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TCRIX: TIAA-CREF LIFECYCLE 2030 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 10.91 0.06(0.55%) July 07
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 01/19/2007 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 3.03% |
| Expenses | 0.50% |
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Performance Analytics (As of 07/07/2025)
Not up-to-date? Try| 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(%) | 0.3 | 6.5 | 7.1 | 8.3 | 4.3 | 5.3 | 7.6 | 5.2 | 8.2 | 14.6 | -19.8 | 3.5 | 9.9 | 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 | 1.0 | 0.44 | 0.47 | 0.19 | 0.33 | NA | 0.28 | 0.2 | 1.32 | -1.35 | 0.3 | 0.45 | 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 | 9.5 | 10.9 | 11.6 | 27.0 | 27.0 | NA | 51.8 | 4.8 | 7.7 | 20.7 | 10.5 | 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 | 11.7 | 10.2 | 10.4 | 11.3 | 12.0 | NA | 15.4 | 7.7 | 7.9 | 15.7 | 11.3 | 21.6 | 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 | 0.12 | 0.05 | 0.05 | 0.02 | 0.04 | NA | 0.04 | 0.02 | 0.12 | -0.22 | 0.03 | 0.1 | 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 | -0.01 | -0.01 | -0.01 | NA | 0.0 | 0.01 | 0.0 | -0.02 | -0.03 | -0.01 | 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 | 0.94 | 0.95 | 0.94 | 0.97 | 0.99 | NA | 1.0 | 0.77 | 0.85 | 0.96 | 1.04 | 0.94 | 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 | 0.98 | 0.95 | 0.88 | 0.83 | 0.92 | NA | 0.96 | 0.78 | 0.84 | 0.87 | 0.6 | 0.89 | 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 | 3.0 | 3.0 | 3.1 | 4.8 | 6.6 | N/A | 3.3 | 3.4 | 2.1 | 3.7 | 3.0 | 5.9 | 7.7 | 6.8 | 7.0 | 8.1 | 7.8 | 8.2 | 5.7 | 3.9 | 2.8 | 2.4 | 2.0 | 4.2 |
| Dividend Growth(%) | N/A | -100.0 | 7.4 | -32.9 | -54.7 | N/A | N/A | N/A | 7.4 | 23.3 | -41.7 | 28.3 | -40.4 | -34.9 | 27.3 | -0.5 | -21.1 | 1.0 | 6.2 | 58.1 | 38.5 | 52.8 | 44.4 | -22.3 | -50.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2007
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