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TCIIX: TIAA-CREF LIFECYCLE 2035 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 11.51 0.04(0.35%) July 03
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (69%) |
Start Date: | 01/18/2007 |
Last Dividend Date: | 12/13/2024 |
12-Mo. Yield | 2.76% |
Expenses | 0.52% |
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Performance Analytics (As of 07/03/2025)
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/18/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 7.7 | 8.2 | 9.3 | 4.9 | 5.8 | 9.0 | 6.1 | 9.5 | 16.4 | -21.2 | 4.1 | 10.2 | 23.1 | -8.1 | 21.1 | 7.5 | 0.1 | 14.2 | 24.8 | 17.3 | -3.4 | 15.3 | 28.7 | -38.0 | 9.4 |
Sharpe Ratio | NA | 0.94 | 0.42 | 0.5 | 0.22 | 0.32 | NA | 0.3 | 0.33 | 1.36 | -1.27 | 0.32 | 0.4 | 2.4 | -0.77 | 3.6 | 0.61 | 0.01 | 1.06 | 2.41 | 1.4 | -0.15 | 0.88 | 1.16 | -1.05 | 0.48 |
Draw Down(%) | NA | 11.2 | 12.3 | 12.5 | 28.8 | 28.8 | NA | 53.8 | 5.3 | 8.6 | 22.1 | 11.5 | 28.0 | 4.7 | 16.7 | 1.7 | 10.5 | 11.3 | 8.0 | 7.1 | 10.7 | 21.0 | 14.4 | 24.5 | 48.9 | 10.3 |
Standard Deviation(%) | NA | 13.7 | 11.8 | 11.9 | 12.8 | 13.6 | NA | 17.0 | 8.6 | 9.0 | 17.8 | 12.8 | 24.7 | 9.0 | 12.4 | 5.7 | 12.0 | 12.4 | 13.4 | 10.3 | 12.4 | 22.4 | 17.2 | 24.7 | 36.9 | 14.4 |
Treynor Ratio | NA | 0.13 | 0.05 | 0.06 | 0.03 | 0.04 | NA | 0.05 | 0.03 | 0.13 | -0.23 | 0.13 | 0.1 | 0.21 | -0.09 | 0.19 | 0.07 | 0.0 | 0.13 | 0.23 | 0.16 | -0.03 | 0.15 | 0.29 | -0.39 | 0.07 |
Alpha | NA | -0.01 | -0.02 | -0.01 | -0.02 | -0.01 | NA | 0.0 | 0.0 | 0.0 | -0.02 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 |
Beta | NA | 0.99 | 0.99 | 0.98 | 1.0 | 1.02 | NA | 1.01 | 0.86 | 0.96 | 0.99 | 0.3 | 1.0 | 1.04 | 1.07 | 1.09 | 1.04 | 1.04 | 1.13 | 1.06 | 1.07 | 1.05 | 1.01 | 0.99 | 1.01 | 0.94 |
RSquared | NA | 0.99 | 0.97 | 0.89 | 0.84 | 0.92 | NA | 0.95 | 0.85 | 0.97 | 0.87 | 0.18 | 0.96 | 0.94 | 0.99 | 0.95 | 0.98 | 0.99 | 0.56 | 0.98 | 0.99 | 1.0 | 0.98 | 0.99 | 0.99 | 0.94 |
Yield(%) | N/A | 0.0 | 2.7 | 2.8 | 2.9 | 4.9 | 7.9 | N/A | 3.0 | 3.1 | 1.9 | 3.8 | 3.0 | 6.5 | 7.7 | 7.1 | 7.1 | 8.5 | 16.3 | 8.6 | 5.7 | 3.7 | 2.7 | 2.3 | 2.1 | 4.1 |
Dividend Growth(%) | N/A | -100.0 | 7.9 | -41.0 | -57.7 | N/A | N/A | N/A | 7.9 | 29.3 | -50.5 | 35.6 | -45.9 | -30.1 | 23.2 | 3.2 | -23.8 | -49.4 | 112.0 | 67.8 | 47.0 | 50.7 | 46.0 | -31.2 | -46.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/18/2007
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