TCSIX vs. TILGX
Compare and contrast key facts about TIAA-CREF Lifestyle Conservative Fund (TCSIX) and TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX).
TCSIX is managed by TIAA Investments. It was launched on Dec 8, 2011. TILGX is managed by TIAA Investments. It was launched on Mar 31, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TCSIX or TILGX.
Performance
TCSIX vs. TILGX - Performance Comparison
Returns By Period
In the year-to-date period, TCSIX achieves a 9.20% return, which is significantly lower than TILGX's 25.61% return. Over the past 10 years, TCSIX has underperformed TILGX with an annualized return of 5.19%, while TILGX has yielded a comparatively higher 14.77% annualized return.
TCSIX
9.20%
0.39%
4.86%
14.13%
5.27%
5.19%
TILGX
25.61%
3.20%
11.04%
32.29%
17.10%
14.77%
Key characteristics
| TCSIX | TILGX | |
|---|---|---|
| Sharpe Ratio | 2.45 | 1.81 |
| Sortino Ratio | 3.63 | 2.34 |
| Omega Ratio | 1.46 | 1.34 |
| Calmar Ratio | 1.80 | 2.37 |
| Martin Ratio | 14.99 | 9.27 |
| Ulcer Index | 0.94% | 3.48% |
| Daily Std Dev | 5.76% | 17.88% |
| Max Drawdown | -19.12% | -52.16% |
| Current Drawdown | -0.92% | -2.01% |
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TCSIX vs. TILGX - Expense Ratio Comparison
TCSIX has a 0.10% expense ratio, which is lower than TILGX's 0.40% expense ratio.
Correlation
The correlation between TCSIX and TILGX is 0.86, 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.
Risk-Adjusted Performance
TCSIX vs. TILGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifestyle Conservative Fund (TCSIX) and TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX). 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.
Dividends
TCSIX vs. TILGX - Dividend Comparison
TCSIX's dividend yield for the trailing twelve months is around 3.11%, more than TILGX's 0.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCSIX TIAA-CREF Lifestyle Conservative Fund | 3.11% | 2.95% | 2.85% | 2.76% | 2.38% | 1.84% | 2.78% | 2.57% | 2.27% | 2.30% | 2.62% | 2.56% |
TILGX TIAA-CREF Large-Cap Growth Fund Institutional Class | 0.18% | 0.22% | 0.42% | 0.14% | 0.50% | 0.42% | 0.69% | 0.48% | 0.61% | 0.37% | 0.33% | 0.37% |
Drawdowns
TCSIX vs. TILGX - Drawdown Comparison
The maximum TCSIX drawdown since its inception was -19.12%, smaller than the maximum TILGX drawdown of -52.16%. Use the drawdown chart below to compare losses from any high point for TCSIX and TILGX. For additional features, visit the drawdowns tool.
Volatility
TCSIX vs. TILGX - Volatility Comparison
The current volatility for TIAA-CREF Lifestyle Conservative Fund (TCSIX) is 1.38%, while TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX) has a volatility of 5.25%. This indicates that TCSIX experiences smaller price fluctuations and is considered to be less risky than TILGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.