TISCX vs. NAESX

In the year-to-date period, TISCX achieves a 3.92% return, which is significantly higher than NAESX's -3.02% return. Over the past 10 years, TISCX has underperformed NAESX with an annualized return of 6.37%, while NAESX has yielded a comparatively higher 8.00% annualized return.

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Both TISCX and NAESX have an expense ratio of 0.17%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Social Choice Equity Fund (TISCX) and Vanguard Small Cap Index Fund (NAESX). 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.

The current TISCX Sharpe Ratio is -0.10, which is lower than the NAESX Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of TISCX and NAESX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TISCX's dividend yield for the trailing twelve months is around 16.11%, more than NAESX's 1.33% yield.

The maximum TISCX drawdown since its inception was -55.12%, smaller than the maximum NAESX drawdown of -59.77%. Use the drawdown chart below to compare losses from any high point for TISCX and NAESX. For additional features, visit the drawdowns tool.

The current volatility for TIAA-CREF Social Choice Equity Fund (TISCX) is 5.92%, while Vanguard Small Cap Index Fund (NAESX) has a volatility of 6.42%. This indicates that TISCX experiences smaller price fluctuations and is considered to be less risky than NAESX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.