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TCLNX: TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 14.46 0.05(0.34%) April 25
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (88%) |
Start Date: | 12/28/2004 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 1.80% |
Expenses | 0.42% |
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Performance Analytics (As of 04/25/2024)
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(%) | 0.6 | 2.1 | 11.6 | 1.1 | 6.2 | 6.4 | 9.3 | 5.8 | 14.4 | -15.4 | 10.9 | 14.2 | 20.9 | -7.2 | 18.9 | 7.1 | 0.1 | 4.5 | 21.8 | 16.2 | -2.6 | 14.4 | 26.7 | -36.5 | 9.4 | 9.1 | 2.0 | 0.1 |
Sharpe Ratio | NA | 0.09 | 0.82 | -0.11 | 0.32 | 0.44 | NA | 0.3 | 1.29 | -1.17 | 0.77 | 0.66 | 2.46 | -0.79 | 3.56 | 0.64 | 0.0 | 0.5 | 2.33 | 1.45 | -0.13 | 0.9 | 1.18 | -1.07 | 0.48 | 0.67 | -0.02 | 1.13 |
Draw Down(%) | NA | 3.7 | 7.8 | 25.3 | 25.5 | 25.5 | NA | 51.9 | 7.8 | 20.9 | 8.3 | 25.5 | 4.0 | 15.0 | 1.5 | 9.5 | 10.4 | 7.2 | 6.8 | 9.7 | 19.0 | 13.1 | 23.3 | 47.3 | 10.0 | 7.3 | 4.7 | 0.1 |
Standard Deviation(%) | NA | 7.1 | 7.4 | 12.3 | 14.0 | 11.9 | NA | 15.1 | 7.9 | 14.5 | 14.1 | 21.2 | 7.9 | 10.8 | 5.1 | 10.8 | 11.1 | 9.0 | 9.4 | 11.2 | 20.2 | 15.9 | 22.5 | 34.9 | 13.5 | 8.7 | 7.5 | 2.6 |
Treynor Ratio | NA | 0.01 | 0.07 | -0.01 | 0.05 | 0.05 | NA | 0.05 | 0.12 | -0.18 | 0.6 | 0.14 | 0.19 | -0.08 | 0.17 | 0.07 | 0.0 | 0.04 | 0.21 | 0.15 | -0.03 | 0.14 | 0.29 | -0.37 | 0.07 | 0.07 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | -0.01 | NA | NA |
Beta | NA | 0.93 | 0.84 | 0.93 | 0.96 | 0.99 | NA | 0.99 | 0.85 | 0.92 | 0.18 | 0.98 | 1.03 | 1.04 | 1.1 | 1.04 | 1.03 | 1.09 | 1.06 | 1.07 | 1.04 | 1.03 | 0.9 | 1.01 | 0.94 | 0.84 | NA | NA |
RSquared | NA | 0.97 | 0.82 | 0.68 | 0.85 | 0.89 | NA | 0.92 | 0.84 | 0.94 | 0.06 | 0.99 | 0.94 | 0.98 | 0.95 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 1.0 | 0.98 | 0.87 | 0.99 | 0.94 | 0.48 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 2.0 | 4.4 | 5.1 | 5.4 | 8.0 | N/A | 2.1 | 4.6 | 7.8 | 5.3 | 4.1 | 5.7 | 5.1 | 5.3 | 6.3 | 6.2 | 6.5 | 4.5 | 3.0 | 2.2 | 1.8 | 1.6 | 3.4 | 0.0 | 0.0 | 3.2 |
Dividend Growth(%) | N/A | -100.0 | -63.9 | 6.4 | -5.5 | N/A | N/A | N/A | -63.9 | -39.5 | 58.7 | 50.0 | -36.7 | 27.4 | 0.0 | -22.5 | 1.3 | 6.8 | 60.9 | 43.8 | 52.4 | 50.0 | -26.3 | -52.5 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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