TILGX vs. TIBFX
Compare and contrast key facts about TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX) and TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX).
TILGX is managed by TIAA Investments. It was launched on Mar 31, 2006. TIBFX is managed by TIAA Investments. It was launched on Mar 31, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TILGX or TIBFX.
Performance
TILGX vs. TIBFX - Performance Comparison
Returns By Period
In the year-to-date period, TILGX achieves a 25.78% return, which is significantly higher than TIBFX's 3.13% return. Over the past 10 years, TILGX has outperformed TIBFX with an annualized return of 14.79%, while TIBFX has yielded a comparatively lower 1.66% annualized return.
TILGX
25.78%
1.61%
11.82%
32.47%
17.14%
14.79%
TIBFX
3.13%
-0.37%
3.83%
8.34%
0.26%
1.66%
Key characteristics
| TILGX | TIBFX | |
|---|---|---|
| Sharpe Ratio | 1.86 | 1.57 |
| Sortino Ratio | 2.40 | 2.33 |
| Omega Ratio | 1.35 | 1.28 |
| Calmar Ratio | 2.44 | 0.59 |
| Martin Ratio | 9.55 | 5.89 |
| Ulcer Index | 3.48% | 1.42% |
| Daily Std Dev | 17.89% | 5.31% |
| Max Drawdown | -52.16% | -19.55% |
| Current Drawdown | -1.88% | -6.66% |
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TILGX vs. TIBFX - Expense Ratio Comparison
TILGX has a 0.40% expense ratio, which is higher than TIBFX's 0.30% expense ratio.
Correlation
The correlation between TILGX and TIBFX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Risk-Adjusted Performance
TILGX vs. TIBFX - 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 Core Plus Bond Fund Institutional Class (TIBFX). 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. TIBFX - Dividend Comparison
TILGX's dividend yield for the trailing twelve months is around 0.18%, less than TIBFX's 4.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TILGX TIAA-CREF Large-Cap Growth Fund Institutional Class | 0.18% | 0.22% | 0.42% | 0.14% | 0.50% | 0.42% | 0.69% | 0.48% | 0.61% | 0.37% | 0.33% | 0.37% |
TIBFX TIAA-CREF Core Plus Bond Fund Institutional Class | 4.55% | 4.19% | 3.49% | 2.38% | 2.75% | 3.05% | 3.38% | 3.10% | 3.18% | 3.02% | 2.73% | 2.76% |
Drawdowns
TILGX vs. TIBFX - Drawdown Comparison
The maximum TILGX drawdown since its inception was -52.16%, which is greater than TIBFX's maximum drawdown of -19.55%. Use the drawdown chart below to compare losses from any high point for TILGX and TIBFX. For additional features, visit the drawdowns tool.
Volatility
TILGX vs. TIBFX - Volatility Comparison
TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX) has a higher volatility of 5.24% compared to TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) at 1.42%. This indicates that TILGX's price experiences larger fluctuations and is considered to be riskier than TIBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.