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TAIAX vs. TSITX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TAIAX and TSITX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

TAIAX vs. TSITX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) and TIAA-CREF Lifestyle Income Fund (TSITX). The values are adjusted to include any dividend payments, if applicable.

40.00%60.00%80.00%100.00%120.00%140.00%December2025FebruaryMarchAprilMay
120.84%
48.67%
TAIAX
TSITX

Key characteristics

Sharpe Ratio

TAIAX:

0.45

TSITX:

1.44

Sortino Ratio

TAIAX:

0.70

TSITX:

2.07

Omega Ratio

TAIAX:

1.11

TSITX:

1.27

Calmar Ratio

TAIAX:

0.41

TSITX:

1.14

Martin Ratio

TAIAX:

1.47

TSITX:

6.69

Ulcer Index

TAIAX:

2.78%

TSITX:

0.92%

Daily Std Dev

TAIAX:

8.33%

TSITX:

4.30%

Max Drawdown

TAIAX:

-21.42%

TSITX:

-16.75%

Current Drawdown

TAIAX:

-4.02%

TSITX:

-0.50%

Returns By Period

In the year-to-date period, TAIAX achieves a 1.04% return, which is significantly lower than TSITX's 1.54% return. Over the past 10 years, TAIAX has outperformed TSITX with an annualized return of 4.73%, while TSITX has yielded a comparatively lower 2.56% annualized return.


TAIAX

YTD

1.04%

1M

6.62%

6M

-3.03%

1Y

3.69%

5Y*

6.34%

10Y*

4.73%

TSITX

YTD

1.54%

1M

2.95%

6M

0.87%

1Y

6.16%

5Y*

2.62%

10Y*

2.56%

*Annualized

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TAIAX vs. TSITX - Expense Ratio Comparison

TAIAX has a 0.34% expense ratio, which is higher than TSITX's 0.10% expense ratio.


Risk-Adjusted Performance

TAIAX vs. TSITX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TAIAX
The Risk-Adjusted Performance Rank of TAIAX is 5151
Overall Rank
The Sharpe Ratio Rank of TAIAX is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of TAIAX is 4949
Sortino Ratio Rank
The Omega Ratio Rank of TAIAX is 5151
Omega Ratio Rank
The Calmar Ratio Rank of TAIAX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of TAIAX is 4949
Martin Ratio Rank

TSITX
The Risk-Adjusted Performance Rank of TSITX is 8888
Overall Rank
The Sharpe Ratio Rank of TSITX is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of TSITX is 8888
Sortino Ratio Rank
The Omega Ratio Rank of TSITX is 8787
Omega Ratio Rank
The Calmar Ratio Rank of TSITX is 8787
Calmar Ratio Rank
The Martin Ratio Rank of TSITX is 9191
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.

TAIAX vs. TSITX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) and TIAA-CREF Lifestyle Income Fund (TSITX). 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.


The current TAIAX Sharpe Ratio is 0.45, which is lower than the TSITX Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of TAIAX and TSITX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.45
1.44
TAIAX
TSITX

Dividends

TAIAX vs. TSITX - Dividend Comparison

TAIAX's dividend yield for the trailing twelve months is around 5.08%, more than TSITX's 3.86% yield.


TTM20242023202220212020201920182017201620152014
TAIAX
American Funds Tax-Aware Conservative Growth and Income Portfolio
5.08%5.16%4.29%4.37%3.40%2.65%3.06%4.54%4.04%3.54%3.38%3.64%
TSITX
TIAA-CREF Lifestyle Income Fund
3.86%3.83%3.29%2.53%2.21%2.34%2.47%2.71%2.43%2.35%2.35%2.26%

Drawdowns

TAIAX vs. TSITX - Drawdown Comparison

The maximum TAIAX drawdown since its inception was -21.42%, which is greater than TSITX's maximum drawdown of -16.75%. Use the drawdown chart below to compare losses from any high point for TAIAX and TSITX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%December2025FebruaryMarchAprilMay
-4.02%
-0.50%
TAIAX
TSITX

Volatility

TAIAX vs. TSITX - Volatility Comparison

American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) has a higher volatility of 3.80% compared to TIAA-CREF Lifestyle Income Fund (TSITX) at 1.80%. This indicates that TAIAX's price experiences larger fluctuations and is considered to be riskier than TSITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%December2025FebruaryMarchAprilMay
3.80%
1.80%
TAIAX
TSITX