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ISIN
US87245R4332
Inception Date
Aug 7, 2015
Min. Investment
$10,000,000
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

TNSHX Performance Chart

TIAA-CREF Short-Term Bond Index Fund (TNSHX) is up 0.5% since the beginning of the year. TNSHX is currently trading at $10 per share. Investors who bought $1,000 worth of TNSHX shares 5 years ago would now be looking at an investment worth $1,093.


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S&P 500 Index

Returns By Period

TIAA-CREF Short-Term Bond Index Fund (TNSHX) has returned 0.51% so far this year and 3.63% over the past 12 months.


TIAA-CREF Short-Term Bond Index Fund

1D
-0.10%
1M
-0.08%
YTD
0.51%
6M
0.96%
1Y
3.63%
3Y*
4.22%
5Y*
1.79%
10Y*
1.82%

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TNSHX Monthly Returns History

Based on dividend-adjusted daily data since Jan 4, 2016, TNSHX's average daily return is +0.01%, while the average monthly return is +0.15%. At this rate, an investment would double in approximately 38.5 years.

Historically, 66% of months were positive and 34% were negative. The best month was Mar 2023 with a return of +1.5%, while the worst month was Mar 2022 at -1.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 9 months.

On a daily basis, TNSHX closed higher 26% of trading days. The best single day was Mar 13, 2023 with a return of +0.8%, while the worst single day was Jun 13, 2022 at -0.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.24%0.52%-0.49%0.22%0.23%-0.21%0.51%
20250.37%0.76%0.47%0.77%-0.15%0.67%-0.05%0.87%0.34%0.35%0.44%0.34%5.31%
20240.45%-0.39%0.36%-0.28%0.69%0.21%1.22%0.89%0.88%-0.56%0.26%0.27%4.03%
20230.83%-0.74%1.51%0.10%-0.36%-0.37%0.39%0.40%-0.12%0.00%1.18%1.18%4.05%
2022-0.77%-0.46%-1.27%-0.56%0.59%-0.82%0.42%-0.72%-1.23%-0.17%0.80%0.19%-3.96%
20210.08%-0.13%-0.04%0.06%0.15%-0.15%0.14%-0.05%-0.06%-0.36%-0.07%-0.15%-0.57%

Benchmark Metrics

TIAA-CREF Short-Term Bond Index Fund has an annualized alpha of 3.33%, beta of 0.02, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.

  • This fund captured 9.91% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -2.79%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.02 may look defensive, but with R2 of 0.02 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 0.02 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
3.33%
Beta
0.02
0.02
Upside Capture
9.91%
Downside Capture
-2.79%

Expense Ratio

TNSHX has an expense ratio of 0.09%, which is considered low.


Return for Risk

Risk / Return Rank

TNSHX ranks 68 for risk / return — better than 68% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


TNSHX Risk / Return Rank: 6868
Overall Rank
TNSHX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
TNSHX Sortino Ratio Rank: 7979
Sortino Ratio Rank
TNSHX Omega Ratio Rank: 7777
Omega Ratio Rank
TNSHX Calmar Ratio Rank: 7474
Calmar Ratio Rank
TNSHX Martin Ratio Rank: 6464
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 TIAA-CREF Short-Term Bond Index Fund (TNSHX) and compare them to S&P 500 Index.


TNSHXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.49

Calmar ratioReturn relative to maximum drawdown

3.23

Martin ratioReturn relative to average drawdown

12.05

Dividends

Dividend History

TIAA-CREF Short-Term Bond Index Fund provided a 4.11% dividend yield over the last twelve months, with an annual payout of $0.39 per share. The fund has been increasing its distributions for 3 consecutive years.


1.00%2.00%3.00%4.00%$0.00$0.10$0.20$0.30$0.402016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$0.39$0.41$0.38$0.26$0.10$0.10$0.18$0.24$0.18$0.13$0.10

Dividend yield

4.11%4.22%3.94%2.68%1.00%1.03%1.81%2.45%1.80%1.31%0.98%

Monthly Dividends

The table displays the monthly dividend distributions for TIAA-CREF Short-Term Bond Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.03$0.03$0.03$0.03$0.03$0.00$0.16
2025$0.04$0.03$0.04$0.03$0.04$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.41
2024$0.03$0.03$0.03$0.03$0.03$0.00$0.04$0.04$0.03$0.04$0.03$0.04$0.38
2023$0.02$0.02$0.02$0.00$0.03$0.03$0.03$0.03$0.03$0.00$0.03$0.03$0.26
2022$0.00$0.00$0.01$0.01$0.01$0.00$0.00$0.01$0.01$0.01$0.02$0.02$0.10
2021$0.01$0.01$0.01$0.01$0.01$0.01$0.00$0.00$0.00$0.00$0.00$0.04$0.10

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 Short-Term Bond Index 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 Short-Term Bond Index Fund was 5.99%, occurring on Oct 20, 2022. Recovery took 404 trading sessions.

The current TIAA-CREF Short-Term Bond Index Fund drawdown is 0.25%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-5.99%Oct 2022
1y 4mo1y 7mo
2y 11moJun 2021 - May 2024
COVID crash2020
-1.38%Mar 2020
9d21d
1moMar 2020 - Apr 2020
2026 pullback2026
-1.13%Mar 2026
24d
3mo 6dMar 2026 - now
2018 pullback2018
-1.02%Apr 2018
7mo 11d7mo 14d
1y 2moSep 2017 - Nov 2018
2024 pullback2024
-0.98%Nov 2024
1mo 20d2mo 6d
3mo 26dOct 2024 - Jan 2025

Drawdown Indicators


TNSHXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-5.99%

-9.10%

+3.11%

Max Drawdown (1Y)

Largest decline over 1 year

-1.13%

Max Drawdown (3Y)

Largest decline over 3 years

-1.13%

Max Drawdown (5Y)

Largest decline over 5 years

-5.99%

Max Drawdown (10Y)

Largest decline over 10 years

-5.99%

Current Drawdown

Current decline from peak

-0.25%

-2.97%

+2.72%

Average Drawdown

Average peak-to-trough decline

-0.89%

-1.13%

+0.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.30%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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