Tiaa-cref Equity Competition

TEIHX Fund

USD 42.51 0.23 0.54%

Tiaa Cref Equity competes with Short Precious, Global Gold, Sprott Gold, Ocm Mutual, and Europac Gold; as well as few others. The fund is listed under Large Blend category and is part of TIAA Investments family. Analyzing Tiaa-cref Equity competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Tiaa-cref Equity to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Tiaa-cref Equity Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Tiaa-cref Equity competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
41.72	42.51	43.30

Details

Intrinsic

Valuation

Low	Real	High
41.18	41.97	42.76

Details

Naive

Forecast

Low	Next	High
41.15	41.95	42.74

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
39.90	41.36	42.81

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Tiaa-cref Equity. Your research has to be compared to or analyzed against Tiaa-cref Equity's peers to derive any actionable benefits. When done correctly, Tiaa-cref Equity's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Tiaa Cref Equity.

Tiaa-cref Equity Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Tiaa-cref Equity and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Tiaa-cref and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Tiaa Cref Equity does not affect the price movement of the other competitor.

	SPPIX	AGGWX	SGDLX	OCMAX	EPGFX	UIPMX	FRGOX
SPPIX		-0.85	-0.82	-0.96	-0.89	-0.9	-0.91	SPPIX
AGGWX	-0.85		0.99	0.88	0.93	0.98	0.95	AGGWX
SGDLX	-0.82	0.99		0.86	0.94	0.95	0.95	SGDLX
OCMAX	-0.96	0.88	0.86		0.92	0.91	0.93	OCMAX
EPGFX	-0.89	0.93	0.94	0.92		0.89	0.99	EPGFX
UIPMX	-0.9	0.98	0.95	0.91	0.89		0.92	UIPMX
FRGOX	-0.91	0.95	0.95	0.93	0.99	0.92		FRGOX
	SPPIX	AGGWX	SGDLX	OCMAX	EPGFX	UIPMX	FRGOX

Click cells to compare fundamentals

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High positive correlations

SGDLX	+ 0.99	AGGWX
FRGOX	+ 0.99	EPGFX
UIPMX	+ 0.98	AGGWX
FRGOX	+ 0.95	AGGWX
UIPMX	+ 0.95	SGDLX
FRGOX	+ 0.95	SGDLX

High negative correlations

OCMAX	- 0.96	SPPIX
FRGOX	- 0.91	SPPIX
UIPMX	- 0.9	SPPIX
EPGFX	- 0.89	SPPIX
AGGWX	- 0.85	SPPIX
SGDLX	- 0.82	SPPIX

Risk-Adjusted Indicators

There is a big difference between Tiaa-cref Mutual Fund performing well and Tiaa-cref Equity Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Tiaa-cref Equity's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SPPIX	1.40	0.10	(0.01)	(0.25)	1.73	(1.53)	3.14	(2.31)	10.50
AGGWX	1.49	(0.02)	0.00	(0.42)	0.00	0.00	2.93	(2.72)	9.49
SGDLX	1.33	0.03	(0.05)	(0.66)	1.60	(1.45)	2.78	(2.56)	9.03
OCMAX	1.37	(0.10)	0.00	(0.19)	0.00	0.00	3.44	(2.89)	10.91
EPGFX	1.43	(0.02)	(0.04)	0.06	1.88	(1.43)	2.54	(2.79)	10.62
UIPMX	1.34	(0.06)	0.00	(0.72)	0.00	0.00	2.60	(2.71)	9.86
FRGOX	1.45	(0.06)	(0.06)	(0.01)	1.79	(1.54)	3.13	(3.01)	9.03

Unable to evaluate fundamental data of [SPPIX, AGGWX, SGDLX, OCMAX, EPGFX, UIPMX, FRGOX] at this time. Please try again later

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Tiaa-cref Equity Competitive Analysis

