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TCLFX: TIAA-CREF LIFECYCLE 2025 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 13.58 0.03(0.22%) April 18
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (92%) |
Start Date: | 12/28/2004 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.41% |
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Performance Analytics (As of 04/16/2024)
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(%) | -2.0 | 1.1 | 8.7 | 0.5 | 5.4 | 5.9 | 8.6 | 5.6 | 12.8 | -14.5 | 9.4 | 13.2 | 19.2 | -6.3 | 17.1 | 6.7 | 0.1 | 4.6 | 19.1 | 15.2 | -1.5 | 13.9 | 25.0 | -33.5 | 9.3 | 10.8 | 2.1 | 0.2 |
Sharpe Ratio | NA | 0.89 | 1.03 | -0.08 | 0.33 | 0.48 | NA | 0.34 | 1.22 | -1.26 | 0.72 | 0.7 | 2.62 | -0.82 | 3.63 | 0.68 | 0.01 | 0.57 | 2.26 | 1.54 | -0.09 | 0.97 | 1.23 | -1.08 | 0.52 | 0.98 | -0.01 | 5.31 |
Draw Down(%) | NA | 1.8 | 7.1 | 24.1 | 24.1 | 24.1 | NA | 48.1 | 7.1 | 19.6 | 7.9 | 23.0 | 3.3 | 13.1 | 1.4 | 8.4 | 9.4 | 6.3 | 6.5 | 8.7 | 17.0 | 11.6 | 21.4 | 44.0 | 9.0 | 6.9 | 4.2 | 0.1 |
Standard Deviation(%) | NA | 6.3 | 6.7 | 11.1 | 12.3 | 10.5 | NA | 13.5 | 7.1 | 12.7 | 13.1 | 18.4 | 6.8 | 9.4 | 4.5 | 9.5 | 9.8 | 8.0 | 8.5 | 10.0 | 18.0 | 14.2 | 20.2 | 31.6 | 12.2 | 7.7 | 7.1 | 2.6 |
Treynor Ratio | NA | 0.06 | 0.08 | -0.01 | 0.14 | 0.14 | NA | 0.07 | 0.1 | -0.17 | 0.09 | 0.26 | 3.21 | -0.31 | 0.15 | 0.06 | 0.0 | 0.04 | 0.18 | 0.14 | -0.02 | 0.14 | 0.28 | -0.34 | 0.07 | 0.08 | 0.0 | 0.17 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.06 | -0.03 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | -0.01 | 0.0 |
Beta | NA | 0.93 | 0.84 | 0.92 | 0.3 | 0.36 | NA | 0.64 | 0.84 | 0.92 | 1.05 | 0.5 | 0.06 | 0.25 | 1.08 | 1.03 | 1.02 | 1.08 | 1.05 | 1.06 | 1.05 | 1.02 | 0.88 | 1.01 | 0.93 | 0.89 | 1.07 | 0.78 |
RSquared | NA | 0.96 | 0.81 | 0.66 | 0.27 | 0.33 | NA | 0.61 | 0.83 | 0.97 | 0.34 | 0.51 | 0.08 | 0.3 | 0.93 | 0.97 | 0.98 | 0.98 | 0.98 | 0.98 | 1.0 | 0.98 | 0.86 | 0.99 | 0.93 | 0.89 | 0.8 | 0.73 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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