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TCLOX: TIAA-CREF LIFECYCLE 2040 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 16.59 0.14(0.85%) April 26
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | (91%) |
Start Date: | 12/28/2004 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 1.32% |
Expenses | 0.44% |
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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(%) | 2.2 | 4.5 | 17.4 | 2.5 | 8.0 | 7.7 | 10.5 | 6.9 | 18.0 | -16.9 | 13.9 | 16.1 | 24.4 | -9.3 | 22.5 | 7.6 | -0.1 | 4.4 | 25.9 | 17.4 | -3.9 | 15.2 | 28.4 | -38.1 | 10.3 | 13.2 | 2.3 | 0.1 |
Sharpe Ratio | NA | 0.45 | 0.98 | -0.01 | 0.36 | 0.45 | NA | 0.33 | 1.36 | -0.99 | 1.32 | 0.58 | 2.25 | -0.77 | 3.41 | 0.56 | -0.01 | 0.4 | 2.39 | 1.35 | -0.17 | 0.88 | 1.17 | -1.06 | 0.51 | 1.07 | 0.01 | 1.49 |
Draw Down(%) | NA | 4.5 | 9.5 | 24.3 | 30.1 | 30.1 | NA | 53.9 | 9.5 | 23.4 | 5.0 | 30.1 | 5.4 | 18.7 | 1.9 | 11.6 | 12.5 | 8.8 | 7.2 | 11.1 | 21.5 | 14.5 | 24.6 | 48.9 | 10.3 | 8.7 | 5.1 | 0.1 |
Standard Deviation(%) | NA | 9.1 | 9.5 | 13.4 | 16.6 | 14.4 | NA | 16.9 | 10.2 | 18.5 | 10.5 | 27.1 | 10.2 | 13.8 | 6.4 | 13.2 | 13.6 | 10.8 | 10.8 | 13.0 | 22.9 | 17.2 | 24.1 | 36.8 | 14.3 | 9.3 | 8.4 | 2.6 |
Treynor Ratio | NA | 0.04 | 0.1 | 0.0 | 0.07 | 0.07 | NA | 0.06 | 0.15 | -0.18 | 0.72 | 0.17 | 0.63 | -0.13 | 0.2 | 0.07 | 0.0 | 0.04 | 0.24 | 0.16 | -0.04 | 0.15 | 0.31 | -0.39 | 0.08 | 0.11 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.03 | 0.01 | 0.05 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | NA | NA |
Beta | NA | 1.03 | 0.94 | 0.99 | 0.85 | 0.89 | NA | 0.95 | 0.95 | 0.99 | 0.19 | 0.95 | 0.36 | 0.82 | 1.12 | 1.04 | 1.04 | 1.09 | 1.06 | 1.06 | 1.05 | 1.02 | 0.9 | 1.0 | 0.96 | 0.91 | NA | NA |
RSquared | NA | 0.97 | 0.84 | 0.94 | 0.82 | 0.85 | NA | 0.9 | 0.86 | 0.95 | 0.18 | 0.91 | 0.39 | 0.79 | 0.96 | 0.98 | 0.99 | 0.98 | 0.99 | 0.99 | 1.0 | 0.99 | 0.87 | 0.99 | 0.94 | 0.4 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 1.5 | 4.6 | 5.5 | 5.9 | 8.9 | N/A | 1.6 | 4.5 | 8.8 | 6.1 | 4.6 | 6.0 | 5.5 | 5.5 | 6.7 | 6.4 | 7.1 | 4.9 | 2.9 | 2.0 | 1.8 | 1.5 | 3.2 | 2.8 | 0.0 | 3.4 |
Dividend Growth(%) | N/A | -100.0 | -72.2 | 2.1 | -1.7 | N/A | N/A | N/A | -72.2 | -45.1 | 56.5 | 58.6 | -35.6 | 28.6 | 4.5 | -24.7 | 3.5 | 3.6 | 62.7 | 59.4 | 60.0 | 42.9 | -26.3 | -50.0 | 22.6 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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