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TIAA-CREF Core Plus Bond W (TCBWX)

8.89 +0.03 (+0.34%)
At close: 8:00 PM EDT

Fund Summary

The fund invests at least 80% of its assets in bonds. For these purposes, bonds include fixed-income securities of all types. Its portfolio is divided into two segments. The first segment, which makes up at least 70% of the fund's assets, is invested primarily in a broad range of investment-grade bonds and fixed-income securities. The second segment, which will not exceed 30% of the fund's assets, is invested in fixed-income securities and bonds with special features in an effort to improve the fund's total return.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 9.79%
Worst 1Y Total Return --
Number of Years Up 3
Number of Years Down 2

Performance & Risk

YTD Return -2.31%
5y Average Return 0.89%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
TCBWXCategory AverageTCBWXCategory AverageTCBWXCategory Average
Alpha 0.97 0 1.06 0.01 0.86 0.01
BETA 0.99 0.01 1 0.01 0.98 0.01
Mean Annual Return -0.1 0 0.13 0 0.21 0
R-squared 96.83 0.62 84.98 0.65 85.4 0.64
Standard Deviation 7.29 0.05 6.68 0.04 5.08 0.04
Sharpe Ratio -0.58 0.01 -0.08 0.01 0.2 0.01
Treynor Ratio -4.47 0.05 -0.76 0.03 0.94 0.04

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