Find A Portfolio/Ticker
Comparison Box
TCRIX: TIAA-CREF LIFECYCLE 2030 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 9.95 0.01(0.10%) May 01
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (72%) |
Start Date: | 01/19/2007 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.50% |
Sign up to get fund ranking change alerts |
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(%) | -0.5 | 2.1 | 10.9 | 1.1 | 6.3 | 6.7 | 9.4 | 5.9 | 14.6 | -15.2 | 11.2 | 14.5 | 21.3 | -7.1 | 19.2 | 7.3 | 0.4 | 4.7 | 22.1 | 16.5 | -2.3 | 14.7 | 27.0 | -36.4 | 8.8 |
Sharpe Ratio | NA | 0.78 | 1.21 | -0.08 | 0.38 | 0.5 | NA | 0.33 | 1.32 | -1.15 | 1.35 | 0.67 | 2.52 | -0.77 | 3.63 | 0.66 | 0.03 | 0.52 | 2.38 | 1.48 | -0.12 | 0.92 | 1.17 | -1.06 | 0.46 |
Draw Down(%) | NA | 3.7 | 7.7 | 21.5 | 25.4 | 25.4 | NA | 51.8 | 7.7 | 20.7 | 4.0 | 25.4 | 4.0 | 14.8 | 1.6 | 9.4 | 10.4 | 7.2 | 6.7 | 9.6 | 19.0 | 13.1 | 23.3 | 47.1 | 10.0 |
Standard Deviation(%) | NA | 7.1 | 7.5 | 10.5 | 13.0 | 11.4 | NA | 15.5 | 7.9 | 14.5 | 8.3 | 21.2 | 7.9 | 10.9 | 5.1 | 10.7 | 11.1 | 9.0 | 9.3 | 11.2 | 20.2 | 16.0 | 23.0 | 35.0 | 13.7 |
Treynor Ratio | NA | 0.06 | 0.11 | -0.01 | 0.05 | 0.06 | NA | 0.05 | 0.12 | -0.18 | 0.63 | 0.15 | 0.19 | -0.08 | 0.17 | 0.07 | 0.0 | 0.04 | 0.21 | 0.16 | -0.02 | 0.14 | 0.27 | -0.37 | 0.07 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 |
Beta | NA | 0.93 | 0.85 | 0.93 | 0.96 | 0.99 | NA | 1.0 | 0.85 | 0.92 | 0.18 | 0.98 | 1.02 | 1.04 | 1.1 | 1.03 | 1.03 | 1.1 | 1.05 | 1.06 | 1.05 | 1.03 | 0.99 | 1.01 | 0.94 |
RSquared | NA | 0.97 | 0.83 | 0.94 | 0.97 | 0.97 | NA | 0.98 | 0.84 | 0.94 | 0.17 | 0.99 | 0.95 | 0.98 | 0.95 | 0.98 | 0.98 | 0.98 | 0.98 | 0.99 | 1.0 | 0.98 | 0.99 | 0.99 | 0.94 |
Yield(%) | N/A | 0.0 | 3.2 | 6.4 | 7.1 | 6.9 | 9.7 | N/A | 3.4 | 6.7 | 11.0 | 7.5 | 5.9 | 7.7 | 6.8 | 7.0 | 8.1 | 7.8 | 8.1 | 5.7 | 3.9 | 2.8 | 2.4 | 2.0 | 4.2 |
Dividend Growth(%) | N/A | -100.0 | -60.0 | 5.6 | -4.5 | N/A | N/A | N/A | -60.0 | -39.0 | 55.7 | 46.3 | -34.9 | 27.7 | 0.0 | -21.7 | 1.2 | 6.5 | 57.1 | 40.0 | 52.2 | 43.8 | -23.8 | -50.0 | 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 2026-2030 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2026-2030
Best Mutual Funds
- TRRCX (T. Rowe Price Retirement 2030 Fund) 0.12% (100%)
- MLTIX (MFS LIFETIME 2030 FUND I) 0.06% (99%)
- SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) 0.06% (97%)
- FFFEX (FIDELITY FREEDOM 2030 FUND FIDELITY FREEDOM 2030 FUND) 0.0% (96%)
- STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) 1.20% (94%)
- PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) 0.07% (93%)
- PPLSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S) 0.0% (92%)
- PTCPX (PRINCIPAL LIFETIME 2030 FUND R-5) 0.07% (91%)
- FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) 0.07% (89%)
- TCLNX (TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS) 0.07% (88%)