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TCLTX: TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 13.41 0.07(0.52%) May 02
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 12/28/2004 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 2.41% |
| Expenses | 0.39% |
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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(%) | 1.1 | 1.3 | 6.5 | 4.1 | 4.1 | 4.0 | 5.7 | 4.9 | 4.7 | 7.1 | 11.7 | -16.5 | 2.9 | 8.9 | 17.5 | -5.4 | 15.2 | 6.4 | 0.2 | 4.5 | 16.3 | 14.3 | -0.5 | 13.2 | 23.1 | -30.3 | 9.2 | 10.3 | 1.9 | 0.0 |
| Sharpe Ratio | NA | 0.09 | 0.02 | -0.03 | 0.17 | 0.26 | NA | NA | 0.29 | 0.09 | 1.16 | -1.53 | 0.35 | 0.55 | 2.85 | -0.85 | 3.76 | 0.74 | 0.02 | 0.65 | 2.15 | 1.64 | -0.03 | 1.03 | 1.27 | -1.11 | 0.58 | 0.99 | -0.04 | 0.48 |
| Draw Down(%) | NA | 7.0 | 7.8 | 10.2 | 22.9 | 22.9 | NA | NA | 44.2 | 3.5 | 6.4 | 18.3 | 7.6 | 20.4 | 2.6 | 11.2 | 1.1 | 7.2 | 8.3 | 5.4 | 6.2 | 7.6 | 14.8 | 10.2 | 19.4 | 40.5 | 8.0 | 6.2 | 3.9 | 0.2 |
| Standard Deviation(%) | NA | 10.3 | 7.7 | 8.5 | 8.7 | 9.0 | NA | NA | 11.6 | 6.0 | 6.5 | 11.7 | 8.2 | 15.8 | 5.6 | 7.9 | 3.9 | 8.4 | 8.5 | 6.9 | 7.6 | 8.8 | 15.7 | 12.7 | 18.1 | 28.1 | 10.8 | 7.1 | 6.7 | 2.8 |
| Treynor Ratio | NA | 0.01 | 0.0 | 0.0 | 0.03 | 0.12 | NA | NA | 0.08 | 0.02 | 0.08 | -0.18 | 0.03 | 0.23 | 7.19 | -0.4 | 0.14 | 0.06 | 0.0 | 0.04 | 0.15 | 0.14 | -0.01 | 0.13 | 0.26 | -0.31 | 0.07 | 0.08 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | 0.0 | -0.01 | -0.02 | 0.02 | 0.06 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | NA | NA |
| Beta | NA | 1.17 | 1.13 | 0.94 | 0.57 | 0.19 | NA | NA | 0.44 | 0.32 | 0.9 | 0.99 | 0.99 | 0.38 | 0.02 | 0.17 | 1.02 | 1.03 | 1.0 | 1.07 | 1.05 | 1.05 | 1.03 | 1.03 | 0.88 | 1.0 | 0.93 | 0.84 | NA | NA |
| RSquared | NA | 0.98 | 0.96 | 0.86 | 0.48 | 0.19 | NA | NA | 0.42 | 0.31 | 0.81 | 0.91 | 0.55 | 0.36 | 0.04 | 0.21 | 0.91 | 0.97 | 0.98 | 0.97 | 0.98 | 0.98 | 0.99 | 0.98 | 0.87 | 0.99 | 0.93 | 0.39 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.4 | 2.2 | 2.4 | 3.6 | 4.6 | 4.1 | N/A | 2.5 | 2.6 | 1.7 | 2.4 | 2.1 | 3.8 | 5.8 | 4.9 | 5.2 | 6.1 | 6.1 | 6.1 | 4.7 | 3.9 | 2.4 | 2.0 | 1.8 | 3.6 | 2.5 | 0.0 | 2.8 |
| Dividend Growth(%) | N/A | -100.0 | 3.3 | -20.2 | -53.0 | 24.8 | N/A | N/A | N/A | 3.3 | 25.9 | -30.3 | 21.6 | -36.2 | -41.6 | 29.2 | -2.7 | -20.2 | -1.0 | 7.3 | 44.0 | 16.0 | 77.8 | 40.6 | -23.1 | -46.2 | 52.8 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2004
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See Target Date 2016-2020 Asset Class Trend Rankings |
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