Retirement Investments & IRAs: Current Performance
Retirement plans may not offer all investment choices shown below or may offer additional investment selections. Please log in to Secure Access and click "Performance Charts" at the bottom of the Account homepage to view the investment options available to you.
CREF Variable Annuity Accounts |
TIAA Variable Annuity Accounts |
TIAA Traditional Annuity |
TIAA Stable Return Annuity |
TIAA-CREF Funds - Retirement Class
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CREF Variable Annuity Accounts
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Performance Data as of 03/9/2010 1 |
Average Annual Total Returns as of 02/28/2010 1 |
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Unit Values 2 |
Net Change 3 |
YTD Return 3 |
1 Year | 3 Year | 5 Year | 10 Year | Since Inception 4 | |||||||||||||
| World | ||||||||||||||||||||
| Global Equities | $85.9874 |
 + 0.04
|
0.74% | 56.91% | -6.33% | 1.16% | -1.78% | 6.75% | ||||||||||||
| U.S./International Equity | ||||||||||||||||||||
| Stock | $212.9068 |
+ 0.26
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2.23% | 57.80% | -5.63% | 1.29% | 0.27% | 9.68% | ||||||||||||
| U.S. Equity | ||||||||||||||||||||
| Equity Index | $82.2391 |
+ 0.16
|
3.23% | 55.31% | -5.95% | 0.41% | -0.27% | 7.52% | ||||||||||||
| Growth | $63.3907 |
+ 0.14
|
1.92% | 52.31% | -1.86% | 1.73% | -5.02% | 5.80% | ||||||||||||
| Balanced | ||||||||||||||||||||
| Social Choice | $125.9822 |
+ 0.11
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2.19% | 38.66% | -0.86% | 2.74% | 2.94% | 8.31% | ||||||||||||
| Fixed Income | ||||||||||||||||||||
| Bond Market | $93.0516 |
+ 0.10
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1.91% | 10.02% | 4.85% | 4.47% | 5.96% | 6.79% | ||||||||||||
| Inflation-Linked Bond | $55.6617 |
+ 0.01
|
0.29% | 11.83% | 5.51% | 4.31% | 7.13% | 6.31% | ||||||||||||
| Money Market 5 | ||||||||||||||||||||
| Money Market | $25.5328 | 0.00 | 0.00% | 0.06% | 2.20% | 2.94% | 2.76% | 4.37% | ||||||||||||
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7-day current annualized yield 0.00% as of 03/08/2010 7-day effective annualized yield 0.00% as of 03/08/2010 |
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TIAA Variable Annuity Accounts
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Performance Data as of 03/9/2010 1 |
Average Annual Total Returns as of 02/28/2010 1 |
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Unit Values 2 |
Net Change 3 |
YTD Return 3 |
1 Year | 3 Year | 5 Year | 10 Year | Since Inception 4 | ||||||||||||
| Real Estate | |||||||||||||||||||
| Real Estate | $189.3630 | 0.00 | -2.11% | -26.02% | -12.24% | -2.24% | 2.73% | 4.44% | |||||||||||
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TIAA Traditional Annuity
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Current Rates 6 |
Rates of Return ending 02/28/2010 7 | ||||||||||||||||||
| 1 Year | 3 Year | 5 Year | 10 Year | ||||||||||||||||
| TIAA Traditional Annuity | |||||||||||||||||||
| Retirement Annuity | 4.00% | 4.00% | 4.92% | 4.56% | 6.57% | ||||||||||||||
| Supplemental Retirement Annuity | 3.00% | 3.00% | 4.17% | 3.60% | 5.99% | ||||||||||||||
| IRAs and Keoghs | 3.00% | 3.00% | 4.17% | 3.60% | 5.99% | ||||||||||||||
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TIAA Stable Return Annuity
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Current Rates 6 |
Rates of Return ending 02/28/2010 7 | ||||||||||||||||||
| 1 Year | 3 Year | 5 Year | 10 Year | ||||||||||||||||
| TIAA Stable Return Annuity | |||||||||||||||||||
| TIAA Stable Return Annuity | 1.50% | 2.50% | 3.29% | -- | -- | ||||||||||||||
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TIAA-CREF Funds - Retirement Class
8
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Performance Data as of 03/9/2010 9 |
