Tiaa Cref Social Choice Fund Key Fundamental Indicators
| TISCX Fund | USD 28.15 0.37 1.30% |
As of the 5th of February, Tiaa-cref Social has the Risk Adjusted Performance of 0.0931, semi deviation of 0.7704, and Coefficient Of Variation of 834.15. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Tiaa Cref Social, as well as the relationship between them.
Tiaa-cref Social's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Tiaa-cref Social's valuation are provided below:Tiaa Cref Social Choice does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Tiaa-cref |
Tiaa-cref Social 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Tiaa-cref Social's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Tiaa-cref Social.
| 11/07/2025 |
| 02/05/2026 |
If you would invest 0.00 in Tiaa-cref Social on November 7, 2025 and sell it all today you would earn a total of 0.00 from holding Tiaa Cref Social Choice or generate 0.0% return on investment in Tiaa-cref Social over 90 days. Tiaa-cref Social is related to or competes with Miller Convertible, Advent Claymore, Lazard Funds, and Lord Abbett. Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities More
Tiaa-cref Social Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Tiaa-cref Social's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Tiaa Cref Social Choice upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.956 | |||
| Information Ratio | 0.0776 | |||
| Maximum Drawdown | 7.47 | |||
| Value At Risk | (1.51) | |||
| Potential Upside | 1.38 |
Tiaa-cref Social Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tiaa-cref Social's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Tiaa-cref Social's standard deviation. In reality, there are many statistical measures that can use Tiaa-cref Social historical prices to predict the future Tiaa-cref Social's volatility.| Risk Adjusted Performance | 0.0931 | |||
| Jensen Alpha | 0.0906 | |||
| Total Risk Alpha | 0.068 | |||
| Sortino Ratio | 0.0864 | |||
| Treynor Ratio | 0.1527 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Tiaa-cref Social's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Tiaa-cref Social February 5, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0931 | |||
| Market Risk Adjusted Performance | 0.1627 | |||
| Mean Deviation | 0.7079 | |||
| Semi Deviation | 0.7704 | |||
| Downside Deviation | 0.956 | |||
| Coefficient Of Variation | 834.15 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.13 | |||
| Information Ratio | 0.0776 | |||
| Jensen Alpha | 0.0906 | |||
| Total Risk Alpha | 0.068 | |||
| Sortino Ratio | 0.0864 | |||
| Treynor Ratio | 0.1527 | |||
| Maximum Drawdown | 7.47 | |||
| Value At Risk | (1.51) | |||
| Potential Upside | 1.38 | |||
| Downside Variance | 0.9138 | |||
| Semi Variance | 0.5935 | |||
| Expected Short fall | (0.76) | |||
| Skewness | 1.91 | |||
| Kurtosis | 10.56 |
Tiaa Cref Social Backtested Returns
At this stage we consider Tiaa-cref Mutual Fund to be very steady. Tiaa Cref Social owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.12, which indicates the fund had a 0.12 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Tiaa Cref Social Choice, which you can use to evaluate the volatility of the fund. Please validate Tiaa-cref Social's Coefficient Of Variation of 834.15, risk adjusted performance of 0.0931, and Semi Deviation of 0.7704 to confirm if the risk estimate we provide is consistent with the expected return of 0.13%. The entity has a beta of 0.77, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Tiaa-cref Social's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tiaa-cref Social is expected to be smaller as well.
Auto-correlation | -0.07 |
Very weak reverse predictability
Tiaa Cref Social Choice has very weak reverse predictability. Overlapping area represents the amount of predictability between Tiaa-cref Social time series from 7th of November 2025 to 22nd of December 2025 and 22nd of December 2025 to 5th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Tiaa Cref Social price movement. The serial correlation of -0.07 indicates that barely 7.0% of current Tiaa-cref Social price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.07 | |
| Spearman Rank Test | 0.29 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Tiaa Cref Social Choice has a Price To Earning of 2.71 times. This is much higher than that of the TIAA Investments family and significantly higher than that of the Large Blend category. The price to earning for all United States funds is notably lower than that of the firm.
Tiaa Cref Social Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Tiaa-cref Social's current stock value. Our valuation model uses many indicators to compare Tiaa-cref Social value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Tiaa-cref Social competition to find correlations between indicators driving Tiaa-cref Social's intrinsic value. More Info.Tiaa Cref Social Choice is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.99 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Tiaa Cref Social Choice is roughly 1.01 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Tiaa-cref Social's earnings, one of the primary drivers of an investment's value.Tiaa-cref Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Tiaa-cref Social's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Tiaa-cref Social could also be used in its relative valuation, which is a method of valuing Tiaa-cref Social by comparing valuation metrics of similar companies.Tiaa Cref is currently under evaluation in price to earning among similar funds.
Tiaa-cref Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Tiaa-cref Social's current stock value. Our valuation model uses many indicators to compare Tiaa-cref Social value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Tiaa-cref Social competition to find correlations between indicators driving Tiaa-cref Social's intrinsic value. More Info.Tiaa Cref Social Choice is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.99 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Tiaa Cref Social Choice is roughly 1.01 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Tiaa-cref Social's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Tiaa-cref Social
The fund invests 99.21% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.79%) .Asset allocation divides Tiaa-cref Social's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Tiaa-cref Fundamentals
| Price To Earning | 2.71 X | ||||
| Price To Book | 2.69 X | ||||
| Price To Sales | 1.63 X | ||||
| Total Asset | 7.75 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 1.65 % | ||||
| One Year Return | 12.91 % | ||||
| Three Year Return | 17.60 % | ||||
| Five Year Return | 11.52 % | ||||
| Ten Year Return | 12.07 % | ||||
| Net Asset | 3.83 B | ||||
| Minimum Initial Investment | 2 M | ||||
| Last Dividend Paid | 0.3 | ||||
| Cash Position Weight | 0.79 % | ||||
| Equity Positions Weight | 99.21 % |
About Tiaa-cref Social Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Tiaa Cref Social Choice's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Tiaa-cref Social using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Tiaa Cref Social Choice based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities. Tiaa-Cref Social is traded on NASDAQ Exchange in the United States.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Tiaa-cref Mutual Fund
Tiaa-cref Social 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 Social security.
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