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TLRIX: TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 11.09 0(0.0%) May 13
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (56%) |
Start Date: | 12/04/2007 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 3.63% |
Expenses | 0.45% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/04/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 3.0 | 9.3 | 1.2 | 4.9 | 4.9 | 6.5 | 4.5 | 10.8 | -12.5 | 7.1 | 11.1 | 15.3 | -3.8 | 12.1 | 6.0 | 0.2 | 4.5 | 9.9 | 11.5 | 2.8 | 10.7 | 14.6 | -20.1 | -1.1 |
Sharpe Ratio | NA | 0.9 | 0.96 | -0.14 | 0.37 | 0.52 | NA | 0.46 | 1.14 | -1.46 | 0.65 | 0.9 | 3.26 | -0.89 | 3.96 | 0.97 | 0.04 | 0.97 | 1.9 | 2.12 | 0.3 | 1.44 | 1.34 | -1.3 | -2.16 |
Draw Down(%) | NA | 2.8 | 5.8 | 20.9 | 20.9 | 20.9 | NA | 30.1 | 5.8 | 16.6 | 6.8 | 17.0 | 1.8 | 8.2 | 1.0 | 4.7 | 6.3 | 3.6 | 5.2 | 4.2 | 8.2 | 5.3 | 11.9 | 27.3 | 2.3 |
Standard Deviation(%) | NA | 5.4 | 5.7 | 8.9 | 9.1 | 7.4 | NA | 8.3 | 5.8 | 9.6 | 10.8 | 12.1 | 4.3 | 5.8 | 2.9 | 6.0 | 5.9 | 4.6 | 5.2 | 5.5 | 9.2 | 7.4 | 10.8 | 16.2 | 7.5 |
Treynor Ratio | NA | 0.05 | 0.06 | -0.01 | 0.03 | 0.03 | NA | 0.03 | 0.07 | -0.13 | 0.06 | 0.09 | 0.11 | -0.04 | 0.1 | 0.04 | 0.0 | 0.03 | 0.08 | 0.08 | 0.02 | 0.08 | 0.12 | -0.15 | -0.14 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | -0.01 | -0.01 | -0.02 | -0.06 |
Beta | NA | 1.03 | 0.99 | 1.05 | 1.14 | 1.18 | NA | 1.26 | 0.9 | 1.06 | 1.27 | 1.24 | 1.21 | 1.29 | 1.13 | 1.36 | 1.33 | 1.37 | 1.26 | 1.39 | 1.48 | 1.32 | 1.25 | 1.38 | 1.16 |
RSquared | NA | 0.94 | 0.93 | 0.6 | 0.74 | 0.78 | NA | 0.85 | 0.78 | 0.94 | 0.24 | 0.98 | 0.84 | 0.93 | 0.75 | 0.92 | 0.92 | 0.87 | 0.89 | 0.86 | 0.93 | 0.91 | 0.95 | 0.93 | 0.63 |
Yield(%) | N/A | 0.7 | 3.6 | 5.2 | 5.5 | 4.9 | 5.8 | N/A | 3.6 | 5.1 | 7.6 | 6.0 | 4.4 | 5.5 | 4.0 | 3.8 | 4.2 | 4.1 | 3.7 | 3.5 | 3.1 | 2.9 | 1.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -77.8 | -39.5 | 8.2 | 31.1 | N/A | N/A | N/A | -41.9 | -34.0 | 32.4 | 51.1 | -26.6 | 45.5 | 10.0 | -13.0 | 2.2 | 15.4 | 14.7 | 13.3 | 15.4 | 188.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/04/2007
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