Average Annual Total Returns as of 02/28/2010 9 |
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Net Asset Values |
Net Change |
YTD Return |
1 Year | 3 Year | 5 Year | 10 Year | Since Inception 4 | |||||||||||||
| International | ||||||||||||||||||||
| International Equity 10 | $8.50 |
 -0.01
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-0.93% | 55.40% | -10.49% | 1.17% | -1.81% | 3.02% | ||||||||||||
| International Equity Index | $15.71 |
-0.03
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-1.26% | 55.56% | -8.18% | 1.78% | -- | 9.40% | ||||||||||||
| U.S. Equity | ||||||||||||||||||||
| Equity Index 10 | $8.69 |
+ 0.02
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3.33% | 55.41% | -5.79% | 0.62% | -0.05% | 0.32% | ||||||||||||
| Growth & Income 10 | $8.38 |
+ 0.02
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2.20% | 46.19% | -1.29% | 3.61% | 0.59% | 0.66% | ||||||||||||
| Large-Cap Growth | $9.26 |
+ 0.03
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1.54% | 47.95% | -2.31% | -- | -- | -1.26% | ||||||||||||
| Large-Cap Growth Index | $11.33 |
+ 0.02
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2.07% | 53.68% | -2.76% | 1.52% | -- | 5.43% | ||||||||||||
| Large-Cap Value | $11.74 |
+ 0.04
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5.10% | 66.19% | -8.09% | -0.01% | -- | 7.44% | ||||||||||||
| Large-Cap Value Index | $11.25 |
+ 0.02
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3.78% | 55.99% | -8.99% | -0.78% | -- | 5.98% | ||||||||||||
| Mid-Cap Growth | $15.49 |
+ 0.06
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5.02% | 64.21% | -3.34% | 1.87% | -- | 9.52% | ||||||||||||
| Mid-Cap Value | $14.90 |
-0.01
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4.78% | 65.65% | -5.85% | 2.84% | -- | 11.20% | ||||||||||||
| S&P 500 Index | $12.82 |
+ 0.03
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2.64% | 53.08% | -5.89% | 0.07% | -- | 5.33% | ||||||||||||
| Small-Cap Blend Index | $11.83 |
+ 0.04
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7.16% | 63.16% | -6.28% | 0.93% | -- | 8.55% | ||||||||||||
| Small-Cap Equity | $12.13 |
+ 0.04
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7.73% | 63.41% | -7.15% | 0.07% | -- | 8.36% | ||||||||||||
| Social Choice Equity 10 | $9.82 |
+ 0.01
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3.04% | 60.44% | -4.67% | 1.39% | 0.58% | 0.49% | ||||||||||||
| Fixed Income | ||||||||||||||||||||
| Bond 10 | $10.43 |
+ 0.01
|
1.89% | 9.32% | 5.13% | 4.60% | 6.11% | 5.85% | ||||||||||||
| Bond Index | $10.08 |
+ 0.01
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1.78% | -- | -- | -- | -- | 2.23% | ||||||||||||
| Bond Plus | $9.92 |
+ 0.01
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2.15% | 13.27% | 4.08% | -- | -- | 4.70% | ||||||||||||
| High-Yield | $9.33 |
+ 0.02
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2.58% | 39.71% | 5.00% | -- | -- | 6.03% | ||||||||||||
| Inflation-Linked Bond 11 | $10.77 | 0.00 | 0.28% | 11.61% | 5.36% | 4.31% | -- | 5.19% | ||||||||||||
| Short-Term Bond | $10.20 |
+ 0.01
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1.41% | 7.24% | 4.37% | -- | -- | 4.62% | ||||||||||||
| Money Market | ||||||||||||||||||||
| Money Market 10, 12 | $1.00 | 0.00 | 0.00% | 0.11% | 2.33% | 3.10% | 2.94% | 3.11% | ||||||||||||
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7-day current annualized yield 0.00% as of 03/08/2010 7-day effective annualized yield 0.00% as of 03/08/2010 |
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| Asset Allocation | ||||||||||||||||||||
| Managed Allocation | $9.12 |
+ 0.01
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2.36% | 37.30% | -2.47% | -- | -- | 0.31% | ||||||||||||
| Real Estate | ||||||||||||||||||||
