Tiaa Cref Large Cap Growth Fund Manager Performance Evaluation
The entity has a beta of 1.31, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Tiaa Cref will likely underperform.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Tiaa Cref Large Cap Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's forward indicators remain fairly strong which may send shares a bit higher in May 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...moreTiaa |
Tiaa Cref Relative Risk vs. Return Landscape
If you would invest 6,794 in Tiaa Cref Large Cap Growth on January 3, 2025 and sell it today you would lose (1,008) from holding Tiaa Cref Large Cap Growth or give up 14.84% of portfolio value over 90 days. Tiaa Cref Large Cap Growth is currently producing negative expected returns and takes up 1.5929% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Tiaa, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tiaa Cref Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tiaa Cref's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tiaa Cref Large Cap Growth, and traders can use it to determine the average amount a Tiaa Cref's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1545
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TILIX |
Estimated Market Risk
| 1.59 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.25 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Tiaa Cref is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Tiaa Cref by adding Tiaa Cref to a well-diversified portfolio.
Tiaa Cref Fundamentals Growth
Tiaa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tiaa Cref, and Tiaa Cref fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Tiaa Mutual Fund performance.
| Price To Earning | 2.66 X | ||||
| Price To Book | 5.10 X | ||||
| Price To Sales | 2.06 X | ||||
| Total Asset | 9.89 B | ||||
Things to note about Tiaa Cref Large performance evaluation
Checking the ongoing alerts about Tiaa Cref for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tiaa Cref Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Tiaa Cref Large is not yet fully synchronised with the market data | |
| Tiaa Cref Large generated a negative expected return over the last 90 days | |
| Tiaa Cref Large has some characteristics of a very speculative penny stock | |
| The fund maintains 100.04% of its assets in stocks |
- Analyzing Tiaa Cref's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Tiaa Cref's stock is overvalued or undervalued compared to its peers.
- Examining Tiaa Cref's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Tiaa Cref's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tiaa Cref's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tiaa Cref's mutual fund. These opinions can provide insight into Tiaa Cref's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
Other Tools for Tiaa Mutual Fund
When running Tiaa Cref's price analysis, check to measure Tiaa Cref's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Tiaa Cref is operating at the current time. Most of Tiaa Cref's value examination focuses on studying past and present price action to predict the probability of Tiaa Cref's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Tiaa Cref's price. Additionally, you may evaluate how the addition of Tiaa Cref to your portfolios can decrease your overall portfolio volatility.
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