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TCLPX: TIAA-CREF LIFECYCLE 2050 FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 14.27 0.08(0.56%) May 14
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (56%) |
Start Date: | 10/01/2009 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 2.04% |
Expenses | 0.60% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/01/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 8.5 | 22.0 | 5.3 | 10.5 | 8.6 | 9.9 | 19.8 | -17.8 | 16.2 | 17.3 | 25.9 | -9.9 | 23.8 | 8.0 | 0.1 | 4.5 | 25.9 | 17.4 | -3.6 | 15.1 | 5.4 |
Sharpe Ratio | NA | 1.93 | 1.61 | 0.1 | 0.41 | 0.45 | 0.55 | 1.37 | -0.92 | 0.77 | 0.56 | 2.16 | -0.75 | 3.42 | 0.57 | 0.0 | 0.41 | 2.39 | 1.35 | -0.16 | 0.86 | 1.51 |
Draw Down(%) | NA | 4.8 | 10.2 | 31.2 | 32.5 | 32.5 | 32.5 | 10.2 | 24.9 | 12.2 | 32.5 | 6.1 | 20.0 | 2.1 | 12.0 | 12.5 | 8.8 | 7.2 | 11.1 | 21.4 | 14.4 | 5.9 |
Standard Deviation(%) | NA | 10.2 | 10.5 | 18.1 | 20.3 | 16.8 | 16.6 | 11.5 | 21.0 | 21.0 | 30.7 | 11.3 | 15.0 | 6.8 | 13.7 | 13.6 | 10.9 | 10.8 | 12.9 | 22.8 | 17.5 | 15.6 |
Treynor Ratio | NA | 0.23 | 0.19 | 0.02 | 0.1 | 0.09 | 0.1 | 0.19 | -0.23 | 0.16 | 0.2 | 0.28 | -0.13 | 0.24 | 0.08 | 0.0 | 0.05 | 0.27 | 0.18 | -0.04 | 0.16 | 0.25 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.04 | 0.0 | 0.0 | -0.03 | 0.01 | -0.01 | 0.0 | -0.03 | -0.01 | 0.01 | -0.02 | 0.0 | -0.04 |
Beta | NA | 0.85 | 0.88 | 0.84 | 0.86 | 0.87 | 0.9 | 0.84 | 0.84 | 1.02 | 0.87 | 0.88 | 0.85 | 0.96 | 1.01 | 0.85 | 0.93 | 0.96 | 0.99 | 0.97 | 0.95 | 0.95 |
RSquared | NA | 0.94 | 0.94 | 0.65 | 0.82 | 0.85 | 0.88 | 0.92 | 0.93 | 0.4 | 0.98 | 0.93 | 0.95 | 0.89 | 0.94 | 0.95 | 0.95 | 0.96 | 0.96 | 0.98 | 0.96 | 0.92 |
Yield(%) | N/A | 0.0 | 2.0 | 6.3 | 7.5 | 6.5 | N/A | 2.2 | 6.5 | 12.1 | 7.4 | 6.4 | 4.5 | 4.3 | 4.0 | 5.1 | 5.0 | 5.0 | 2.8 | 2.0 | 2.8 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -74.9 | 30.9 | 83.9 | N/A | N/A | -75.3 | -43.3 | 76.3 | 38.6 | 22.8 | 23.9 | 15.0 | -27.3 | 3.8 | 15.2 | 109.1 | 29.4 | -19.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2009
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