TIGRX vs. SSSYX
Compare and contrast key facts about TIAA-CREF Growth & Income Fund (TIGRX) and State Street Equity 500 Index Fund Class K (SSSYX).
TIGRX is managed by TIAA Investments. It was launched on Jul 1, 1999. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
TIGRX vs. SSSYX - Performance Comparison
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TIGRX vs. SSSYX - 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% | 23.72% |
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, TIGRX achieves a -6.84% return, which is significantly lower than SSSYX's -4.34% return. Both investments have delivered pretty close results over the past 10 years, with TIGRX having a 13.36% annualized return and SSSYX not far ahead at 14.02%.
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%
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
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TIGRX vs. SSSYX - Expense Ratio Comparison
TIGRX has a 0.40% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
TIGRX vs. SSSYX — Risk / Return Rank
TIGRX
SSSYX
TIGRX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Growth & Income Fund (TIGRX) and State Street Equity 500 Index Fund Class K (SSSYX). 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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.97 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.49 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.52 | -0.52 |
Martin ratioReturn relative to average drawdown | 3.86 | 7.30 | -3.44 |
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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.97 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.70 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.11 | +0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.11 | +0.29 |
Correlation
The correlation between TIGRX and SSSYX is 0.97, 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. SSSYX - Dividend Comparison
TIGRX's dividend yield for the trailing twelve months is around 14.88%, more than SSSYX's 1.51% 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% |
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
TIGRX vs. SSSYX - Drawdown Comparison
The maximum TIGRX drawdown since its inception was -49.52%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for TIGRX and SSSYX.
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Drawdown Indicators
| TIGRX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.52% | -91.48% | +41.96% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -12.10% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -27.16% | -24.49% | -2.67% |
Max Drawdown (10Y)Largest decline over 10 years | -35.56% | -91.48% | +55.92% |
Current DrawdownCurrent decline from peak | -8.60% | -6.22% | -2.38% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -4.20% | -7.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.52% | +0.61% |
Volatility
TIGRX vs. SSSYX - Volatility Comparison
TIAA-CREF Growth & Income Fund (TIGRX) has a higher volatility of 5.78% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 5.34%. This indicates that TIGRX's price experiences larger fluctuations and is considered to be riskier than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TIGRX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.78% | 5.34% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 9.53% | +0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.84% | 18.29% | +0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.57% | 16.89% | +5.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 124.43% | -103.09% |