TISIX vs. TSITX

The year-to-date returns for both stocks are quite close, with TISIX having a 1.60% return and TSITX slightly lower at 1.54%. Over the past 10 years, TISIX has underperformed TSITX with an annualized return of 2.25%, while TSITX has yielded a comparatively higher 2.56% annualized return.

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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%.

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.

The current TISIX Sharpe Ratio is 2.73, which is higher than the TSITX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of TISIX and TSITX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TISIX's dividend yield for the trailing twelve months is around 3.99%, more than TSITX's 3.86% yield.

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.

The current volatility for TIAA-CREF Short Term Bond Fund (TISIX) is 0.54%, while TIAA-CREF Lifestyle Income Fund (TSITX) has a volatility of 1.39%. 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.