TIBFX vs. TILGX
Compare and contrast key facts about TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) and TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX).
TIBFX is managed by TIAA Investments. It was launched on Mar 31, 2006. 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: TIBFX or TILGX.
Key characteristics
| TIBFX | TILGX | |
|---|---|---|
| YTD Return | 3.92% | 27.77% |
| 1Y Return | 10.80% | 41.82% |
| 3Y Return (Ann) | -1.86% | 7.08% |
| 5Y Return (Ann) | 0.54% | 17.80% |
| 10Y Return (Ann) | 1.75% | 15.13% |
| Sharpe Ratio | 1.84 | 2.28 |
| Sortino Ratio | 2.75 | 2.89 |
| Omega Ratio | 1.33 | 1.43 |
| Calmar Ratio | 0.66 | 2.94 |
| Martin Ratio | 7.67 | 11.79 |
| Ulcer Index | 1.31% | 3.47% |
| Daily Std Dev | 5.46% | 17.93% |
| Max Drawdown | -19.55% | -52.16% |
| Current Drawdown | -5.95% | 0.00% |
Correlation
The correlation between TIBFX and TILGX is -0.11. 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. TILGX - Performance Comparison
In the year-to-date period, TIBFX achieves a 3.92% return, which is significantly lower than TILGX's 27.77% return. Over the past 10 years, TIBFX has underperformed TILGX with an annualized return of 1.75%, while TILGX has yielded a comparatively higher 15.13% 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. TILGX - Expense Ratio Comparison
TIBFX has a 0.30% expense ratio, which is lower than TILGX's 0.40% expense ratio.
Risk-Adjusted Performance
TIBFX vs. TILGX - 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 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
TIBFX vs. TILGX - Dividend Comparison
TIBFX's dividend yield for the trailing twelve months is around 4.51%, more than TILGX's 0.17% 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% |
TILGX TIAA-CREF Large-Cap Growth Fund Institutional Class | 0.17% | 0.22% | 0.42% | 0.14% | 0.50% | 0.42% | 0.69% | 0.48% | 0.61% | 0.37% | 0.33% | 0.37% |
Drawdowns
TIBFX vs. TILGX - Drawdown Comparison
The maximum TIBFX drawdown since its inception was -19.55%, smaller than the maximum TILGX drawdown of -52.16%. Use the drawdown chart below to compare losses from any high point for TIBFX and TILGX. For additional features, visit the drawdowns tool.
Volatility
TIBFX vs. TILGX - Volatility Comparison
The current volatility for TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) is 1.58%, while TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX) has a volatility of 5.00%. This indicates that TIBFX 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.