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TCQPX: TIAA-CREF LIFECYCLE 2025 FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 9.9 0.04(0.41%) May 14
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (41%) |
Start Date: | 10/01/2009 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 3.36% |
Expenses | 0.41% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/01/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 4.4 | 12.6 | 2.3 | 6.6 | 6.2 | 7.9 | 12.9 | -14.5 | 9.5 | 13.3 | 19.7 | -6.2 | 17.2 | 6.9 | 0.2 | 4.7 | 19.1 | 15.5 | -1.5 | 13.8 | 5.9 |
Sharpe Ratio | NA | 1.21 | 1.2 | -0.06 | 0.35 | 0.47 | 0.61 | 1.24 | -1.25 | 0.58 | 0.71 | 2.72 | -0.8 | 3.63 | 0.7 | 0.02 | 0.59 | 2.25 | 1.57 | -0.09 | 0.95 | 2.02 |
Draw Down(%) | NA | 3.3 | 7.1 | 26.1 | 26.1 | 26.1 | 26.1 | 7.1 | 19.5 | 10.5 | 22.9 | 3.2 | 13.1 | 1.3 | 8.3 | 9.3 | 6.2 | 6.5 | 8.6 | 17.1 | 11.7 | 5.0 |
Standard Deviation(%) | NA | 6.5 | 6.7 | 12.6 | 13.2 | 11.0 | 11.6 | 7.0 | 12.7 | 16.6 | 18.4 | 6.7 | 9.4 | 4.6 | 9.6 | 9.8 | 8.0 | 8.5 | 9.9 | 17.9 | 14.4 | 12.8 |
Treynor Ratio | NA | 0.08 | 0.1 | -0.01 | 0.15 | 0.14 | 0.14 | 0.1 | -0.17 | 0.09 | 0.26 | 3.29 | -0.31 | 0.15 | 0.06 | 0.0 | 0.04 | 0.18 | 0.15 | -0.01 | 0.14 | 0.25 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 |
Beta | NA | 0.93 | 0.83 | 0.93 | 0.31 | 0.36 | 0.49 | 0.83 | 0.92 | 1.11 | 0.5 | 0.06 | 0.25 | 1.08 | 1.03 | 1.01 | 1.08 | 1.05 | 1.06 | 1.04 | 1.01 | 1.03 |
RSquared | NA | 0.96 | 0.82 | 0.53 | 0.24 | 0.31 | 0.44 | 0.83 | 0.96 | 0.24 | 0.51 | 0.09 | 0.29 | 0.92 | 0.98 | 0.98 | 0.97 | 0.98 | 0.99 | 0.99 | 0.94 | 0.99 |
Yield(%) | N/A | 0.0 | 3.4 | 6.2 | 6.7 | 6.5 | N/A | 3.6 | 6.4 | 10.3 | 6.9 | 5.8 | 7.4 | 6.3 | 6.6 | 7.8 | 7.5 | 7.7 | 5.6 | 4.3 | 2.9 | 2.1 |
Dividend Growth(%) | N/A | -100.0 | -56.6 | 5.4 | -7.7 | N/A | N/A | -55.7 | -38.1 | 56.9 | 35.8 | -32.1 | 30.0 | -3.2 | -22.5 | 1.3 | 6.8 | 51.0 | 22.5 | 66.7 | 41.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2009
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