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TCOIX: TIAA-CREF LIFECYCLE 2040 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 10.61 0.1(0.95%) May 02
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | (72%) |
Start Date: | 01/19/2007 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.44% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/19/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 4.3 | 16.6 | 2.9 | 8.2 | 7.9 | 10.6 | 6.8 | 18.4 | -16.7 | 14.2 | 16.4 | 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 | 1.21 | 1.46 | 0.03 | 0.36 | 0.45 | NA | 0.32 | 1.39 | -0.99 | 0.66 | 0.59 | 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 | 4.4 | 9.4 | 30.8 | 30.8 | 30.8 | NA | 53.7 | 9.4 | 23.4 | 13.0 | 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 | 9.2 | 9.6 | 17.1 | 18.6 | 15.6 | NA | 18.3 | 10.2 | 18.3 | 21.4 | 27.1 | 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 | 0.11 | 0.15 | 0.0 | 0.08 | 0.08 | NA | 0.06 | 0.15 | -0.18 | 0.62 | 0.17 | 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 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 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 | 1.03 | 0.94 | 1.02 | 0.86 | 0.89 | NA | 0.96 | 0.95 | 0.98 | 0.23 | 0.95 | 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 | 0.97 | 0.84 | 0.61 | 0.67 | 0.74 | NA | 0.88 | 0.86 | 0.95 | 0.06 | 0.91 | 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 | 2.8 | 6.9 | 8.0 | 7.7 | 10.7 | N/A | 3.0 | 7.2 | 13.1 | 8.9 | 6.8 | 8.5 | 7.7 | 7.5 | 8.8 | 8.3 | 9.1 | 6.4 | 3.8 | 2.7 | 2.3 | 2.0 | 3.9 |
Dividend Growth(%) | N/A | -100.0 | -68.7 | 2.4 | -0.7 | N/A | N/A | N/A | -68.7 | -44.3 | 55.2 | 54.8 | -34.0 | 27.0 | 5.7 | -23.9 | 3.4 | 3.5 | 59.3 | 54.3 | 59.1 | 46.7 | -28.6 | -46.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2007
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