PIRMX vs. TSAIX
Compare and contrast key facts about PIMCO Inflation Response Multi-Asset Fund Institutional (PIRMX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX).
PIRMX is an actively managed fund by PIMCO. It was launched on Aug 31, 2011. TSAIX is managed by TIAA Investments. It was launched on Dec 8, 2011.
Performance
PIRMX vs. TSAIX - Performance Comparison
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PIRMX vs. TSAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIRMX PIMCO Inflation Response Multi-Asset Fund Institutional | 3.67% | 16.76% | 12.47% | 6.50% | -5.11% | 13.86% | 9.36% | 10.03% | -3.70% | 8.59% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | -3.02% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 19.69% | 27.97% | -11.27% | 22.35% |
Returns By Period
In the year-to-date period, PIRMX achieves a 3.67% return, which is significantly higher than TSAIX's -3.02% return. Over the past 10 years, PIRMX has underperformed TSAIX with an annualized return of 7.60%, while TSAIX has yielded a comparatively higher 10.88% annualized return.
PIRMX
- 1D
- 0.73%
- 1M
- -1.94%
- YTD
- 3.67%
- 6M
- 5.92%
- 1Y
- 13.82%
- 3Y*
- 12.64%
- 5Y*
- 8.98%
- 10Y*
- 7.60%
TSAIX
- 1D
- 3.07%
- 1M
- -6.27%
- YTD
- -3.02%
- 6M
- -0.43%
- 1Y
- 18.56%
- 3Y*
- 15.56%
- 5Y*
- 7.78%
- 10Y*
- 10.88%
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PIRMX vs. TSAIX - Expense Ratio Comparison
PIRMX has a 1.91% expense ratio, which is higher than TSAIX's 0.04% expense ratio.
Return for Risk
PIRMX vs. TSAIX — Risk / Return Rank
PIRMX
TSAIX
PIRMX vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Inflation Response Multi-Asset Fund Institutional (PIRMX) 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.
| PIRMX | TSAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 1.10 | +0.95 |
Sortino ratioReturn per unit of downside risk | 2.71 | 1.62 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.24 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 3.00 | 1.45 | +1.55 |
Martin ratioReturn relative to average drawdown | 13.50 | 6.28 | +7.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PIRMX | TSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 1.10 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.09 | 0.48 | +0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.02 | 0.62 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.67 | 0.00 |
Correlation
The correlation between PIRMX and TSAIX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PIRMX vs. TSAIX - Dividend Comparison
PIRMX's dividend yield for the trailing twelve months is around 2.49%, less than TSAIX's 7.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIRMX PIMCO Inflation Response Multi-Asset Fund Institutional | 2.49% | 2.66% | 9.91% | 0.13% | 14.12% | 11.21% | 0.80% | 2.05% | 11.41% | 6.43% | 0.49% | 3.13% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 7.61% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Drawdowns
PIRMX vs. TSAIX - Drawdown Comparison
The maximum PIRMX drawdown since its inception was -18.51%, smaller than the maximum TSAIX drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for PIRMX and TSAIX.
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Drawdown Indicators
| PIRMX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.51% | -34.58% | +16.07% |
Max Drawdown (1Y)Largest decline over 1 year | -4.96% | -11.72% | +6.76% |
Max Drawdown (5Y)Largest decline over 5 years | -14.31% | -28.28% | +13.97% |
Max Drawdown (10Y)Largest decline over 10 years | -18.20% | -34.58% | +16.38% |
Current DrawdownCurrent decline from peak | -1.94% | -7.52% | +5.58% |
Average DrawdownAverage peak-to-trough decline | -4.14% | -4.96% | +0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 2.71% | -1.61% |
Volatility
PIRMX vs. TSAIX - Volatility Comparison
The current volatility for PIMCO Inflation Response Multi-Asset Fund Institutional (PIRMX) is 2.43%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 6.34%. This indicates that PIRMX experiences smaller price fluctuations and is considered to be less risky 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
| PIRMX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.43% | 6.34% | -3.91% |
Volatility (6M)Calculated over the trailing 6-month period | 4.79% | 10.26% | -5.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.80% | 17.32% | -10.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.31% | 16.20% | -7.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.49% | 17.62% | -10.13% |