| Real Estate Securities | $8.62 |
+ 0.04
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6.29% | 92.11% | -15.67% | -0.85% | -- | 7.87% | ||||||||||||
| Lifecycle | ||||||||||||||||||||
| Lifecycle 2010 | $10.32 |
+ 0.01
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1.98% | 32.41% | -0.78% | 2.53% | -- | 3.42% | ||||||||||||
| Lifecycle 2015 | $10.26 |
+ 0.01
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2.09% | 36.30% | -1.68% | 2.16% | -- | 3.24% | ||||||||||||
| Lifecycle 2020 | $10.10 |
+ 0.01
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2.12% | 40.21% | -2.87% | 1.65% | -- | 2.84% | ||||||||||||
| Lifecycle 2025 | $9.92 |
+ 0.02
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2.27% | 44.15% | -3.95% | 1.14% | -- | 2.47% | ||||||||||||
| Lifecycle 2030 | $9.72 |
+ 0.01
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2.21% | 47.88% | -5.09% | 0.61% | -- | 2.00% | ||||||||||||
| Lifecycle 2035 | $9.71 |
+ 0.01
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2.21% | 50.85% | -5.56% | 0.49% | -- | 2.00% | ||||||||||||
| Lifecycle 2040 | $9.89 |
+ 0.02
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2.28% | 50.96% | -5.39% | 0.83% | -- | 2.37% | ||||||||||||
| Lifecycle 2045 | $7.50 |
+ 0.01
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2.18% | 50.91% | -- | -- | -- | -10.86% | ||||||||||||
| Lifecycle 2050 | $7.52 |
+ 0.01
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2.17% | 50.90% | -- | -- | -- | -10.99% | ||||||||||||
| Lifecycle Retirement Income | $9.11 |
+ 0.01
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1.90% | 26.25% | -- | -- | -- | -1.75% | ||||||||||||
The performance data quoted represents past performance, and is no guarantee of future results. Your returns and the principal value of your investment will fluctuate so that your accumulation units or shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted above.
1.
Rates of return reflect past performance and are no guarantee of comparable future results. The value of your accumulation in TIAA and CREF variable annuities can rise or fall. The units you own may be worth more or less than their original price when you redeem them. Investment results shown here are after all investment, administrative, and distribution expenses.
2.
Each business day, estimated unit values are usually posted between 6:00 p.m. and 7:00 p.m., ET. Final unit values are usually posted between 10:00 p.m. and 11:00 p.m., ET. On days when stock trading is particularly active, the estimated unit values may be posted a little later, and the final unit values may be posted the following morning. If the net change and YTD return figures do not appear, the unit values you're looking at are preliminary estimates.
3.
Net change from the previous business day. Both the "Net Change" and "YTD Return" columns for variable annuities are only updated once final valuations have been performed; this usually occurs at approximately 10:00 p.m. ET.
4.
To see the inception date for each account/fund, click on that account/fund and review the profile information. The Since Inception values presented for the Bond Index funds are cumulative values and not average annualized total returns.
5.
Beginning July 16, 2009, part or all of the 12b-1 distribution fees for the CREF Money Market Account are being voluntarily waived. Without this waiver, the 7-day current and effective annualized yields and total returns would have been lower. This 12b-1 waiver may be discontinued at any time without notice. An investment in this account is not a deposit of any bank and is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other U.S. government agency. It is possible to lose money in this Account. The current yield more closely reflects the account's current earnings than does the total return.
