DMA vs. TSAIX
DMA (Dimensional Managed Account Fund) and TSAIX (TIAA-CREF Lifestyle Aggressive Growth Fund) are both Diversified Portfolio funds. Over the past 3 years, DMA returned 22.10%/yr vs 18.90%/yr for TSAIX. At a 0.29 correlation, their price movements are largely independent. DMA charges 0.03%/yr vs 0.04%/yr for TSAIX.
Performance
DMA vs. TSAIX - Performance Comparison
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Returns By Period
In the year-to-date period, DMA achieves a -10.88% return, which is significantly lower than TSAIX's 10.46% return.
DMA
- 1D
- -0.64%
- 1M
- 5.07%
- YTD
- -10.88%
- 6M
- -11.28%
- 1Y
- -1.92%
- 3Y*
- 22.10%
- 5Y*
- —
- 10Y*
- —
TSAIX
- 1D
- -0.04%
- 1M
- 2.25%
- YTD
- 10.46%
- 6M
- 9.77%
- 1Y
- 25.69%
- 3Y*
- 18.90%
- 5Y*
- 9.54%
- 10Y*
- 12.53%
DMA vs. TSAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DMA Dimensional Managed Account Fund | -10.88% | 16.89% | 41.06% | -3.81% | -37.55% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 10.46% | 20.04% | 15.46% | 22.72% | -18.83% |
Correlation
The correlation between DMA and TSAIX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Jan 13, 2022 | 0.29 |
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Return for Risk
DMA vs. TSAIX — Risk / Return Rank
DMA
TSAIX
DMA vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Managed Account Fund (DMA) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| DMA | TSAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.09 | ||
| Sortino ratioReturn per unit of downside risk | -2.79 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.36 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.11 | 2.62 | -2.72 |
| Martin ratioReturn relative to average drawdown | -0.29 | 11.24 | -11.53 |
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Drawdowns
DMA vs. TSAIX - Drawdown Comparison
The maximum DMA drawdown since its inception was -53.24%, which is greater than TSAIX's maximum drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for DMA and TSAIX.
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Drawdown Indicators
| DMA | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.24% | -34.58% | -18.66% |
Max Drawdown (1Y)Largest decline over 1 year | -18.34% | -10.28% | -8.06% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -17.29% | -1.05% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.28% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.58% | — |
Current DrawdownCurrent decline from peak | -12.47% | -0.16% | -12.31% |
Average DrawdownAverage peak-to-trough decline | -25.67% | -4.90% | -20.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.56% | 2.38% | +4.18% |
Volatility
DMA vs. TSAIX - Volatility Comparison
Dimensional Managed Account Fund (DMA) has a higher volatility of 8.23% compared to TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) at 5.28%. This indicates that DMA's price experiences larger fluctuations and is considered to be riskier than TSAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DMA | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.23% | 5.28% | +2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 11.27% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.21% | 13.71% | +1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.24% | 16.37% | +10.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.24% | 17.70% | +9.54% |
DMA vs. TSAIX - Expense Ratio Comparison
DMA has a 0.03% expense ratio, which is lower than TSAIX's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
DMA vs. TSAIX - Dividend Comparison
DMA's dividend yield for the trailing twelve months is around 16.60%, more than TSAIX's 6.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DMA Dimensional Managed Account Fund | 16.60% | 9.42% | 3.83% | 5.22% | 10.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 6.68% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Frequently Asked Questions
DMA and TSAIX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DMA has higher volatility (8.23%) compared to TSAIX (5.28%). In terms of maximum drawdown, DMA dropped -53.24% vs TSAIX's -34.58%.
TSAIX currently has the higher Sharpe Ratio (1.97 vs -0.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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