TISBX vs. TSBIX
Compare and contrast key facts about TIAA-CREF Small-Cap Blend Index Fund (TISBX) and TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX).
TISBX is managed by TIAA Investments. It was launched on Oct 1, 2002. TSBIX is managed by TIAA Investments.
Performance
TISBX vs. TSBIX - Performance Comparison
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TISBX vs. TSBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TISBX TIAA-CREF Small-Cap Blend Index Fund | 0.89% | 12.72% | 11.60% | 17.07% | -20.31% | 14.85% | 20.14% | 25.61% | -10.99% | 13.14% |
TSBIX TIAA-CREF Core Impact Bond Fund Institutional Class | -0.18% | 8.69% | 3.32% | 6.05% | -14.43% | -1.03% | 7.43% | 8.94% | 0.08% | 4.52% |
Returns By Period
In the year-to-date period, TISBX achieves a 0.89% return, which is significantly higher than TSBIX's -0.18% return. Over the past 10 years, TISBX has outperformed TSBIX with an annualized return of 9.78%, while TSBIX has yielded a comparatively lower 2.17% annualized return.
TISBX
- 1D
- 3.45%
- 1M
- -5.85%
- YTD
- 0.89%
- 6M
- 2.81%
- 1Y
- 25.58%
- 3Y*
- 13.07%
- 5Y*
- 3.52%
- 10Y*
- 9.78%
TSBIX
- 1D
- 0.22%
- 1M
- -1.74%
- YTD
- -0.18%
- 6M
- 1.06%
- 1Y
- 4.54%
- 3Y*
- 4.80%
- 5Y*
- 0.67%
- 10Y*
- 2.17%
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TISBX vs. TSBIX - Expense Ratio Comparison
TISBX has a 0.05% expense ratio, which is lower than TSBIX's 0.35% expense ratio.
Return for Risk
TISBX vs. TSBIX — Risk / Return Rank
TISBX
TSBIX
TISBX vs. TSBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Small-Cap Blend Index Fund (TISBX) and TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX). 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.
| TISBX | TSBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.15 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.64 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 2.12 | -0.51 |
Martin ratioReturn relative to average drawdown | 6.05 | 6.29 | -0.24 |
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
| TISBX | TSBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.15 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.12 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.45 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.56 | -0.19 |
Correlation
The correlation between TISBX and TSBIX is -0.09. 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.
Dividends
TISBX vs. TSBIX - Dividend Comparison
TISBX's dividend yield for the trailing twelve months is around 4.09%, less than TSBIX's 4.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISBX TIAA-CREF Small-Cap Blend Index Fund | 4.09% | 4.12% | 6.82% | 3.09% | 1.97% | 8.96% | 2.65% | 5.16% | 9.29% | 4.49% | 4.03% | 4.77% |
TSBIX TIAA-CREF Core Impact Bond Fund Institutional Class | 4.34% | 5.38% | 5.10% | 3.77% | 2.31% | 1.69% | 4.56% | 3.68% | 2.63% | 2.45% | 3.19% | 2.89% |
Drawdowns
TISBX vs. TSBIX - Drawdown Comparison
The maximum TISBX drawdown since its inception was -56.50%, which is greater than TSBIX's maximum drawdown of -19.21%. Use the drawdown chart below to compare losses from any high point for TISBX and TSBIX.
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Drawdown Indicators
| TISBX | TSBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.50% | -19.21% | -37.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.90% | -2.82% | -11.08% |
Max Drawdown (5Y)Largest decline over 5 years | -31.89% | -19.21% | -12.68% |
Max Drawdown (10Y)Largest decline over 10 years | -41.69% | -19.21% | -22.48% |
Current DrawdownCurrent decline from peak | -7.88% | -2.17% | -5.71% |
Average DrawdownAverage peak-to-trough decline | -9.74% | -3.58% | -6.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 0.95% | +2.75% |
Volatility
TISBX vs. TSBIX - Volatility Comparison
TIAA-CREF Small-Cap Blend Index Fund (TISBX) has a higher volatility of 7.49% compared to TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX) at 1.50%. This indicates that TISBX's price experiences larger fluctuations and is considered to be riskier than TSBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TISBX | TSBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.49% | 1.50% | +5.99% |
Volatility (6M)Calculated over the trailing 6-month period | 14.50% | 2.52% | +11.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.37% | 4.32% | +19.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.58% | 5.80% | +16.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.39% | 4.83% | +18.56% |