The better you understand Tiaa-cref Equity competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Tiaa-cref Equity's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Tiaa-cref Equity's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	TEIHX	SPPIX	AGGWX	SGDLX	OCMAX	EPGFX	UIPMX	FRGOX
	0.54 42.51 Tiaa-cref	0.42 9.57 SHORT	1.38 12.89 Global	1.53 55.33 Sprott	1.08 15.87 Ocm	1.16 11.29 Europac	0.98 21.18 Precious	1.07 18.91 Franklin
Market Volatility (90 Days Market Risk)	Very steady	Not too volatile	Not too volatile	Very steady	Not too volatile	Not too volatile	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Weak	Very Weak	Weak	Very Weak	Weak	Very Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Over Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Sell	Sell	Strong Sell	Cautious Hold	Cautious Hold	Sell	Cautious Hold
Net Asset	18.71 B	3.96 M	320.17 M	876.21 M	52.38 M	219.68 M	457.31 M	987.03 M
Minimum Initial Investment	N/A	15 K	N/A	N/A	1 K	N/A	N/A	N/A
Price To Book	N/A	N/A	1.80 X	N/A	1.30 X	1.24 X	0.96 X	1.28 X
Five Year Return	14.54 %	(16.07) %	5.30 %	7.14 %	11.42 %	5.09 %	6.95 %	8.04 %
One Year Return	32.15 %	(21.54) %	31.26 %	35.59 %	46.07 %	24.52 %	30.45 %	37.84 %
Last Dividend Paid	0.35	0.27	0.04	N/A	0.16	1.15	0.04	2.32
Price To Earning	12.22 X	N/A	24.00 X	N/A	26.85 X	43.64 X	20.05 X	18.89 X
Price To Sales	N/A	N/A	2.73 X	N/A	2.40 X	4.16 X	2.09 X	1.20 X
Cash Position Weight	0.41 %	93.41 %	0.49 %	0.54 %	0.41 %	0.34 %	0.76 %	0.37 %
Equity Positions Weight	99.58 %	N/A	98.47 %	82.84 %	99.59 %	98.60 %	99.24 %	99.41 %
Three Year Return	8.01 %	(5.48) %	0.83 %	(0.65) %	0.83 %	(3.65) %	1.70 %	(3.81) %
Annual Yield	0.01 %	0.1 %	0.01 %	N/A	N/A	N/A	0.02 %	0.02 %
Year To Date Return	23.51 %	0.17 %	17.89 %	22.20 %	29.80 %	11.94 %	18.78 %	23.39 %
Ten Year Return	12.70 %	(11.40) %	(2.46) %	(2.26) %	0.48 %	N/A	(3.21) %	(4.33) %
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T
Day Typical Price	42.51	9.57	12.89	55.33	15.87	11.29	21.18	18.91
Period Momentum Indicator	0.23	(0.04)	(0.18)	(0.86)	0.17	0.13	(0.21)	0.2
Rate Of Daily Change	1.01	1.0	0.99	0.98	1.01	1.01	0.99	1.01
Day Median Price	42.51	9.57	12.89	55.33	15.87	11.29	21.18	18.91
Price Action Indicator	0.11	(0.02)	(0.09)	(0.43)	0.085	0.065	(0.11)	0.1
Coefficient Of Variation	760.02	2214.13	(19,551)	5131.66	(3,342)	5346.34	(4,037)	50369.68
Mean Deviation	0.5805	1.4	1.49	1.33	1.37	1.43	1.34	1.45
Jensen Alpha	0.0057	0.1047	(0.02)	0.0273	(0.1)	(0.02)	(0.06)	(0.06)
Total Risk Alpha	(0.01)	(0.17)	(0.26)	(0.20)	(0.31)	(0.22)	(0.28)	(0.25)
Sortino Ratio	(0)	(0.01)	N/A	(0.05)	N/A	(0.04)	N/A	(0.06)
Downside Variance	0.691	3.5	N/A	2.68	N/A	3.7	N/A	3.42
Standard Deviation	0.8049	1.89	1.87	1.73	1.86	1.87	1.76	1.83
Kurtosis	2.04	1.39	0.2277	0.4461	1.15	1.15	0.8599	0.1396
Potential Upside	1.29	3.14	2.93	2.78	3.44	2.54	2.6	3.13
Treynor Ratio	0.1057	(0.25)	(0.42)	(0.66)	(0.19)	0.059	(0.72)	(0.01)
Maximum Drawdown	4.12	10.5	9.49	9.03	10.91	10.62	9.86	9.03
Variance	0.6479	3.56	3.5	3.0	3.45	3.49	3.1	3.36
Market Risk Adjusted Performance	0.1157	(0.24)	(0.41)	(0.65)	(0.18)	0.069	(0.71)	(0)
Risk Adjusted Performance	0.1009	0.0404	0.002	0.0205	(0.02)	0.0202	(0.01)	0.0074
Skewness	(0.01)	0.205	0.0594	0.2333	0.1007	0.0103	(0.15)	(0.02)
Semi Deviation	0.6605	1.73	N/A	1.6	N/A	1.88	N/A	1.79
Information Ratio	(0)	(0.01)	(0.06)	(0.04)	(0.09)	(0.04)	(0.09)	(0.06)
Value At Risk	(1.30)	(2.31)	(2.72)	(2.56)	(2.89)	(2.79)	(2.71)	(3.01)
Expected Short fall	(0.62)	(1.53)	N/A	(1.45)	N/A	(1.43)	N/A	(1.54)
Downside Deviation	0.8313	1.87	N/A	1.64	N/A	1.92	N/A	1.85
Semi Variance	0.4362	2.99	N/A	2.57	N/A	3.55	N/A	3.22

Tiaa-cref Equity Competition Performance Charts

Five steps to successful analysis of Tiaa-cref Equity Competition

Tiaa-cref Equity's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Tiaa Cref Equity in relation to its competition. Tiaa-cref Equity's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Tiaa-cref Equity in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Tiaa-cref Equity's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Tiaa Cref Equity, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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In addition to having Tiaa-cref Equity in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Tiaa-cref Equity financial ratios help investors to determine whether Tiaa-cref Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Tiaa-cref with respect to the benefits of owning Tiaa-cref Equity security.

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Tiaa-cref Equity Competition

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Tiaa-cref Equity Competition Correlation Matrix

Risk-Adjusted Indicators

Tiaa-cref Equity Competitive Analysis

Tiaa-cref Equity Competition Performance Charts

Five steps to successful analysis of Tiaa-cref Equity Competition

Complement your Tiaa-cref Equity position

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