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TCLIX: TIAA-CREF LIFECYCLE 2015 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 11.92 0.02(0.17%) April 24
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | (96%) |
Start Date: | 12/28/2004 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.38% |
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Performance Analytics (As of 04/19/2024)
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(%) | 0.4 | 1.2 | 7.6 | 0.5 | 4.5 | 4.9 | 7.3 | 5.0 | 10.9 | -13.1 | 7.4 | 11.6 | 16.3 | -4.7 | 13.6 | 6.1 | 0.2 | 4.5 | 13.7 | 13.3 | 0.5 | 12.4 | 21.3 | -26.9 | 9.5 | 6.7 | 1.3 | 0.1 |
Sharpe Ratio | NA | -0.41 | 0.55 | -0.28 | 0.32 | 0.5 | NA | 0.36 | 1.13 | -1.42 | 1.34 | 0.82 | 3.01 | -0.88 | 3.71 | 0.82 | 0.02 | 0.74 | 2.04 | 1.76 | 0.03 | 1.12 | 1.33 | -1.12 | 0.67 | 0.48 | -0.14 | 4.31 |
Draw Down(%) | NA | 3.0 | 6.0 | 18.0 | 18.7 | 18.7 | NA | 39.9 | 6.0 | 17.4 | 2.7 | 18.7 | 2.2 | 9.8 | 1.1 | 6.1 | 7.4 | 4.7 | 6.0 | 6.5 | 12.6 | 8.7 | 17.5 | 36.7 | 6.9 | 5.6 | 4.0 | 0.1 |
Standard Deviation(%) | NA | 5.5 | 5.8 | 7.5 | 8.8 | 7.6 | NA | 10.3 | 6.0 | 10.2 | 5.5 | 13.8 | 4.9 | 6.9 | 3.5 | 7.2 | 7.3 | 6.0 | 6.7 | 7.6 | 13.5 | 10.9 | 16.0 | 24.8 | 9.6 | 7.3 | 6.4 | 2.7 |
Treynor Ratio | NA | 0.0 | 0.0 | -0.09 | 0.05 | 0.05 | NA | 0.04 | 0.0 | -0.12 | 0.77 | 0.09 | 0.13 | -0.05 | 0.11 | 0.05 | 0.0 | 0.04 | 0.13 | 0.12 | 0.0 | 0.12 | 0.24 | -0.28 | 0.07 | 0.04 | -0.01 | 0.15 |
Alpha | NA | NA | NA | -0.01 | 0.0 | 0.0 | NA | 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 | -0.01 | 0.0 | 0.01 | -0.02 | 0.01 | -0.02 | -0.02 | -0.01 |
Beta | NA | NA | NA | 0.22 | 0.59 | 0.74 | NA | 0.91 | NA | 1.19 | 0.1 | 1.2 | 1.17 | 1.14 | 1.16 | 1.09 | 1.04 | 1.1 | 1.07 | 1.07 | 1.04 | 1.0 | 0.88 | 0.99 | 0.92 | 0.94 | 1.09 | 0.81 |
RSquared | NA | 0.0 | 0.0 | 0.07 | 0.36 | 0.51 | NA | 0.81 | 0.0 | 0.47 | 0.06 | 0.99 | 0.9 | 0.96 | 0.89 | 0.96 | 0.97 | 0.97 | 0.97 | 0.98 | 0.99 | 0.97 | 0.86 | 0.99 | 0.93 | 0.78 | 0.75 | 0.71 |
Yield(%) | N/A | 0.0 | 2.7 | 4.6 | 4.8 | 5.1 | 6.8 | N/A | 2.8 | 4.5 | 7.4 | 5.0 | 3.7 | 5.7 | 5.2 | 5.2 | 6.7 | 6.5 | 6.4 | 4.9 | 4.3 | 2.5 | 2.2 | 2.1 | 3.5 | 0.0 | 0.0 | 2.6 |
Dividend Growth(%) | N/A | -100.0 | -47.5 | 8.0 | -16.6 | N/A | N/A | N/A | -47.5 | -39.8 | 58.1 | 51.2 | -42.3 | 20.3 | 1.7 | -28.4 | 1.2 | 8.1 | 39.6 | 10.4 | 92.0 | 31.6 | -24.0 | -35.9 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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