Find A Portfolio/Ticker
Comparison Box
TCOIX: TIAA-CREF LIFECYCLE 2040 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 11.93 0.05(0.42%) July 03
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 01/19/2007 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 2.44% |
| Expenses | 0.44% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
| Last 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(%) | 1.4 | 8.5 | 8.9 | 10.6 | 5.6 | 6.2 | 8.8 | 5.9 | 10.7 | 18.4 | -22.4 | 4.7 | 10.4 | 24.6 | -9.1 | 22.9 | 7.8 | 0.1 | 4.6 | 26.3 | 17.5 | -3.6 | 15.4 | 28.6 | -37.9 | 9.3 |
| Sharpe Ratio | NA | 0.99 | 0.44 | 0.55 | 0.25 | 0.31 | NA | 0.28 | 0.41 | 1.39 | -1.2 | 0.33 | 0.36 | 2.26 | -0.75 | 3.47 | 0.57 | 0.0 | 0.43 | 2.45 | 1.37 | -0.16 | 0.87 | 1.16 | -1.05 | 0.47 |
| Draw Down(%) | NA | 13.4 | 14.4 | 14.4 | 30.5 | 30.5 | NA | 53.7 | 6.5 | 9.4 | 23.4 | 12.7 | 30.1 | 5.3 | 18.6 | 1.9 | 11.6 | 12.4 | 8.8 | 7.2 | 11.1 | 21.4 | 14.4 | 24.5 | 48.9 | 10.4 |
| Standard Deviation(%) | NA | 14.7 | 13.0 | 13.3 | 14.3 | 15.2 | NA | 17.7 | 10.0 | 10.2 | 19.9 | 14.2 | 27.7 | 10.2 | 13.8 | 6.4 | 13.2 | 13.6 | 10.8 | 10.8 | 12.8 | 22.8 | 17.6 | 24.7 | 37.0 | 14.5 |
| Treynor Ratio | NA | 0.22 | 0.07 | 0.08 | 0.04 | 0.05 | NA | 0.05 | 0.04 | 0.15 | -0.23 | 0.05 | 0.11 | 0.64 | -0.13 | 0.2 | 0.07 | 0.0 | 0.04 | 0.25 | 0.17 | -0.03 | 0.15 | 0.29 | -0.38 | 0.07 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | -0.01 | 0.0 | 0.0 | -0.02 | -0.03 | -0.01 | 0.05 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 |
| Beta | NA | 0.67 | 0.79 | 0.93 | 0.98 | 1.02 | NA | 1.02 | 0.95 | 0.95 | 1.02 | 0.98 | 0.93 | 0.36 | 0.82 | 1.12 | 1.05 | 1.04 | 1.1 | 1.05 | 1.05 | 1.05 | 1.04 | 0.99 | 1.01 | 0.95 |
| RSquared | NA | 0.5 | 0.63 | 0.77 | 0.78 | 0.89 | NA | 0.95 | 0.88 | 0.86 | 0.87 | 0.52 | 0.83 | 0.39 | 0.79 | 0.95 | 0.98 | 0.99 | 0.98 | 0.99 | 0.99 | 1.0 | 0.98 | 0.99 | 0.99 | 0.94 |
| Yield(%) | N/A | 0.0 | 2.4 | 2.5 | 2.9 | 5.0 | 7.4 | N/A | 2.7 | 2.9 | 1.6 | 4.0 | 3.1 | 6.8 | 8.5 | 7.7 | 7.5 | 8.9 | 8.3 | 9.1 | 6.3 | 3.8 | 2.7 | 2.4 | 2.0 | 3.9 |
| Dividend Growth(%) | N/A | -100.0 | 6.6 | -49.4 | -61.8 | N/A | N/A | N/A | 6.6 | 40.7 | -60.2 | 38.5 | -46.6 | -34.5 | 27.9 | 5.1 | -24.2 | 3.5 | 4.0 | 59.9 | 54.6 | 56.1 | 44.8 | -26.3 | -46.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2036-2040 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2036-2040
Best Mutual Funds
- TRRDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND) 0.51% (100%)
- MLFIX (MFS LIFETIME 2040 FUND I) 0.47% (99%)
- SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 FUND) 0.41% (96%)
- FFFFX (FIDELITY FREEDOM 2040 FUND FIDELITY FREEDOM 2040 FUND) 0.48% (95%)
- PTDIX (PRINCIPAL LIFETIME 2040 FUND INSTITUTIONAL CLASS) 0.53% (94%)
- PTDPX (PRINCIPAL LIFETIME 2040 FUND R-5) 0.47% (93%)
- STLEX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INSTITUTIONAL SHARES) 0.38% (92%)
- TCLOX (TIAA-CREF LIFECYCLE 2040 FUND RETIREMENT CLASS) 0.48% (91%)
- FIFFX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS I) 0.50% (88%)
- PRZZX (Putnam Retirement Ready 2040 Cl Y Shs) 0.59% (87%)
Latest Articles Related to TCOIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
