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TIGRX vs. VITPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TIGRX vs. VITPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TIAA-CREF Growth & Income Fund (TIGRX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). The values are adjusted to include any dividend payments, if applicable.

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TIGRX vs. VITPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VITPX
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares
-3.97%17.17%25.43%26.01%-19.48%25.76%20.95%30.87%-5.59%20.51%

Returns By Period

In the year-to-date period, TIGRX achieves a -6.84% return, which is significantly lower than VITPX's -3.97% return. Both investments have delivered pretty close results over the past 10 years, with TIGRX having a 13.36% annualized return and VITPX not far ahead at 13.67%.


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%

VITPX

1D
2.97%
1M
-5.09%
YTD
-3.97%
6M
-1.95%
1Y
17.76%
3Y*
18.40%
5Y*
10.81%
10Y*
13.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TIGRX vs. VITPX - Expense Ratio Comparison

TIGRX has a 0.40% expense ratio, which is higher than VITPX's 0.02% expense ratio.


Return for Risk

TIGRX vs. VITPX — Risk / Return Rank

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

TIGRX
TIGRX Risk / Return Rank: 3131
Overall Rank
TIGRX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
TIGRX Sortino Ratio Rank: 3030
Sortino Ratio Rank
TIGRX Omega Ratio Rank: 3030
Omega Ratio Rank
TIGRX Calmar Ratio Rank: 3434
Calmar Ratio Rank
TIGRX Martin Ratio Rank: 3434
Martin Ratio Rank

VITPX
VITPX Risk / Return Rank: 5858
Overall Rank
VITPX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
VITPX Sortino Ratio Rank: 5353
Sortino Ratio Rank
VITPX Omega Ratio Rank: 5555
Omega Ratio Rank
VITPX Calmar Ratio Rank: 6262
Calmar Ratio Rank
VITPX Martin Ratio Rank: 7474
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.

TIGRX vs. VITPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Growth & Income Fund (TIGRX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). 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.


TIGRXVITPXDifference

Sharpe ratio

Return per unit of total volatility

0.73

0.98

-0.26

Sortino ratio

Return per unit of downside risk

1.14

1.50

-0.36

Omega ratio

Gain probability vs. loss probability

1.17

1.23

-0.06

Calmar ratio

Return relative to maximum drawdown

1.00

1.51

-0.51

Martin ratio

Return relative to average drawdown

3.86

7.25

-3.39

TIGRX vs. VITPX - Sharpe Ratio Comparison

The current TIGRX Sharpe Ratio is 0.73, which is comparable to the VITPX Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of TIGRX and VITPX, 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


TIGRXVITPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.73

0.98

-0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.63

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

0.75

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.47

-0.07

Correlation

The correlation between TIGRX and VITPX is 0.98, 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. VITPX - Dividend Comparison

TIGRX's dividend yield for the trailing twelve months is around 14.88%, more than VITPX's 2.61% yield.


TTM20252024202320222021202020192018201720162015
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%
VITPX
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares
2.61%2.64%4.14%2.41%6.48%5.38%11.57%2.91%3.93%1.90%2.80%2.30%

Drawdowns

TIGRX vs. VITPX - Drawdown Comparison

The maximum TIGRX drawdown since its inception was -49.52%, smaller than the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for TIGRX and VITPX.


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Drawdown Indicators


TIGRXVITPXDifference

Max Drawdown

Largest peak-to-trough decline

-49.52%

-55.28%

+5.76%

Max Drawdown (1Y)

Largest decline over 1 year

-12.10%

-12.41%

+0.31%

Max Drawdown (5Y)

Largest decline over 5 years

-27.16%

-25.31%

-1.85%

Max Drawdown (10Y)

Largest decline over 10 years

-35.56%

-34.99%

-0.57%

Current Drawdown

Current decline from peak

-8.60%

-6.21%

-2.39%

Average Drawdown

Average peak-to-trough decline

-11.24%

-8.07%

-3.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.13%

2.59%

+0.54%

Volatility

TIGRX vs. VITPX - Volatility Comparison

TIAA-CREF Growth & Income Fund (TIGRX) has a higher volatility of 5.78% compared to Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) at 5.49%. This indicates that TIGRX's price experiences larger fluctuations and is considered to be riskier than VITPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TIGRXVITPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.78%

5.49%

+0.29%

Volatility (6M)

Calculated over the trailing 6-month period

10.49%

9.79%

+0.70%

Volatility (1Y)

Calculated over the trailing 1-year period

18.84%

18.61%

+0.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.57%

17.37%

+5.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.34%

18.40%

+2.94%