TILGX vs. TIREX
Compare and contrast key facts about TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX) and TIAA-CREF Real Estate Securities Fund Institutional Class (TIREX).
TILGX is managed by TIAA Investments. It was launched on Mar 31, 2006. TIREX is managed by TIAA Investments. It was launched on Oct 1, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TILGX or TIREX.
Key characteristics
| TILGX | TIREX | |
|---|---|---|
| YTD Return | 27.77% | 11.65% |
| 1Y Return | 41.82% | 31.71% |
| 3Y Return (Ann) | 7.08% | -1.94% |
| 5Y Return (Ann) | 17.80% | 5.33% |
| 10Y Return (Ann) | 15.13% | 7.25% |
| Sharpe Ratio | 2.28 | 1.75 |
| Sortino Ratio | 2.89 | 2.53 |
| Omega Ratio | 1.43 | 1.31 |
| Calmar Ratio | 2.94 | 0.92 |
| Martin Ratio | 11.79 | 6.43 |
| Ulcer Index | 3.47% | 4.60% |
| Daily Std Dev | 17.93% | 16.88% |
| Max Drawdown | -52.16% | -74.18% |
| Current Drawdown | 0.00% | -10.76% |
Correlation
The correlation between TILGX and TIREX is 0.61, 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.
Performance
TILGX vs. TIREX - Performance Comparison
In the year-to-date period, TILGX achieves a 27.77% return, which is significantly higher than TIREX's 11.65% return. Over the past 10 years, TILGX has outperformed TIREX with an annualized return of 15.13%, while TIREX has yielded a comparatively lower 7.25% 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. TIREX - Expense Ratio Comparison
TILGX has a 0.40% expense ratio, which is lower than TIREX's 0.47% expense ratio.
Risk-Adjusted Performance
TILGX vs. TIREX - 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 Real Estate Securities Fund Institutional Class (TIREX). 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. TIREX - Dividend Comparison
TILGX's dividend yield for the trailing twelve months is around 0.17%, less than TIREX's 2.84% 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% |
TIREX TIAA-CREF Real Estate Securities Fund Institutional Class | 2.84% | 2.72% | 2.19% | 1.41% | 1.80% | 1.68% | 2.60% | 1.55% | 2.63% | 2.00% | 1.69% | 2.02% |
Drawdowns
TILGX vs. TIREX - Drawdown Comparison
The maximum TILGX drawdown since its inception was -52.16%, smaller than the maximum TIREX drawdown of -74.18%. Use the drawdown chart below to compare losses from any high point for TILGX and TIREX. For additional features, visit the drawdowns tool.
Volatility
TILGX vs. TIREX - Volatility Comparison
TIAA-CREF Large-Cap Growth Fund Institutional Class (TILGX) and TIAA-CREF Real Estate Securities Fund Institutional Class (TIREX) have volatilities of 5.00% and 5.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.