TILGX vs. MRFOX
Compare and contrast key facts about TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX) and Marshfield Concentrated Opportunity Fund (MRFOX).
TILGX is managed by TIAA Investments. It was launched on Mar 31, 2006. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Performance
TILGX vs. MRFOX - Performance Comparison
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TILGX vs. MRFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TILGX TIAA-CREF Large-Cap Growth Fund Institutional Class | -8.83% | 15.25% | 29.23% | 47.05% | -32.76% | 16.84% | 44.23% | 30.76% | -0.38% | 33.89% |
MRFOX Marshfield Concentrated Opportunity Fund | -2.97% | 10.05% | 17.10% | 17.68% | 5.06% | 17.71% | 15.19% | 36.26% | 1.89% | 25.92% |
Returns By Period
In the year-to-date period, TILGX achieves a -8.83% return, which is significantly lower than MRFOX's -2.97% return. Both investments have delivered pretty close results over the past 10 years, with TILGX having a 14.95% annualized return and MRFOX not far ahead at 15.31%.
TILGX
- 1D
- 3.55%
- 1M
- -5.15%
- YTD
- -8.83%
- 6M
- -8.00%
- 1Y
- 17.43%
- 3Y*
- 19.48%
- 5Y*
- 8.44%
- 10Y*
- 14.95%
MRFOX
- 1D
- 1.16%
- 1M
- -4.29%
- YTD
- -2.97%
- 6M
- -3.36%
- 1Y
- 3.66%
- 3Y*
- 12.79%
- 5Y*
- 10.99%
- 10Y*
- 15.31%
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TILGX vs. MRFOX - Expense Ratio Comparison
TILGX has a 0.40% expense ratio, which is lower than MRFOX's 1.05% expense ratio.
Return for Risk
TILGX vs. MRFOX — Risk / Return Rank
TILGX
MRFOX
TILGX vs. MRFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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.
| TILGX | MRFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.33 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.34 | 0.57 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.07 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.68 | +0.32 |
Martin ratioReturn relative to average drawdown | 3.43 | 1.75 | +1.68 |
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
| TILGX | MRFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.33 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.92 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 1.07 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 1.06 | -0.53 |
Correlation
The correlation between TILGX and MRFOX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TILGX vs. MRFOX - Dividend Comparison
TILGX's dividend yield for the trailing twelve months is around 15.22%, more than MRFOX's 1.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TILGX TIAA-CREF Large-Cap Growth Fund Institutional Class | 15.22% | 13.87% | 6.41% | 0.22% | 0.42% | 10.49% | 37.04% | 4.41% | 14.12% | 3.83% | 1.82% | 3.80% |
MRFOX Marshfield Concentrated Opportunity Fund | 1.67% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% | 0.00% |
Drawdowns
TILGX vs. MRFOX - Drawdown Comparison
The maximum TILGX drawdown since its inception was -52.16%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for TILGX and MRFOX.
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Drawdown Indicators
| TILGX | MRFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.16% | -29.10% | -23.06% |
Max Drawdown (1Y)Largest decline over 1 year | -15.19% | -7.09% | -8.10% |
Max Drawdown (5Y)Largest decline over 5 years | -37.86% | -12.98% | -24.88% |
Max Drawdown (10Y)Largest decline over 10 years | -37.86% | -29.10% | -8.76% |
Current DrawdownCurrent decline from peak | -12.17% | -5.32% | -6.85% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -2.37% | -6.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 2.77% | +1.67% |
Volatility
TILGX vs. MRFOX - Volatility Comparison
TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX) has a higher volatility of 6.44% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 3.04%. This indicates that TILGX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TILGX | MRFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.44% | 3.04% | +3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 12.66% | 7.08% | +5.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.33% | 11.83% | +10.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.94% | 12.04% | +9.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.59% | 14.29% | +7.30% |