TILVX vs. TISCX
TILVX (TIAA-CREF Large-Cap Value Index Fund) and TISCX (TIAA-CREF Social Choice Equity Fund) are both mutual funds - TILVX is a Large Cap Value Equities fund managed by TIAA Investments, while TISCX is a Large Cap Blend Equities fund managed by TIAA Investments. Over the past 10 years, TILVX returned 11.10%/yr vs 14.46%/yr for TISCX. Their correlation of 0.94 suggests significant overlap in exposure. TILVX charges 0.05%/yr vs 0.17%/yr for TISCX.
Performance
TILVX vs. TISCX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with TILVX having a 14.30% return and TISCX slightly lower at 13.71%. Over the past 10 years, TILVX has underperformed TISCX with an annualized return of 11.10%, while TISCX has yielded a comparatively higher 14.46% annualized return.
TILVX
- 1D
- 0.79%
- 1M
- 4.27%
- YTD
- 14.30%
- 6M
- 14.82%
- 1Y
- 28.25%
- 3Y*
- 18.53%
- 5Y*
- 10.41%
- 10Y*
- 11.10%
TISCX
- 1D
- 0.47%
- 1M
- 6.10%
- YTD
- 13.71%
- 6M
- 14.34%
- 1Y
- 26.88%
- 3Y*
- 21.09%
- 5Y*
- 12.07%
- 10Y*
- 14.46%
TILVX vs. TISCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TILVX TIAA-CREF Large-Cap Value Index Fund | 14.30% | 15.81% | 14.26% | 11.49% | -7.57% | 25.05% | 2.90% | 26.48% | -8.38% | 10.93% |
TISCX TIAA-CREF Social Choice Equity Fund | 13.71% | 16.51% | 18.23% | 22.53% | -17.80% | 26.54% | 20.34% | 31.55% | -5.74% | 19.01% |
Correlation
The correlation between TILVX and TISCX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2002 | 0.94 |
The correlation between TILVX and TISCX shifts across timeframes, from 0.82 (1 year) to 0.94 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
TILVX vs. TISCX — Risk / Return Rank
TILVX
TISCX
TILVX vs. TISCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Large-Cap Value Index Fund (TILVX) and TIAA-CREF Social Choice Equity Fund (TISCX). 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.
| TILVX | TISCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.39 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 4.30 | 3.20 | +1.10 |
| Martin ratioReturn relative to average drawdown | 18.01 | 13.41 | +4.60 |
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
| TILVX | TISCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.70 | 2.19 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.63 | +0.08 |
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 | 0.48 | 0.42 | +0.05 |
Drawdowns
TILVX vs. TISCX - Drawdown Comparison
The maximum TILVX drawdown since its inception was -60.05%, which is greater than TISCX's maximum drawdown of -54.65%. Use the drawdown chart below to compare losses from any high point for TILVX and TISCX.
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Drawdown Indicators
| TILVX | TISCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.05% | -54.65% | -5.40% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -8.76% | +1.96% |
Max Drawdown (3Y)Largest decline over 3 years | -15.58% | -28.29% | +12.71% |
Max Drawdown (5Y)Largest decline over 5 years | -19.00% | -28.29% | +9.29% |
Max Drawdown (10Y)Largest decline over 10 years | -40.15% | -34.89% | -5.26% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -8.26% | -10.09% | +1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 2.08% | -0.46% |
Volatility
TILVX vs. TISCX - Volatility Comparison
TIAA-CREF Large-Cap Value Index Fund (TILVX) and TIAA-CREF Social Choice Equity Fund (TISCX) have volatilities of 3.04% and 3.05%, 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.
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Volatility by Period
| TILVX | TISCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 3.05% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.19% | 9.86% | -1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.84% | 12.79% | -1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.82% | 19.31% | -4.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.66% | 19.39% | -1.73% |
TILVX vs. TISCX - Expense Ratio Comparison
TILVX has a 0.05% expense ratio, which is lower than TISCX's 0.17% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
TILVX vs. TISCX - Dividend Comparison
TILVX's dividend yield for the trailing twelve months is around 5.21%, less than TISCX's 6.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TILVX TIAA-CREF Large-Cap Value Index Fund | 5.21% | 5.96% | 3.04% | 4.90% | 4.57% | 3.77% | 2.26% | 7.05% | 4.68% | 2.01% | 3.14% | 4.24% |
TISCX TIAA-CREF Social Choice Equity Fund | 6.82% | 7.75% | 16.74% | 5.64% | 4.99% | 9.46% | 1.38% | 4.84% | 9.85% | 2.38% | 6.84% | 3.51% |
Frequently Asked Questions
TILVX and TISCX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TISCX has higher volatility (3.05%) compared to TILVX (3.04%). In terms of maximum drawdown, TILVX dropped -60.05% vs TISCX's -54.65%.
TILVX currently has the higher Sharpe Ratio (2.70 vs 2.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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