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TIEIX vs. QLD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TIEIX vs. QLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TIAA-CREF Equity Index Fund (TIEIX) and ProShares Ultra QQQ (QLD). The values are adjusted to include any dividend payments, if applicable.

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TIEIX vs. QLD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TIEIX
TIAA-CREF Equity Index Fund
-6.70%17.04%23.71%25.92%-19.18%25.64%20.82%30.89%-5.27%19.05%
QLD
ProShares Ultra QQQ
-13.35%30.36%42.82%117.72%-60.52%54.67%88.90%81.69%-8.31%70.34%

Returns By Period

In the year-to-date period, TIEIX achieves a -6.70% return, which is significantly higher than QLD's -13.35% return. Over the past 10 years, TIEIX has underperformed QLD with an annualized return of 13.08%, while QLD has yielded a comparatively higher 29.40% annualized return.


TIEIX

1D
-0.43%
1M
-7.68%
YTD
-6.70%
6M
-4.49%
1Y
14.63%
3Y*
16.66%
5Y*
10.18%
10Y*
13.08%

QLD

1D
6.72%
1M
-10.26%
YTD
-13.35%
6M
-11.03%
1Y
37.53%
3Y*
35.41%
5Y*
15.27%
10Y*
29.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TIEIX vs. QLD - Expense Ratio Comparison

TIEIX has a 0.05% expense ratio, which is lower than QLD's 0.95% expense ratio.


Return for Risk

TIEIX vs. QLD — Risk / Return Rank

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

TIEIX
TIEIX Risk / Return Rank: 4444
Overall Rank
TIEIX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
TIEIX Sortino Ratio Rank: 4444
Sortino Ratio Rank
TIEIX Omega Ratio Rank: 4848
Omega Ratio Rank
TIEIX Calmar Ratio Rank: 3838
Calmar Ratio Rank
TIEIX Martin Ratio Rank: 4848
Martin Ratio Rank

QLD
QLD Risk / Return Rank: 5757
Overall Rank
QLD Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
QLD Sortino Ratio Rank: 5959
Sortino Ratio Rank
QLD Omega Ratio Rank: 5858
Omega Ratio Rank
QLD Calmar Ratio Rank: 6363
Calmar Ratio Rank
QLD Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TIEIX vs. QLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Equity Index Fund (TIEIX) and ProShares Ultra QQQ (QLD). 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.


TIEIXQLDDifference

Sharpe ratio

Return per unit of total volatility

0.83

0.84

-0.01

Sortino ratio

Return per unit of downside risk

1.29

1.43

-0.14

Omega ratio

Gain probability vs. loss probability

1.19

1.20

-0.01

Calmar ratio

Return relative to maximum drawdown

0.98

1.49

-0.51

Martin ratio

Return relative to average drawdown

4.75

4.88

-0.13

TIEIX vs. QLD - Sharpe Ratio Comparison

The current TIEIX Sharpe Ratio is 0.83, which is comparable to the QLD Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of TIEIX and QLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TIEIXQLDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.83

0.84

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.34

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

0.66

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.53

-0.12

Correlation

The correlation between TIEIX and QLD is 0.89, 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.


Dividends

TIEIX vs. QLD - Dividend Comparison

TIEIX's dividend yield for the trailing twelve months is around 2.56%, more than QLD's 0.19% yield.


TTM20252024202320222021202020192018201720162015
TIEIX
TIAA-CREF Equity Index Fund
2.56%2.39%1.63%1.47%1.83%2.08%1.43%1.99%2.45%0.52%2.45%1.27%
QLD
ProShares Ultra QQQ
0.19%0.17%0.25%0.33%0.31%0.00%0.00%0.13%0.06%0.02%0.21%0.11%

Drawdowns

TIEIX vs. QLD - Drawdown Comparison

The maximum TIEIX drawdown since its inception was -55.55%, smaller than the maximum QLD drawdown of -83.13%. Use the drawdown chart below to compare losses from any high point for TIEIX and QLD.


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Drawdown Indicators


TIEIXQLDDifference

Max Drawdown

Largest peak-to-trough decline

-55.55%

-83.13%

+27.58%

Max Drawdown (1Y)

Largest decline over 1 year

-12.37%

-25.13%

+12.76%

Max Drawdown (5Y)

Largest decline over 5 years

-25.06%

-63.68%

+38.62%

Max Drawdown (10Y)

Largest decline over 10 years

-34.90%

-63.68%

+28.78%

Current Drawdown

Current decline from peak

-8.84%

-20.10%

+11.26%

Average Drawdown

Average peak-to-trough decline

-10.36%

-18.30%

+7.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.61%

7.67%

-5.06%

Volatility

TIEIX vs. QLD - Volatility Comparison

The current volatility for TIAA-CREF Equity Index Fund (TIEIX) is 4.38%, while ProShares Ultra QQQ (QLD) has a volatility of 12.96%. This indicates that TIEIX experiences smaller price fluctuations and is considered to be less risky than QLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TIEIXQLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.38%

12.96%

-8.58%

Volatility (6M)

Calculated over the trailing 6-month period

9.32%

25.55%

-16.23%

Volatility (1Y)

Calculated over the trailing 1-year period

18.41%

44.91%

-26.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.28%

44.77%

-27.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.36%

44.47%

-26.11%