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TCHPX: TIAA-CREF LIFECYCLE 2030 FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 10.29 0.09(0.88%) May 15
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (35%) |
Start Date: | 10/01/2009 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 3.06% |
Expenses | 0.50% |
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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(%) | 1.8 | 6.2 | 15.2 | 3.0 | 7.5 | 7.0 | 8.6 | 14.4 | -15.3 | 11.0 | 14.2 | 22.8 | -7.2 | 19.0 | 7.2 | 0.1 | 4.7 | 21.9 | 16.3 | -2.4 | 14.4 | 6.5 |
Sharpe Ratio | NA | 1.44 | 1.32 | -0.02 | 0.42 | 0.51 | 0.63 | 1.28 | -1.15 | 1.33 | 0.66 | 2.67 | -0.78 | 3.59 | 0.65 | 0.01 | 0.52 | 2.35 | 1.45 | -0.12 | 0.9 | 2.01 |
Draw Down(%) | NA | 3.6 | 7.7 | 21.7 | 25.4 | 25.4 | 25.4 | 7.7 | 20.9 | 4.0 | 25.4 | 4.0 | 14.9 | 1.5 | 9.4 | 10.4 | 7.2 | 6.8 | 9.8 | 19.1 | 13.0 | 5.4 |
Standard Deviation(%) | NA | 7.2 | 7.5 | 10.5 | 13.1 | 11.4 | 12.4 | 8.0 | 14.6 | 8.3 | 21.2 | 8.0 | 10.8 | 5.2 | 10.8 | 11.1 | 9.0 | 9.3 | 11.3 | 20.1 | 15.9 | 14.2 |
Treynor Ratio | NA | 0.11 | 0.12 | 0.0 | 0.06 | 0.06 | 0.08 | 0.12 | -0.18 | 0.11 | 0.14 | 0.21 | -0.08 | 0.17 | 0.07 | 0.0 | 0.04 | 0.21 | 0.15 | -0.02 | 0.14 | 0.28 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 0.92 | 0.85 | 0.93 | 0.96 | 0.99 | 1.01 | 0.86 | 0.94 | 0.99 | 0.98 | 1.03 | 1.04 | 1.1 | 1.04 | 1.03 | 1.09 | 1.05 | 1.07 | 1.04 | 1.03 | 1.02 |
RSquared | NA | 0.97 | 0.82 | 0.94 | 0.97 | 0.97 | 0.98 | 0.84 | 0.97 | 0.98 | 0.99 | 0.93 | 0.98 | 0.95 | 0.98 | 0.98 | 0.98 | 0.98 | 0.99 | 1.0 | 0.98 | 0.99 |
Yield(%) | N/A | 0.0 | 3.1 | 6.3 | 7.0 | 7.0 | N/A | 3.2 | 6.6 | 10.9 | 7.3 | 7.3 | 7.6 | 6.7 | 6.9 | 7.9 | 7.6 | 8.0 | 5.6 | 3.8 | 2.8 | 2.1 |
Dividend Growth(%) | N/A | -100.0 | -61.9 | -0.3 | -8.4 | N/A | N/A | -62.2 | -38.8 | 57.1 | 16.7 | -18.5 | 26.6 | 0.0 | -21.0 | 1.2 | 5.3 | 58.3 | 41.2 | 47.8 | 43.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2009
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