TSAIX vs. AMBFX
Compare and contrast key facts about TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) and American Funds American Balanced Fund® Class F-2 (AMBFX).
TSAIX is managed by TIAA Investments. It was launched on Dec 8, 2011. AMBFX is managed by American Funds. It was launched on Aug 5, 2008.
Performance
TSAIX vs. AMBFX - Performance Comparison
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TSAIX vs. AMBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | -5.91% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 19.69% | 27.97% | -11.27% | 22.35% |
AMBFX American Funds American Balanced Fund® Class F-2 | -2.82% | 18.67% | 15.25% | 13.81% | -11.93% | 16.00% | 11.06% | 19.45% | -2.69% | 14.85% |
Returns By Period
In the year-to-date period, TSAIX achieves a -5.91% return, which is significantly lower than AMBFX's -2.82% return. Over the past 10 years, TSAIX has outperformed AMBFX with an annualized return of 10.54%, while AMBFX has yielded a comparatively lower 9.33% annualized return.
TSAIX
- 1D
- -0.38%
- 1M
- -9.58%
- YTD
- -5.91%
- 6M
- -3.06%
- 1Y
- 15.39%
- 3Y*
- 14.41%
- 5Y*
- 7.42%
- 10Y*
- 10.54%
AMBFX
- 1D
- -0.14%
- 1M
- -6.81%
- YTD
- -2.82%
- 6M
- 0.93%
- 1Y
- 15.54%
- 3Y*
- 13.72%
- 5Y*
- 8.28%
- 10Y*
- 9.33%
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TSAIX vs. AMBFX - Expense Ratio Comparison
TSAIX has a 0.04% expense ratio, which is lower than AMBFX's 0.35% expense ratio.
Return for Risk
TSAIX vs. AMBFX — Risk / Return Rank
TSAIX
AMBFX
TSAIX vs. AMBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) and American Funds American Balanced Fund® Class F-2 (AMBFX). 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.
| TSAIX | AMBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.45 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.12 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.30 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 2.03 | -0.95 |
Martin ratioReturn relative to average drawdown | 4.80 | 8.67 | -3.87 |
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
| TSAIX | AMBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.45 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.80 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.88 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.72 | -0.07 |
Correlation
The correlation between TSAIX and AMBFX is 0.95, 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.
Dividends
TSAIX vs. AMBFX - Dividend Comparison
TSAIX's dividend yield for the trailing twelve months is around 7.84%, less than AMBFX's 8.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 7.84% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
AMBFX American Funds American Balanced Fund® Class F-2 | 8.75% | 8.47% | 7.40% | 2.20% | 2.52% | 4.50% | 4.56% | 4.19% | 6.20% | 4.85% | 4.46% | 5.81% |
Drawdowns
TSAIX vs. AMBFX - Drawdown Comparison
The maximum TSAIX drawdown since its inception was -34.58%, roughly equal to the maximum AMBFX drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for TSAIX and AMBFX.
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Drawdown Indicators
| TSAIX | AMBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.58% | -35.05% | +0.47% |
Max Drawdown (1Y)Largest decline over 1 year | -11.72% | -7.34% | -4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -28.28% | -18.65% | -9.63% |
Max Drawdown (10Y)Largest decline over 10 years | -34.58% | -22.31% | -12.27% |
Current DrawdownCurrent decline from peak | -10.28% | -7.00% | -3.28% |
Average DrawdownAverage peak-to-trough decline | -4.96% | -3.61% | -1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 1.72% | +1.05% |
Volatility
TSAIX vs. AMBFX - Volatility Comparison
TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a higher volatility of 5.29% compared to American Funds American Balanced Fund® Class F-2 (AMBFX) at 3.26%. This indicates that TSAIX's price experiences larger fluctuations and is considered to be riskier than AMBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TSAIX | AMBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 3.26% | +2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 6.73% | +3.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.09% | 11.10% | +5.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.15% | 10.42% | +5.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.59% | 10.62% | +6.97% |