TILGX vs. TCSIX
Compare and contrast key facts about TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX) and TIAA-CREF Lifestyle Conservative Fund (TCSIX).
TILGX is managed by TIAA Investments. It was launched on Mar 31, 2006. TCSIX is managed by TIAA Investments. It was launched on Dec 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TILGX or TCSIX.
Key characteristics
| TILGX | TCSIX | |
|---|---|---|
| YTD Return | 27.77% | 9.88% |
| 1Y Return | 41.82% | 17.85% |
| 3Y Return (Ann) | 7.08% | 1.96% |
| 5Y Return (Ann) | 17.80% | 5.50% |
| 10Y Return (Ann) | 15.13% | 5.34% |
| Sharpe Ratio | 2.28 | 2.92 |
| Sortino Ratio | 2.89 | 4.39 |
| Omega Ratio | 1.43 | 1.57 |
| Calmar Ratio | 2.94 | 1.69 |
| Martin Ratio | 11.79 | 18.83 |
| Ulcer Index | 3.47% | 0.92% |
| Daily Std Dev | 17.93% | 5.90% |
| Max Drawdown | -52.16% | -19.12% |
| Current Drawdown | 0.00% | -0.31% |
Correlation
The correlation between TILGX and TCSIX is 0.86, 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.
Performance
TILGX vs. TCSIX - Performance Comparison
In the year-to-date period, TILGX achieves a 27.77% return, which is significantly higher than TCSIX's 9.88% return. Over the past 10 years, TILGX has outperformed TCSIX with an annualized return of 15.13%, while TCSIX has yielded a comparatively lower 5.34% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TILGX vs. TCSIX - Expense Ratio Comparison
TILGX has a 0.40% expense ratio, which is higher than TCSIX's 0.10% expense ratio.
Risk-Adjusted Performance
TILGX vs. TCSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX) and TIAA-CREF Lifestyle Conservative Fund (TCSIX). 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.
Dividends
TILGX vs. TCSIX - Dividend Comparison
TILGX's dividend yield for the trailing twelve months is around 0.17%, less than TCSIX's 3.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TILGX TIAA-CREF Large-Cap Growth Fund Institutional Class | 0.17% | 0.22% | 0.42% | 0.14% | 0.50% | 0.42% | 0.69% | 0.48% | 0.61% | 0.37% | 0.33% | 0.37% |
TCSIX TIAA-CREF Lifestyle Conservative Fund | 3.10% | 2.95% | 2.85% | 2.76% | 2.38% | 1.84% | 2.78% | 2.57% | 2.27% | 2.30% | 2.62% | 2.56% |
Drawdowns
TILGX vs. TCSIX - Drawdown Comparison
The maximum TILGX drawdown since its inception was -52.16%, which is greater than TCSIX's maximum drawdown of -19.12%. Use the drawdown chart below to compare losses from any high point for TILGX and TCSIX. For additional features, visit the drawdowns tool.
Volatility
TILGX vs. TCSIX - Volatility Comparison
TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX) has a higher volatility of 5.00% compared to TIAA-CREF Lifestyle Conservative Fund (TCSIX) at 1.46%. This indicates that TILGX's price experiences larger fluctuations and is considered to be riskier than TCSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.