TISBX vs. TISEX
Compare and contrast key facts about TIAA-CREF Small-Cap Blend Index Fund (TISBX) and TIAA-CREF Quant Small-Cap Equity Fund (TISEX).
TISBX is managed by TIAA Investments. It was launched on Oct 1, 2002. TISEX 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: TISBX or TISEX.
Correlation
The correlation between TISBX and TISEX is 0.99, 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
TISBX vs. TISEX - Performance Comparison
Key characteristics
TISBX:
0.35
TISEX:
0.31
TISBX:
0.63
TISEX:
0.54
TISBX:
1.08
TISEX:
1.08
TISBX:
0.42
TISEX:
0.40
TISBX:
1.81
TISEX:
1.61
TISBX:
4.32%
TISEX:
4.39%
TISBX:
22.08%
TISEX:
22.96%
TISBX:
-58.62%
TISEX:
-59.91%
TISBX:
-13.54%
TISEX:
-17.05%
Returns By Period
In the year-to-date period, TISBX achieves a 5.42% return, which is significantly higher than TISEX's 5.12% return. Over the past 10 years, TISBX has underperformed TISEX with an annualized return of 7.33%, while TISEX has yielded a comparatively higher 8.34% annualized return.
TISBX
5.42%
-10.70%
5.00%
5.14%
6.25%
7.33%
TISEX
5.12%
-14.48%
-0.11%
4.70%
8.21%
8.34%
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TISBX vs. TISEX - Expense Ratio Comparison
TISBX has a 0.05% expense ratio, which is lower than TISEX's 0.41% expense ratio.
Risk-Adjusted Performance
TISBX vs. TISEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Small-Cap Blend Index Fund (TISBX) and TIAA-CREF Quant Small-Cap Equity Fund (TISEX). 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
TISBX vs. TISEX - Dividend Comparison
Neither TISBX nor TISEX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISBX TIAA-CREF Small-Cap Blend Index Fund | 0.00% | 1.76% | 1.61% | 1.25% | 1.06% | 1.38% | 1.60% | 1.48% | 1.59% | 1.79% | 1.65% | 1.40% |
TISEX TIAA-CREF Quant Small-Cap Equity Fund | 0.00% | 1.05% | 1.02% | 0.63% | 0.63% | 1.08% | 0.96% | 0.85% | 0.93% | 0.82% | 0.83% | 0.87% |
Drawdowns
TISBX vs. TISEX - Drawdown Comparison
The maximum TISBX drawdown since its inception was -58.62%, roughly equal to the maximum TISEX drawdown of -59.91%. Use the drawdown chart below to compare losses from any high point for TISBX and TISEX. For additional features, visit the drawdowns tool.
Volatility
TISBX vs. TISEX - Volatility Comparison
The current volatility for TIAA-CREF Small-Cap Blend Index Fund (TISBX) is 8.65%, while TIAA-CREF Quant Small-Cap Equity Fund (TISEX) has a volatility of 13.19%. This indicates that TISBX experiences smaller price fluctuations and is considered to be less risky than TISEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.