PortfoliosLab logo
TIAA-CREF Mid-Cap Growth Fund (TRPWX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US87244W8055

Inception Date

Oct 1, 2002

Min. Investment

$2,000,000

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

TRPWX has an expense ratio of 0.46%, placing it in the medium range.


Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
TRPWX vs. VMCIX TRPWX vs. IWM
Popular comparisons:

Performance

Performance Chart


Loading data...

Returns By Period

TIAA-CREF Mid-Cap Growth Fund (TRPWX) returned 2.78% year-to-date (YTD) and 8.09% over the past 12 months. Over the past 10 years, TRPWX returned 0.06% annually, underperforming the S&P 500 benchmark at 10.78%.


TRPWX

YTD

2.78%

1M

18.68%

6M

0.36%

1Y

8.09%

5Y*

2.30%

10Y*

0.06%

^GSPC (Benchmark)

YTD

0.19%

1M

9.00%

6M

-1.55%

1Y

12.31%

5Y*

15.59%

10Y*

10.78%

*Annualized

Monthly Returns

The table below presents the monthly returns of TRPWX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.93%-8.27%-8.25%4.26%10.57%2.78%
2024-1.01%6.86%1.85%-6.77%0.60%1.14%-1.28%3.14%-0.10%-0.82%11.32%-5.48%8.50%
20239.88%-1.22%1.12%-1.33%-0.79%8.06%5.09%-5.00%-5.89%-7.16%11.38%7.67%21.45%
2022-13.47%-1.13%1.52%-10.93%-6.76%-10.40%11.86%-2.86%-10.05%6.74%5.48%-5.91%-33.08%
2021-1.01%4.06%-2.25%4.96%-1.85%5.87%0.69%0.36%-4.47%5.30%-8.27%-12.80%-10.72%
20200.85%-6.38%-16.22%15.85%10.87%2.96%7.32%4.60%0.36%0.24%14.67%-4.26%29.69%
201912.82%6.78%1.21%4.38%-4.95%6.46%2.31%-3.24%-2.91%0.91%5.67%-9.15%19.91%
20185.02%-3.17%0.13%-0.26%3.85%-0.08%1.94%5.12%-0.08%-12.31%1.75%-21.26%-20.74%
20174.22%2.44%1.38%1.46%2.73%0.18%1.22%1.78%2.71%2.08%2.83%-8.24%15.19%
2016-9.34%-0.85%7.00%0.27%2.78%-0.42%5.33%-0.60%-0.20%-4.60%3.83%-0.21%1.95%
2015-2.07%6.97%0.90%-1.16%1.40%-0.89%1.52%-6.09%-4.42%5.61%0.74%-10.22%-8.62%
2014-1.43%6.44%-3.38%-3.62%2.26%3.63%-4.22%5.84%-2.55%2.70%2.88%-14.64%-7.74%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of TRPWX is 39, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of TRPWX is 3939
Overall Rank
The Sharpe Ratio Rank of TRPWX is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of TRPWX is 4242
Sortino Ratio Rank
The Omega Ratio Rank of TRPWX is 4141
Omega Ratio Rank
The Calmar Ratio Rank of TRPWX is 3434
Calmar Ratio Rank
The Martin Ratio Rank of TRPWX is 3939
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for TIAA-CREF Mid-Cap Growth Fund (TRPWX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

TIAA-CREF Mid-Cap Growth Fund Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 0.35
  • 5-Year: 0.09
  • 10-Year: 0.00
  • All Time: 0.17

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of TIAA-CREF Mid-Cap Growth Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Loading data...

Dividends

Dividend History

TIAA-CREF Mid-Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.10%0.20%0.30%0.40%0.50%0.60%$0.00$0.02$0.04$0.06$0.08$0.10$0.1220142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.00$0.00$0.04$0.10$0.00$0.00$0.05$0.09$0.13$0.10$0.04$0.11

Dividend yield

0.00%0.00%0.18%0.60%0.00%0.00%0.21%0.48%0.56%0.51%0.22%0.53%

Monthly Dividends

The table displays the monthly dividend distributions for TIAA-CREF Mid-Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
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$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$0.04$0.04
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.10
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.05
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.09
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.10
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.04
2014$0.11$0.11

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.


Loading data...

Worst Drawdowns

The table below displays the maximum drawdowns of the TIAA-CREF Mid-Cap Growth 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 Mid-Cap Growth Fund was 61.50%, occurring on Nov 20, 2008. Recovery took 608 trading sessions.

The current TIAA-CREF Mid-Cap Growth Fund drawdown is 29.01%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.5%Nov 1, 2007266Nov 20, 2008608Apr 21, 2011874
-51.51%Nov 9, 2021235Oct 14, 2022
-42.53%Aug 30, 2018392Mar 23, 2020113Sep 1, 2020505
-37.63%Nov 18, 2013562Feb 11, 2016639Aug 24, 20181201
-28.02%Jul 8, 201161Oct 3, 2011392Apr 29, 2013453

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...