TIBFX vs. POMIX
Compare and contrast key facts about TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) and T. Rowe Price Total Equity Market Index Fund (POMIX).
TIBFX is managed by TIAA Investments. It was launched on Mar 31, 2006. POMIX is managed by T. Rowe Price. It was launched on Jan 30, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIBFX or POMIX.
Key characteristics
| TIBFX | POMIX | |
|---|---|---|
| YTD Return | 3.92% | 26.01% |
| 1Y Return | 10.80% | 40.27% |
| 3Y Return (Ann) | -1.86% | 8.67% |
| 5Y Return (Ann) | 0.54% | 15.02% |
| 10Y Return (Ann) | 1.75% | 12.64% |
| Sharpe Ratio | 1.84 | 2.98 |
| Sortino Ratio | 2.75 | 4.01 |
| Omega Ratio | 1.33 | 1.56 |
| Calmar Ratio | 0.66 | 4.18 |
| Martin Ratio | 7.67 | 19.81 |
| Ulcer Index | 1.31% | 1.97% |
| Daily Std Dev | 5.46% | 13.13% |
| Max Drawdown | -19.55% | -55.54% |
| Current Drawdown | -5.95% | 0.00% |
Correlation
The correlation between TIBFX and POMIX is -0.13. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
TIBFX vs. POMIX - Performance Comparison
In the year-to-date period, TIBFX achieves a 3.92% return, which is significantly lower than POMIX's 26.01% return. Over the past 10 years, TIBFX has underperformed POMIX with an annualized return of 1.75%, while POMIX has yielded a comparatively higher 12.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TIBFX vs. POMIX - Expense Ratio Comparison
TIBFX has a 0.30% expense ratio, which is higher than POMIX's 0.20% expense ratio.
Risk-Adjusted Performance
TIBFX vs. POMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) and T. Rowe Price Total Equity Market Index Fund (POMIX). 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
TIBFX vs. POMIX - Dividend Comparison
TIBFX's dividend yield for the trailing twelve months is around 4.51%, more than POMIX's 0.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIBFX TIAA-CREF Core Plus Bond Fund Institutional Class | 4.51% | 4.19% | 3.49% | 2.38% | 2.75% | 3.05% | 3.38% | 3.10% | 3.18% | 3.02% | 2.73% | 2.76% |
POMIX T. Rowe Price Total Equity Market Index Fund | 0.95% | 1.20% | 1.46% | 1.02% | 1.17% | 1.52% | 1.77% | 1.43% | 1.62% | 1.78% | 1.41% | 1.27% |
Drawdowns
TIBFX vs. POMIX - Drawdown Comparison
The maximum TIBFX drawdown since its inception was -19.55%, smaller than the maximum POMIX drawdown of -55.54%. Use the drawdown chart below to compare losses from any high point for TIBFX and POMIX. For additional features, visit the drawdowns tool.
Volatility
TIBFX vs. POMIX - Volatility Comparison
The current volatility for TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) is 1.58%, while T. Rowe Price Total Equity Market Index Fund (POMIX) has a volatility of 4.06%. This indicates that TIBFX experiences smaller price fluctuations and is considered to be less risky than POMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.