TIAA-CREF Social Choice Equity Fund (TISCX)
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. The Advisor attempts to achieve the return of the U.S. stock market as represented by its benchmark, the Russell 3000 Index, while investing in companies whose activities are consistent with the fund's ESG criteria.
Fund Info
US87244W3007
Jul 1, 1999
$2,000,000
Large-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in TIAA-CREF Social Choice Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
TIAA-CREF Social Choice Equity Fund had a return of 24.19% year-to-date (YTD) and 31.96% in the last 12 months. Over the past 10 years, TIAA-CREF Social Choice Equity Fund had an annualized return of 12.19%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.
TISCX
24.19%
3.70%
13.89%
31.96%
14.79%
12.19%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of TISCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.28% | 5.21% | 3.32% | -5.11% | 4.20% | 2.68% | 1.88% | 2.32% | 1.93% | -1.54% | 24.19% | ||
| 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% |
| 2020 | -0.00% | -8.05% | -13.53% | 13.46% | 5.24% | 2.39% | 4.76% | 7.06% | -3.27% | -2.06% | 11.81% | 4.21% | 20.34% |
| 2019 | 8.57% | 3.67% | 1.23% | 3.39% | -6.10% | 6.88% | 1.84% | -1.91% | 2.10% | 1.95% | 3.49% | 3.39% | 31.55% |
| 2018 | 5.42% | -3.91% | -1.49% | 0.21% | 1.98% | 0.51% | 3.41% | 3.25% | 0.05% | -7.62% | 2.63% | -9.20% | -5.74% |
| 2017 | 1.88% | 3.21% | -0.06% | 1.33% | 1.37% | 1.07% | 2.00% | -0.38% | 2.73% | 2.13% | 2.81% | 1.15% | 20.95% |
| 2016 | -5.61% | 0.41% | 7.27% | 0.95% | 1.44% | 0.06% | 3.90% | 0.77% | -0.00% | -2.24% | 4.53% | 1.85% | 13.54% |
| 2015 | -3.34% | 5.43% | -1.11% | -0.06% | 1.01% | -2.11% | 1.56% | -5.89% | -2.94% | 7.81% | 0.36% | -2.44% | -2.50% |
| 2014 | -3.55% | 4.89% | 0.64% | 0.32% | 2.40% | 2.47% | -1.81% | 4.11% | -2.42% | 2.18% | 1.95% | -0.15% | 11.20% |
| 2013 | 6.36% | 1.67% | 4.62% | 1.05% | 2.59% | -1.01% | 5.11% | -3.12% | 3.80% | 4.14% | 2.39% | 2.66% | 34.33% |
Expense Ratio
TISCX has an expense ratio of 0.17%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TISCX is 74, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for TIAA-CREF Social Choice Equity Fund (TISCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
TIAA-CREF Social Choice Equity Fund provided a 1.28% dividend yield over the last twelve months, with an annual payout of $0.41 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.41 | $0.41 | $0.36 | $0.33 | $0.30 | $0.33 | $0.31 | $0.31 | $0.39 | $0.30 | $0.24 | $0.22 |
Dividend yield | 1.28% | 1.58% | 1.62% | 1.16% | 1.23% | 1.57% | 1.86% | 1.61% | 2.38% | 1.93% | 1.42% | 1.40% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2013 | $0.22 | $0.22 |
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.
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 54.64%, occurring on Mar 9, 2009. Recovery took 743 trading sessions.
The current TIAA-CREF Social Choice Equity Fund drawdown is 0.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.64% | Oct 10, 2007 | 354 | Mar 9, 2009 | 743 | Feb 16, 2012 | 1097 |
| -34.89% | Feb 20, 2020 | 23 | Mar 23, 2020 | 102 | Aug 17, 2020 | 125 |
| -32.29% | Mar 20, 2002 | 141 | Oct 9, 2002 | 306 | Dec 29, 2003 | 447 |
| -25.6% | Dec 30, 2021 | 198 | Oct 12, 2022 | 289 | Dec 6, 2023 | 487 |
| -20% | Sep 24, 2018 | 64 | Dec 24, 2018 | 81 | Apr 23, 2019 | 145 |
Volatility
Volatility Chart
The current TIAA-CREF Social Choice Equity Fund volatility is 4.19%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.