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Tiaa-cref Social Choice Equity Retirement Cl: (MF: TRSCX)
(NASDAQ Mutual Funds) As of Apr 18, 2024 08:00 PM ET
$27.20 USD
-0.08 (-0.29%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.04 | 14 |
| 3 months | 10.04 | 14 |
| 6 months | 23.91 | 1 |
| 1 Year | 27.17 | 3 |
| 3 Year | 9.08 | 26 |
| 5 Year | 13.96 | 2 |
| 10 Year | 11.58 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.40 |
| Bull Market (2/09 - 3/21) | 759.86 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 27.17 |
| 5 Year | 13.96 |
| 10 Year | 11.58 |
| Since Inception | 10.40 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.04 | NA | NA | NA |
| 2023 | 5.72 | 6.33 | -3.48 | 12.60 |
| 2022 | -6.63 | -16.07 | -4.54 | 9.67 |
| 2021 | 7.14 | 8.05 | -0.41 | 9.35 |
| 2020 | -20.52 | 22.18 | 8.39 | 14.09 |
| 2019 | 13.89 | 3.70 | 1.91 | 8.92 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.04 | 22.18 | -17.96 | 26.08 | 20.09 | 31.11 | -5.76 | 20.59 | 13.20 | -2.66 | 11.00 |
| % Total Return Rel to Index | -0.51 | -4.06 | 0.23 | -2.60 | 1.69 | -0.38 | -1.36 | -1.19 | 1.26 | -4.04 | -2.64 |
| % Total Return Rel to Peer | 3.31 | 12.80 | -10.99 | 5.08 | 14.93 | 9.12 | 1.26 | 6.48 | 1.84 | 0.82 | 3.57 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 2.00 | 1.00 | 1.00 | 3.00 | 1.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.34 | 0.29 | 0.25 | 0.25 | 0.28 | 0.25 | 0.26 | 0.35 | 0.25 | 0.19 |
| % Yield | 0.00 | 1.19 | 1.20 | 0.77 | 0.95 | 1.22 | 1.35 | 1.25 | 1.90 | 1.48 | 1.07 |
| Capital Gains ($) | 0.00 | 1.04 | 0.75 | 2.35 | 0.04 | 0.67 | 1.33 | 0.45 | 0.73 | 0.55 | 0.19 |
| Expense Ratio | 0.00 | 0.42 | 0.42 | 0.41 | 0.42 | 0.42 | 0.42 | 0.43 | 0.44 | 0.43 | 0.43 |
* 1 = Top 20%, 5 = Bottom 20%