RBBAX vs. TSAIX
RBBAX (Columbia Income Builder Fund) and TSAIX (TIAA-CREF Lifestyle Aggressive Growth Fund) are both Diversified Portfolio funds. Over the past 10 years, RBBAX returned 5.05%/yr vs 11.59%/yr for TSAIX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. RBBAX charges 0.37%/yr vs 0.04%/yr for TSAIX.
Performance
RBBAX vs. TSAIX - Performance Comparison
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Returns By Period
In the year-to-date period, RBBAX achieves a 3.76% return, which is significantly lower than TSAIX's 8.84% return. Over the past 10 years, RBBAX has underperformed TSAIX with an annualized return of 5.05%, while TSAIX has yielded a comparatively higher 11.59% annualized return.
RBBAX
- 1D
- 0.32%
- 1M
- -0.15%
- 6M
- 2.09%
- YTD
- 3.76%
- 1Y
- 9.29%
- 3Y*
- 8.10%
- 5Y*
- 2.97%
- 10Y*
- 5.05%
- ALL TIME*
- 5.09%
TSAIX
- 1D
- 2.37%
- 1M
- -0.37%
- 6M
- 5.88%
- YTD
- 8.84%
- 1Y
- 19.07%
- 3Y*
- 16.04%
- 5Y*
- 8.89%
- 10Y*
- 11.59%
- ALL TIME*
- 11.63%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RBBAX vs. TSAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RBBAX Columbia Income Builder Fund | 3.76% | 11.15% | 4.96% | 9.02% | -12.87% | 6.08% | 10.15% | 13.77% | -2.66% | 7.51% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 8.84% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 19.69% | 27.97% | -11.27% | 22.35% |
Correlation
The correlation between RBBAX and TSAIX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2011 | 0.79 |
The correlation between RBBAX and TSAIX shifts across timeframes, from 0.69 (3 years) to 0.79 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RBBAX vs. TSAIX — Risk / Return Rank
RBBAX
TSAIX
RBBAX vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Income Builder Fund (RBBAX) 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.
| RBBAX | TSAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.63 | ||
| Sortino ratioReturn per unit of downside risk | +0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.24 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.30 | 1.81 | +0.49 |
| Martin ratioReturn relative to average drawdown | 9.28 | 7.59 | +1.69 |
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Drawdowns
RBBAX vs. TSAIX - Drawdown Comparison
The maximum RBBAX drawdown since its inception was -23.23%, smaller than the maximum TSAIX drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for RBBAX and TSAIX.
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Drawdown Indicators
| RBBAX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.23% | -34.58% | +11.35% |
Max Drawdown (1Y)Largest decline over 1 year | -3.93% | -10.28% | +6.35% |
Max Drawdown (3Y)Largest decline over 3 years | -6.05% | -17.29% | +11.24% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -28.28% | +10.22% |
Max Drawdown (10Y)Largest decline over 10 years | -18.06% | -34.58% | +16.52% |
Current DrawdownCurrent decline from peak | -0.78% | -1.63% | +0.85% |
Average DrawdownAverage peak-to-trough decline | -2.97% | -4.88% | +1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 2.44% | -1.47% |
Volatility
RBBAX vs. TSAIX - Volatility Comparison
The current volatility for Columbia Income Builder Fund (RBBAX) is 1.20%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 4.30%. This indicates that RBBAX 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
| RBBAX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | 4.30% | -3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 3.86% | 11.82% | -7.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.71% | 14.29% | -9.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.36% | 16.43% | -10.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.83% | 17.61% | -11.78% |
RBBAX vs. TSAIX - Expense Ratio Comparison
RBBAX has a 0.37% expense ratio, which is higher than TSAIX's 0.04% expense ratio.
Dividends
RBBAX vs. TSAIX - Dividend Comparison
RBBAX's dividend yield for the trailing twelve months is around 3.29%, less than TSAIX's 6.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBBAX Columbia Income Builder Fund | 3.29% | 3.85% | 3.95% | 3.82% | 4.94% | 4.73% | 4.07% | 3.90% | 3.92% | 3.47% | 3.01% | 6.84% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 6.78% | 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
RBBAX and TSAIX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TSAIX has higher volatility (4.30%) compared to RBBAX (1.20%). In terms of maximum drawdown, RBBAX dropped -23.23% vs TSAIX's -34.58%.
RBBAX currently has the higher Sharpe Ratio (1.93 vs 1.30), 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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