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TCLRX: TIAA-CREF LIFECYCLE 2035 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 16.41 0.16(0.98%) May 02
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (92%) |
Start Date: | 12/28/2004 |
Last Dividend Date: | 12/13/2024 |
12-Mo. Yield | 1.64% |
Expenses | 0.43% |
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Performance Analytics (As of 05/02/2025)
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 0.9 | 7.0 | 5.5 | 6.7 | 5.4 | 7.2 | 5.8 | 5.6 | 9.7 | 16.1 | -19.7 | 6.3 | 11.3 | 22.8 | -8.2 | 20.8 | 7.3 | -0.1 | 4.4 | 24.4 | 17.0 | -3.6 | 15.0 | 28.3 | -38.2 | 9.7 | 12.5 | 2.2 | 0.0 |
Sharpe Ratio | NA | -0.02 | 0.05 | 0.09 | 0.32 | 0.28 | NA | NA | 0.26 | 0.37 | 1.33 | -1.24 | 0.56 | 0.45 | 2.35 | -0.78 | 3.49 | 0.6 | -0.01 | 0.44 | 2.37 | 1.38 | -0.16 | 0.85 | 1.17 | -1.05 | 0.48 | 1.07 | 0.0 | -0.33 |
Draw Down(%) | NA | 11.2 | 11.9 | 13.1 | 27.2 | 28.0 | NA | NA | 53.9 | 5.3 | 8.6 | 22.3 | 9.4 | 28.0 | 4.7 | 16.9 | 1.7 | 10.5 | 11.5 | 8.1 | 7.1 | 10.8 | 21.1 | 14.5 | 24.5 | 49.0 | 10.4 | 8.0 | 4.8 | 0.1 |
Standard Deviation(%) | NA | 16.0 | 11.6 | 12.3 | 12.6 | 13.4 | NA | NA | 16.1 | 8.6 | 9.0 | 17.1 | 11.2 | 24.6 | 9.1 | 12.3 | 5.8 | 12.0 | 12.3 | 10.0 | 10.3 | 12.4 | 22.4 | 17.5 | 24.1 | 37.1 | 14.1 | 8.7 | 8.0 | 1.4 |
Treynor Ratio | NA | 0.0 | 0.01 | 0.01 | 0.05 | 0.04 | NA | NA | 0.04 | 0.04 | 0.12 | -0.21 | 0.21 | 0.11 | 0.2 | -0.09 | 0.18 | 0.07 | 0.0 | 0.04 | 0.23 | 0.16 | -0.03 | 0.14 | 0.31 | -0.38 | 0.07 | 0.11 | 0.0 | -0.01 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | -0.01 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | -0.02 | -0.02 |
Beta | NA | 0.99 | 0.92 | 0.96 | 0.76 | 0.89 | NA | NA | 0.96 | 0.87 | 0.96 | 0.99 | 0.3 | 1.01 | 1.05 | 1.06 | 1.11 | 1.04 | 1.04 | 1.1 | 1.06 | 1.07 | 1.05 | 1.03 | 0.9 | 1.01 | 0.94 | 0.88 | 0.96 | 0.68 |
RSquared | NA | 0.99 | 0.92 | 0.93 | 0.7 | 0.84 | NA | NA | 0.92 | 0.87 | 0.97 | 0.93 | 0.21 | 0.98 | 0.95 | 0.98 | 0.95 | 0.98 | 0.99 | 0.98 | 0.99 | 0.99 | 1.0 | 0.98 | 0.87 | 0.99 | 0.94 | 0.91 | 0.83 | 0.98 |
Yield(%) | N/A | 0.0 | 1.6 | 1.5 | 2.1 | 3.5 | 4.9 | 4.2 | N/A | 1.7 | 1.8 | 1.1 | 2.5 | 1.9 | 4.5 | 5.6 | 5.2 | 5.3 | 6.5 | 6.3 | 6.8 | 4.5 | 2.8 | 2.0 | 1.7 | 1.6 | 3.3 | 2.7 | 0.0 | 3.2 |
Dividend Growth(%) | N/A | -100.0 | 5.4 | -44.9 | -61.4 | 35.1 | N/A | N/A | N/A | 5.4 | 36.0 | -54.2 | 37.9 | -49.2 | -31.3 | 24.1 | 2.7 | -24.5 | 1.3 | 6.1 | 71.3 | 51.5 | 55.2 | 45.9 | -33.8 | -48.2 | 31.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2004
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