6.
Funds applied to TIAA Traditional and TIAA Stable Return Annuity from March 1, 2010 through March 31, 2010 will be credited with the indicated rates until February 28, 2011. Funds transferred to TIAA Traditional and TIAA Stable Return Annuity between March 1, 2010 and March 31, 2010 will begin earning interest at the beginning of the next calendar day following the effective date of the transfer, and will be credited with the indicated rates through February 28, 2011. TIAA Traditional and TIAA Stable Return are guaranteed insurance contracts and not investments for Federal Securities Law purposes.
You may also view current rates for funds applied in earlier periods.
You may also view current rates for funds applied in earlier periods.
7.
Interest credited to TIAA Traditional Annuity accumulations includes a guaranteed rate, plus additional amounts that are
established on a year-by-year basis. The guaranteed annual interest rate is 3% for all premiums remitted since 1979 under all TIAA Traditional Annuity accumulating contracts, except that for Retirement Choice and Retirement Choice Plus Annuities the guaranteed rate is between 1% and 3%, as specified in the contract. The additional amounts, when declared, remain in effect through the "declaration year," which begins each March 1.
Interest credited to TIAA Stable Return Annuity accumulations includes a guaranteed rate, plus additional amounts that are established on a year-by-year basis. The guaranteed rate is between 1% and 3%, as specified in the contract. The additional amounts, when declared, remain in effect through the "declaration year," which begins each March 1.
Interest credited to TIAA Stable Return Annuity accumulations includes a guaranteed rate, plus additional amounts that are established on a year-by-year basis. The guaranteed rate is between 1% and 3%, as specified in the contract. The additional amounts, when declared, remain in effect through the "declaration year," which begins each March 1.
8.
Mutual Fund performance information posted here is for the TIAA-CREF Funds- Retirement Class only.
The expense ratio and performance return of these funds reflect an agreement by the funds' advisor to voluntarily reimburse various other expenses of the funds. Without this reimbursement, the fund's expenses would have been higher, and its performance lower.
The expense ratio and performance return of these funds reflect an agreement by the funds' advisor to voluntarily reimburse various other expenses of the funds. Without this reimbursement, the fund's expenses would have been higher, and its performance lower.
9.
Total return figures include the reinvestment of all dividends and any capital gains distribution. Rates of return reflect past performance and are no guarantee of comparable future results. The value of investments in the funds can rise or fall. Individual shares may be worth more or less than their original price when redeemed.
10.
The fund's Institutional Class began operations on July 1, 1999. Performance shown prior to the inception of the Retirement Class is based on the performance of the fund's Institutional Class. Performance has not been restated to reflect
the higher expenses of the Retirement Class. If the expense differential had been reflected, performance for these periods would have been lower.
11.
The fund's Institutional Class began operations on October 1, 2002. Performance shown prior to the inception of the Retirement Class is based on the performance of the fund's Institutional Class. Performance has not been restated to reflect the higher expenses of the Retirement Class. If the expense differential had been reflected, performance for these periods would have been lower.
12.
Beginning August 18, 2009, part or all of the service fee on the Retirement Class of the TIAA-CREF Money Market Fund is being voluntarily waived. Without this waiver, current and effective annualized yields and total returns would have been lower. This 12b-1 waiver may be discontinued at any time without notice.
The TIAA-CREF Money Market Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1 per share, it is possible to lose money by investing in the fund. The current yield more closely reflects the fund's current earnings than does the total return.
The TIAA-CREF Money Market Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1 per share, it is possible to lose money by investing in the fund. The current yield more closely reflects the fund's current earnings than does the total return.
TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products. You should consider the investment objectives, risks, charges and expenses carefully before investing. Please click here or call 877 518-9161 for a prospectus that contains this and other information. Please read the prospectus carefully before investing. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Investment products are not FDIC insured, may lose value, and are not bank guaranteed.
