Find A Portfolio/Ticker
Comparison Box
TCLEX: TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 12.67 0.09(0.72%) May 03
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (90%) |
Start Date: | 12/28/2004 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.37% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/26/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 2.2 | 8.5 | 0.6 | 4.5 | 4.7 | 6.8 | 5.0 | 10.6 | -12.6 | 6.6 | 11.0 | 15.1 | -4.1 | 12.4 | 6.0 | 0.1 | 4.4 | 11.8 | 12.3 | 1.5 | 11.5 | 19.4 | -23.6 | 9.2 | 8.4 | 1.6 | 0.1 |
Sharpe Ratio | NA | 0.08 | 0.75 | -0.2 | 0.27 | 0.46 | NA | 0.4 | 1.13 | -1.49 | 0.5 | 0.87 | 3.14 | -0.89 | 3.82 | 0.89 | 0.01 | 0.83 | 1.95 | 1.89 | 0.13 | 1.22 | 1.4 | -1.14 | 0.75 | 0.87 | -0.11 | 2.02 |
Draw Down(%) | NA | 2.7 | 5.6 | 22.6 | 22.6 | 22.6 | NA | 35.3 | 5.6 | 16.7 | 8.6 | 17.1 | 1.8 | 8.7 | 1.0 | 5.4 | 6.9 | 4.2 | 5.7 | 5.4 | 10.5 | 7.3 | 15.3 | 32.9 | 5.8 | 4.7 | 3.5 | 0.2 |
Standard Deviation(%) | NA | 5.1 | 5.5 | 9.9 | 9.7 | 7.9 | NA | 9.4 | 5.7 | 9.5 | 13.3 | 12.2 | 4.4 | 6.1 | 3.1 | 6.5 | 6.6 | 5.3 | 6.0 | 6.5 | 11.6 | 9.4 | 13.7 | 21.5 | 8.3 | 5.9 | 5.9 | 3.2 |
Treynor Ratio | NA | 0.0 | 0.04 | -0.02 | 0.02 | 0.03 | NA | 0.03 | 0.07 | -0.13 | 0.05 | 0.09 | 0.11 | -0.04 | 0.1 | 0.04 | 0.0 | 0.03 | 0.08 | 0.08 | 0.01 | 0.07 | 0.13 | -0.13 | 0.04 | 0.04 | -0.01 | 0.04 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 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 | -0.03 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | -0.09 |
Beta | NA | 0.97 | 0.96 | 1.04 | 1.13 | 1.2 | NA | 1.44 | 0.89 | 1.05 | 1.25 | 1.25 | 1.25 | 1.36 | 1.19 | 1.46 | 1.47 | 1.55 | 1.44 | 1.64 | 1.83 | 1.64 | 1.46 | 1.81 | 1.6 | 1.36 | 1.23 | 1.62 |
RSquared | NA | 0.91 | 0.93 | 0.47 | 0.65 | 0.7 | NA | 0.78 | 0.79 | 0.94 | 0.16 | 0.98 | 0.84 | 0.93 | 0.74 | 0.9 | 0.91 | 0.86 | 0.86 | 0.83 | 0.9 | 0.86 | 0.8 | 0.92 | 0.82 | 0.81 | 0.53 | 0.98 |
Yield(%) | N/A | 0.0 | 3.1 | 5.1 | 5.6 | 5.0 | 6.1 | N/A | 3.2 | 4.9 | 8.4 | 7.2 | 4.4 | 5.0 | 4.2 | 3.6 | 4.3 | 4.4 | 3.9 | 2.6 | 2.6 | 2.5 | 2.3 | 2.6 | 3.6 | 2.5 | 0.0 | 2.6 |
Dividend Growth(%) | N/A | -100.0 | -45.6 | 0.9 | 35.6 | N/A | N/A | N/A | -45.6 | -42.9 | 20.2 | 83.3 | -21.7 | 30.2 | 20.5 | -20.0 | -3.5 | 21.3 | 62.1 | 0.0 | 11.5 | 30.0 | -33.3 | -25.0 | 48.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) 0.60% (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) 0.61% (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) 0.70% (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) 0.66% (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) 0.72% (90%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) 0.64% (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) 0.67% (85%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) 0.59% (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) 0.54% (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) 0.61% (74%)