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TCFPX: TIAA-CREF LIFECYCLE 2015 FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 9.03 0.03(0.33%) May 14
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | (39%) |
Start Date: | 10/01/2009 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 3.76% |
Expenses | 0.38% |
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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 | Since 10/01/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 3.4 | 10.2 | 1.6 | 5.4 | 5.2 | 6.7 | 11.1 | -13.1 | 7.5 | 11.7 | 16.4 | -4.6 | 13.7 | 6.3 | 0.2 | 4.6 | 13.7 | 13.4 | 0.7 | 12.4 | 4.6 |
Sharpe Ratio | NA | 0.85 | 0.97 | -0.12 | 0.32 | 0.47 | 0.64 | 1.15 | -1.43 | 0.5 | 0.83 | 3.0 | -0.87 | 3.8 | 0.83 | 0.02 | 0.77 | 2.05 | 1.77 | 0.05 | 1.11 | 1.97 |
Draw Down(%) | NA | 2.9 | 5.9 | 24.0 | 24.0 | 24.0 | 24.0 | 5.9 | 17.3 | 9.8 | 18.7 | 2.1 | 9.8 | 1.0 | 6.0 | 7.4 | 4.7 | 6.0 | 6.4 | 12.6 | 8.8 | 3.9 |
Standard Deviation(%) | NA | 5.6 | 5.9 | 11.0 | 10.8 | 8.8 | 9.2 | 6.0 | 10.2 | 15.1 | 13.8 | 5.0 | 6.8 | 3.5 | 7.3 | 7.3 | 6.0 | 6.7 | 7.6 | 13.6 | 11.1 | 10.0 |
Treynor Ratio | NA | 0.0 | 0.0 | -0.06 | 0.06 | 0.06 | 0.07 | 0.0 | -0.12 | 0.69 | 0.1 | 0.13 | -0.05 | 0.12 | 0.06 | 0.0 | 0.04 | 0.13 | 0.13 | 0.01 | 0.12 | 0.2 |
Alpha | NA | NA | NA | 0.0 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
Beta | NA | NA | NA | 0.22 | 0.6 | 0.74 | 0.87 | NA | 1.17 | 0.11 | 1.2 | 1.17 | 1.13 | 1.13 | 1.1 | 1.04 | 1.09 | 1.07 | 1.07 | 1.04 | 1.0 | 1.0 |
RSquared | NA | 0.0 | 0.0 | 0.03 | 0.24 | 0.38 | 0.58 | 0.0 | 0.46 | 0.01 | 0.98 | 0.89 | 0.96 | 0.89 | 0.96 | 0.97 | 0.96 | 0.97 | 0.97 | 0.99 | 0.94 | 0.98 |
Yield(%) | N/A | 0.0 | 3.8 | 6.0 | 6.3 | 6.2 | N/A | 3.9 | 6.1 | 9.7 | 6.5 | 4.8 | 7.3 | 6.5 | 6.4 | 8.1 | 7.8 | 7.6 | 5.9 | 5.2 | 3.0 | 2.3 |
Dividend Growth(%) | N/A | -100.0 | -47.5 | 7.4 | -16.1 | N/A | N/A | -47.5 | -39.0 | 56.2 | 52.4 | -42.5 | 19.7 | 3.4 | -28.0 | 1.2 | 6.6 | 38.2 | 10.0 | 85.2 | 35.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2009
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