TIAA-CREF Mutual Fund Manager Performance Evaluation

TLWCX Fund  USD 17.56  0.25  1.44%   
The entity owns a Beta (Systematic Risk) of 1.0278, which indicates a somewhat significant risk relative to the market. Let's try to break down what TIAA-CREF's beta means in this case. TIAA-CREF SOCIAL returns are very sensitive to returns on the market. As the market goes up or down, TIAA-CREF SOCIAL is expected to follow. Although it is important to respect TIAA-CREF SOCIAL CHOICE existing price patterns, it is better to be realistic regarding the information on the equity's price patterns. The philosophy towards measuring future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By evaluating TIAA-CREF SOCIAL CHOICE technical indicators, you can today evaluate if the expected return of 0.0327% will be sustainable into the future.

TIAA-CREF Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in TIAA CREF SOCIAL CHOICE are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, TIAA-CREF SOCIAL is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low15.19
Fifty Two Week High21.45

TIAA-CREF SOCIAL Relative Risk vs. Return Landscape

If you would invest  1,725  in TIAA CREF SOCIAL CHOICE on February 28, 2023 and sell it today you would earn a total of  31.00  from holding TIAA CREF SOCIAL CHOICE or generate 1.8% return on investment over 90 days. TIAA CREF SOCIAL CHOICE is currently producing 0.0327% returns and takes up 0.9891% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than TIAA-CREF, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon TIAA-CREF SOCIAL is expected to generate 1.1 times more return on investment than the market. However, the company is 1.1 times more volatile than its market benchmark. It trades about 0.03 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.04 per unit of risk.

TIAA-CREF SOCIAL Current Valuation

Today 17.56
Please note that TIAA-CREF SOCIAL's price fluctuation is very steady at this time.
TIAA-CREF SOCIAL CHOICE owns a latest Real Value of $19.23 per share. The recent price of the fund is $17.56. At this time, the fund appears to be undervalued. We determine the value of TIAA-CREF SOCIAL CHOICE from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, in the future, mutual fund prices and their ongoing real values will merge together.
Our valuation method for TIAA CREF SOCIAL CHOICE is useful when determining the fair value of the TIAA-CREF mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of TIAA-CREF SOCIAL. Since TIAA-CREF SOCIAL is currently traded on the exchange, buyers and sellers on that exchange determine the market value of TIAA-CREF Mutual Fund. However, TIAA-CREF SOCIAL's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
Real Value
Estimating the potential upside or downside of TIAA CREF SOCIAL CHOICE helps investors to forecast how TIAA-CREF mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of TIAA-CREF SOCIAL more accurately as focusing exclusively on TIAA-CREF SOCIAL's fundamentals will not take into account other important factors:
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Annual Dividend

TIAA-CREF SOCIAL Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for TIAA-CREF SOCIAL's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as TIAA CREF SOCIAL CHOICE, and traders can use it to determine the average amount a TIAA-CREF SOCIAL'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 = 0.033

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Estimated Market Risk

  actual daily
92% of assets are more volatile

Expected Return

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Most of other assets have higher returns

Risk-Adjusted Return

  actual daily
98% of assets perform better
Based on monthly moving average TIAA-CREF SOCIAL is performing at about 2% of its full potential. 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 SOCIAL by adding it to a well-diversified portfolio.

TIAA-CREF SOCIAL Fundamentals Growth

TIAA-CREF Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of TIAA-CREF SOCIAL, and TIAA-CREF SOCIAL 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-CREF Mutual Fund performance.
Total Asset862.68 M

About TIAA-CREF SOCIAL Performance

To evaluate TIAA-CREF SOCIAL CHOICE Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when TIAA-CREF SOCIAL generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare TIAA-CREF Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand TIAA-CREF SOCIAL CHOICE market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents TIAA-CREF's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain environmental, social, and governance criteria , which include additional criteria relating to carbon emissions and fossil fuel reserves. Tiaa-Cref Social is traded on NASDAQ Exchange in the United States.

Things to note about TIAA-CREF SOCIAL CHOICE performance evaluation

Checking the ongoing alerts about TIAA-CREF SOCIAL for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for TIAA-CREF SOCIAL CHOICE help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
TIAA-CREF SOCIAL is unlikely to experience financial distress in the next 2 years
The fund maintains 98.55% of its assets in stocks
Evaluating TIAA-CREF SOCIAL's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate TIAA-CREF SOCIAL's mutual fund performance include:
  • Analyzing TIAA-CREF SOCIAL'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 SOCIAL's stock is overvalued or undervalued compared to its peers.
  • Examining TIAA-CREF SOCIAL'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 SOCIAL's management team can have a significant impact on its success or failure. Reviewing the track record and experience of TIAA-CREF SOCIAL's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of TIAA-CREF SOCIAL's mutual fund. These opinions can provide insight into TIAA-CREF SOCIAL's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating TIAA-CREF SOCIAL's mutual fund performance is not an exact science, and many factors can impact TIAA-CREF SOCIAL's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out World Market Map to better understand how to build diversified portfolios. Note that the TIAA-CREF SOCIAL CHOICE information on this page should be used as a complementary analysis to other TIAA-CREF SOCIAL's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

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When running TIAA-CREF SOCIAL's price analysis, check to measure TIAA-CREF SOCIAL'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 SOCIAL is operating at the current time. Most of TIAA-CREF SOCIAL's value examination focuses on studying past and present price action to predict the probability of TIAA-CREF SOCIAL'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 SOCIAL's price. Additionally, you may evaluate how the addition of TIAA-CREF SOCIAL to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between TIAA-CREF SOCIAL's value and its price as these two are different measures arrived at by different means. Investors typically determine if TIAA-CREF SOCIAL is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, TIAA-CREF SOCIAL's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party. Check out World Market Map to better understand how to build diversified portfolios.