TISIX vs. TSITX
Compare and contrast key facts about TIAA-CREF Short Term Bond Fund (TISIX) and TIAA-CREF Lifestyle Income Fund (TSITX).
TISIX is managed by TIAA Investments. It was launched on Mar 31, 2006. TSITX is managed by TIAA Investments. It was launched on Dec 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TISIX or TSITX.
Correlation
The correlation between TISIX and TSITX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
TISIX vs. TSITX - Performance Comparison
Key characteristics
TISIX:
3.19
TSITX:
1.42
TISIX:
5.84
TSITX:
2.04
TISIX:
1.80
TSITX:
1.27
TISIX:
7.66
TSITX:
0.88
TISIX:
21.09
TSITX:
6.91
TISIX:
0.32%
TSITX:
0.88%
TISIX:
2.12%
TSITX:
4.30%
TISIX:
-5.01%
TSITX:
-16.75%
TISIX:
-0.39%
TSITX:
-2.06%
Returns By Period
In the year-to-date period, TISIX achieves a 1.60% return, which is significantly higher than TSITX's -0.06% return. Both investments have delivered pretty close results over the past 10 years, with TISIX having a 2.24% annualized return and TSITX not far ahead at 2.35%.
TISIX
1.60%
0.47%
2.31%
6.66%
2.56%
2.24%
TSITX
-0.06%
-1.34%
-0.81%
5.90%
2.45%
2.35%
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TISIX vs. TSITX - Expense Ratio Comparison
TISIX has a 0.26% expense ratio, which is higher than TSITX's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
TISIX vs. TSITX — Risk-Adjusted Performance Rank
TISIX
TSITX
TISIX vs. TSITX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Short Term Bond Fund (TISIX) and TIAA-CREF Lifestyle Income Fund (TSITX). 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
TISIX vs. TSITX - Dividend Comparison
TISIX's dividend yield for the trailing twelve months is around 4.32%, more than TSITX's 3.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISIX TIAA-CREF Short Term Bond Fund | 4.32% | 4.27% | 3.51% | 2.41% | 1.51% | 1.91% | 2.70% | 2.43% | 1.80% | 1.84% | 1.55% | 1.31% |
TSITX TIAA-CREF Lifestyle Income Fund | 3.92% | 3.83% | 3.29% | 2.53% | 2.21% | 2.34% | 2.47% | 2.71% | 2.43% | 2.35% | 2.35% | 2.26% |
Drawdowns
TISIX vs. TSITX - Drawdown Comparison
The maximum TISIX drawdown since its inception was -5.01%, smaller than the maximum TSITX drawdown of -16.75%. Use the drawdown chart below to compare losses from any high point for TISIX and TSITX. For additional features, visit the drawdowns tool.
Volatility
TISIX vs. TSITX - Volatility Comparison
The current volatility for TIAA-CREF Short Term Bond Fund (TISIX) is 0.79%, while TIAA-CREF Lifestyle Income Fund (TSITX) has a volatility of 2.27%. This indicates that TISIX experiences smaller price fluctuations and is considered to be less risky than TSITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.