10.71% | +0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 2.03% | +0.09% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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