TSGGX vs. BWBIX
Compare and contrast key facts about TIAA-CREF Lifestyle Growth Fund (TSGGX) and Baron WealthBuilder Fund (BWBIX).
TSGGX is managed by TIAA Investments. It was launched on Dec 8, 2011. BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017.
Performance
TSGGX vs. BWBIX - Performance Comparison
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TSGGX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
TSGGX TIAA-CREF Lifestyle Growth Fund | -2.44% | 17.42% | 12.98% | 19.45% | -18.19% | 13.49% | 17.44% | 23.66% | -11.45% |
BWBIX Baron WealthBuilder Fund | -7.42% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
Returns By Period
In the year-to-date period, TSGGX achieves a -2.44% return, which is significantly higher than BWBIX's -7.42% return.
TSGGX
- 1D
- 2.45%
- 1M
- -5.35%
- YTD
- -2.44%
- 6M
- -0.21%
- 1Y
- 15.56%
- 3Y*
- 13.37%
- 5Y*
- 6.45%
- 10Y*
- 9.13%
BWBIX
- 1D
- 2.71%
- 1M
- -6.25%
- YTD
- -7.42%
- 6M
- -2.93%
- 1Y
- 10.39%
- 3Y*
- 11.62%
- 5Y*
- 2.90%
- 10Y*
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TSGGX vs. BWBIX - Expense Ratio Comparison
TSGGX has a 0.08% expense ratio, which is higher than BWBIX's 0.05% 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%.
Return for Risk
TSGGX vs. BWBIX — Risk / Return Rank
TSGGX
BWBIX
TSGGX vs. BWBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifestyle Growth Fund (TSGGX) and Baron WealthBuilder Fund (BWBIX). 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.
| TSGGX | BWBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.54 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.68 | 0.95 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.13 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 0.86 | +0.66 |
Martin ratioReturn relative to average drawdown | 6.47 | 3.22 | +3.25 |
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
| TSGGX | BWBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.54 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.14 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.49 | +0.22 |
Correlation
The correlation between TSGGX and BWBIX is 0.89, 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
TSGGX vs. BWBIX - Dividend Comparison
TSGGX's dividend yield for the trailing twelve months is around 7.31%, less than BWBIX's 8.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSGGX TIAA-CREF Lifestyle Growth Fund | 7.31% | 7.14% | 2.83% | 2.34% | 8.15% | 11.10% | 6.38% | 4.81% | 5.33% | 0.63% | 3.82% | 5.13% |
BWBIX Baron WealthBuilder Fund | 8.22% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
TSGGX vs. BWBIX - Drawdown Comparison
The maximum TSGGX drawdown since its inception was -29.75%, smaller than the maximum BWBIX drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for TSGGX and BWBIX.
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Drawdown Indicators
| TSGGX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.75% | -39.14% | +9.39% |
Max Drawdown (1Y)Largest decline over 1 year | -9.62% | -12.76% | +3.14% |
Max Drawdown (5Y)Largest decline over 5 years | -25.86% | -39.14% | +13.28% |
Max Drawdown (10Y)Largest decline over 10 years | -29.75% | — | — |
Current DrawdownCurrent decline from peak | -6.36% | -9.26% | +2.90% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -11.88% | +7.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 3.41% | -1.15% |
Volatility
TSGGX vs. BWBIX - Volatility Comparison
TIAA-CREF Lifestyle Growth Fund (TSGGX) and Baron WealthBuilder Fund (BWBIX) have volatilities of 5.26% and 5.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TSGGX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 5.39% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 8.33% | 11.38% | -3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 19.94% | -6.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.18% | 21.19% | -8.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.16% | 23.31% | -9.15% |