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ISIN
US87245R4746
Inception Date
Aug 7, 2015
Min. Investment
$2,000,000
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


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Performance

TSONX Performance Chart

TIAA-CREF Social Choice International Equity Fund (TSONX) is up 9.1% since the beginning of the year. TSONX is currently trading at $17 per share. Investors who bought $1,000 worth of TSONX shares 5 years ago would now be looking at an investment worth $1,529.


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S&P 500 Index

Returns By Period

TIAA-CREF Social Choice International Equity Fund (TSONX) has returned 9.11% so far this year and 22.69% over the past 12 months. Over the last ten years, TSONX has returned 9.17% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


TIAA-CREF Social Choice International Equity Fund

1D
1.00%
1M
2.58%
YTD
9.11%
6M
9.46%
1Y
22.69%
3Y*
14.85%
5Y*
8.87%
10Y*
9.17%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TSONX Monthly Returns History

Based on dividend-adjusted daily data since Jan 4, 2016, TSONX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +15.4%, while the worst month was Mar 2020 at -14.0%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 3 months.

On a daily basis, TSONX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +8.0%, while the worst single day was Mar 12, 2020 at -10.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.08%4.72%-9.24%6.25%2.06%1.72%9.11%
20254.41%2.45%-0.87%4.89%4.04%2.81%-2.80%4.62%2.37%0.81%0.37%2.58%28.55%
2024-0.70%2.34%2.90%-3.19%5.28%-2.11%3.34%3.45%1.04%-5.70%0.44%-3.33%3.18%
20238.58%-2.72%3.05%3.12%-3.98%4.23%2.63%-3.72%-3.54%-3.09%8.96%5.49%19.26%
2022-3.65%-3.32%0.24%-6.14%1.36%-8.97%5.06%-6.05%-9.70%5.89%13.76%-1.84%-14.78%
2021-1.70%2.14%2.33%2.44%3.84%-1.18%0.75%2.52%-3.26%3.44%-4.78%5.32%11.95%

Benchmark Metrics

TIAA-CREF Social Choice International Equity Fund has an annualized alpha of -0.97%, beta of 0.77, and R2 of 0.69 versus S&P 500 Index. Calculated based on daily prices since January 04, 2016.

  • This fund participated in 88.13% of S&P 500 Index downside but only 73.91% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-0.97%
Beta
0.77
0.69
Upside Capture
73.91%
Downside Capture
88.13%

Expense Ratio

TSONX has an expense ratio of 0.36%, placing it in the medium range.


Return for Risk

Risk / Return Rank

TSONX ranks 27 for risk / return — below 27% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


TSONX Risk / Return Rank: 2727
Overall Rank
TSONX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
TSONX Sortino Ratio Rank: 2626
Sortino Ratio Rank
TSONX Omega Ratio Rank: 2626
Omega Ratio Rank
TSONX Calmar Ratio Rank: 2525
Calmar Ratio Rank
TSONX Martin Ratio Rank: 2929
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 Social Choice International Equity Fund (TSONX) 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.


TSONXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.65

Sortino ratioReturn per unit of downside risk

-0.76

Omega ratioGain probability vs. loss probability

1.25

1.37

-0.12

Calmar ratioReturn relative to maximum drawdown

1.73

2.78

-1.05

Martin ratioReturn relative to average drawdown

6.38

12.44

-6.06

Dividends

Dividend History

TIAA-CREF Social Choice International Equity Fund provided a 5.32% dividend yield over the last twelve months, with an annual payout of $0.91 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.20$0.40$0.60$0.80$1.002016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$0.91$0.91$0.42$0.41$0.26$0.42$0.18$0.19$0.24$0.00$0.24

Dividend yield

5.32%5.80%3.25%3.21%2.31%3.13%1.48%1.63%2.52%0.04%2.57%

Monthly Dividends

The table displays the monthly dividend distributions for TIAA-CREF Social Choice International Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.91$0.91
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.42$0.42
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$0.26$0.26
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.42$0.42

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 International 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 International Equity Fund was 33.02%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-33.02%Mar 2020
2mo 2d7mo 22d
9mo 24dJan 2020 - Nov 2020
Bear market2022
-29.51%Sep 2022
1y 19d1y 3mo
2y 3moSep 2021 - Dec 2023
Rate-hike selloffLate 2018
-21.84%Dec 2018
10mo 29d1y 9d
1y 11moJan 2018 - Jan 2020
2025 selloff2025
-13.10%Apr 2025
6mo 13d20d
7mo 3dSep 2024 - Apr 2025
2026 correction2026
-12.63%Mar 2026
18d3mo
3mo 18dMar 2026 - Jun 2026

Drawdown Indicators


TSONXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-33.02%

-56.78%

+23.76%

Max Drawdown (1Y)

Largest decline over 1 year

-12.63%

-9.10%

-3.53%

Max Drawdown (3Y)

Largest decline over 3 years

-13.10%

-18.90%

+5.80%

Max Drawdown (5Y)

Largest decline over 5 years

-29.51%

-25.43%

-4.08%

Max Drawdown (10Y)

Largest decline over 10 years

-33.02%

-33.92%

+0.90%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-5.98%

-10.71%

+4.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.42%

2.03%

+1.39%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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