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TCNIX: TIAA-CREF LIFECYCLE 2015 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 9.55 0.04(0.42%) July 07
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | (67%) |
Start Date: | 01/19/2007 |
Last Dividend Date: | 12/13/2024 |
12-Mo. Yield | 3.71% |
Expenses | 0.38% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/19/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 5.5 | 7.3 | 6.7 | 2.9 | 4.3 | 6.0 | 4.7 | 7.1 | 11.1 | -16.3 | 1.2 | 8.0 | 16.5 | -4.4 | 13.8 | 6.4 | 0.4 | 4.8 | 14.0 | 13.5 | 0.7 | 12.7 | 21.6 | -26.8 | 9.0 |
Sharpe Ratio | NA | 1.17 | 0.65 | 0.44 | 0.09 | 0.35 | NA | 0.35 | 0.1 | 1.17 | -1.59 | 0.13 | 0.55 | 3.06 | -0.84 | 3.84 | 0.86 | 0.05 | 0.8 | 2.08 | 1.78 | 0.05 | 1.14 | 1.32 | -1.12 | 0.67 |
Draw Down(%) | NA | 6.1 | 6.5 | 9.5 | 22.8 | 22.8 | NA | 39.6 | 3.1 | 5.9 | 17.2 | 8.5 | 18.7 | 2.2 | 9.6 | 1.0 | 6.1 | 7.3 | 4.7 | 6.0 | 6.4 | 12.5 | 8.6 | 17.3 | 36.5 | 6.9 |
Standard Deviation(%) | NA | 7.9 | 6.9 | 7.5 | 8.2 | 8.2 | NA | 10.7 | 5.5 | 5.9 | 11.2 | 8.7 | 14.2 | 4.9 | 6.9 | 3.5 | 7.2 | 7.3 | 6.0 | 6.7 | 7.6 | 13.6 | 11.0 | 16.2 | 24.7 | 9.8 |
Treynor Ratio | NA | 0.0 | 0.0 | 0.05 | 0.01 | 0.02 | NA | 0.04 | 0.0 | 0.0 | -0.15 | 0.11 | 0.07 | 0.13 | -0.05 | 0.12 | 0.06 | 0.0 | 0.04 | 0.13 | 0.13 | 0.01 | 0.12 | 0.22 | -0.28 | 0.07 |
Alpha | NA | NA | NA | 0.02 | 0.01 | 0.0 | NA | 0.0 | NA | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 |
Beta | NA | NA | NA | 0.65 | 1.23 | 1.16 | NA | 1.03 | NA | NA | 1.19 | 0.1 | 1.15 | 1.16 | 1.13 | 1.12 | 1.08 | 1.04 | 1.09 | 1.07 | 1.07 | 1.04 | 1.01 | 0.96 | 0.99 | 0.92 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.32 | 0.65 | NA | 0.87 | 0.0 | 0.0 | 0.4 | 0.03 | 0.86 | 0.89 | 0.95 | 0.88 | 0.96 | 0.97 | 0.96 | 0.97 | 0.97 | 0.99 | 0.97 | 0.99 | 0.99 | 0.93 |
Yield(%) | N/A | 0.0 | 3.7 | 3.6 | 3.3 | 4.7 | 6.0 | N/A | 3.9 | 4.1 | 2.8 | 3.6 | 3.0 | 5.0 | 7.4 | 6.6 | 6.5 | 8.2 | 8.0 | 7.7 | 6.0 | 5.3 | 3.1 | 2.8 | 2.6 | 4.1 |
Dividend Growth(%) | N/A | -100.0 | 2.1 | -13.7 | -49.9 | N/A | N/A | N/A | 2.1 | 18.0 | -23.0 | 23.0 | -32.6 | -40.3 | 20.0 | 2.3 | -27.5 | 0.7 | 7.8 | 37.9 | 9.0 | 85.9 | 32.7 | -23.5 | -33.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2007
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