TIGRX vs. PAGDX
Compare and contrast key facts about TIAA-CREF Growth & Income Fund (TIGRX) and Permanent Portfolio Aggressive Growth Fund Class A (PAGDX).
TIGRX is managed by TIAA Investments. It was launched on Jul 1, 1999. PAGDX is an actively managed fund by Permanent Portfolio. It was launched on Jan 2, 1990.
Performance
TIGRX vs. PAGDX - Performance Comparison
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TIGRX vs. PAGDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TIGRX TIAA-CREF Growth & Income Fund | -6.84% | 13.92% | 29.01% | 32.97% | -22.15% | 25.55% | 20.49% | 30.29% | -7.33% | 22.71% |
PAGDX Permanent Portfolio Aggressive Growth Fund Class A | -0.34% | 36.58% | 44.15% | 38.39% | -26.25% | 24.53% | 37.32% | 40.01% | -12.62% | 19.29% |
Returns By Period
In the year-to-date period, TIGRX achieves a -6.84% return, which is significantly lower than PAGDX's -0.34% return.
TIGRX
- 1D
- 3.01%
- 1M
- -6.09%
- YTD
- -6.84%
- 6M
- -4.55%
- 1Y
- 13.06%
- 3Y*
- 18.18%
- 5Y*
- 10.71%
- 10Y*
- 13.36%
PAGDX
- 1D
- 3.72%
- 1M
- -5.55%
- YTD
- -0.34%
- 6M
- 4.17%
- 1Y
- 43.60%
- 3Y*
- 35.31%
- 5Y*
- 17.23%
- 10Y*
- —
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TIGRX vs. PAGDX - Expense Ratio Comparison
TIGRX has a 0.40% expense ratio, which is lower than PAGDX's 1.46% expense ratio.
Return for Risk
TIGRX vs. PAGDX — Risk / Return Rank
TIGRX
PAGDX
TIGRX vs. PAGDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Growth & Income Fund (TIGRX) and Permanent Portfolio Aggressive Growth Fund Class A (PAGDX). 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.
| TIGRX | PAGDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.73 | -1.00 |
Sortino ratioReturn per unit of downside risk | 1.14 | 2.47 | -1.32 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.37 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 3.19 | -2.19 |
Martin ratioReturn relative to average drawdown | 3.86 | 16.11 | -12.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TIGRX | PAGDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.73 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.71 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.76 | -0.36 |
Correlation
The correlation between TIGRX and PAGDX 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
TIGRX vs. PAGDX - Dividend Comparison
TIGRX's dividend yield for the trailing twelve months is around 14.88%, more than PAGDX's 0.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIGRX TIAA-CREF Growth & Income Fund | 14.88% | 14.09% | 11.70% | 24.27% | 9.52% | 19.80% | 7.44% | 6.61% | 9.98% | 4.60% | 3.06% | 8.41% |
PAGDX Permanent Portfolio Aggressive Growth Fund Class A | 0.03% | 0.03% | 5.48% | 2.59% | 7.53% | 6.80% | 14.94% | 16.97% | 12.25% | 8.50% | 0.00% | 0.00% |
Drawdowns
TIGRX vs. PAGDX - Drawdown Comparison
The maximum TIGRX drawdown since its inception was -49.52%, which is greater than PAGDX's maximum drawdown of -38.03%. Use the drawdown chart below to compare losses from any high point for TIGRX and PAGDX.
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Drawdown Indicators
| TIGRX | PAGDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.52% | -38.03% | -11.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -13.80% | +1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -27.16% | -36.66% | +9.50% |
Max Drawdown (10Y)Largest decline over 10 years | -35.56% | — | — |
Current DrawdownCurrent decline from peak | -8.60% | -5.78% | -2.82% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -7.46% | -3.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.73% | +0.40% |
Volatility
TIGRX vs. PAGDX - Volatility Comparison
The current volatility for TIAA-CREF Growth & Income Fund (TIGRX) is 5.78%, while Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) has a volatility of 6.78%. This indicates that TIGRX experiences smaller price fluctuations and is considered to be less risky than PAGDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TIGRX | PAGDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.78% | 6.78% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 13.91% | -3.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.84% | 25.70% | -6.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.57% | 24.53% | -1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 25.10% | -3.76% |