Find A Portfolio/Ticker
Comparison Box
TCTPX: TIAA-CREF LIFECYCLE 2010 FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 10.08 0.03(0.30%) May 14
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (36%) |
Start Date: | 10/01/2009 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 3.98% |
Expenses | 0.37% |
Sign up to get fund ranking change alerts |
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(%) | 0.5 | 3.2 | 9.7 | 1.5 | 5.0 | 4.9 | 6.3 | 10.7 | -12.5 | 6.8 | 11.0 | 15.4 | -4.1 | 12.5 | 6.1 | 0.2 | 4.4 | 11.8 | 12.4 | 1.6 | 11.7 | 4.0 |
Sharpe Ratio | NA | 0.79 | 0.93 | -0.12 | 0.31 | 0.45 | 0.65 | 1.14 | -1.49 | 0.42 | 0.88 | 3.19 | -0.9 | 3.88 | 0.89 | 0.03 | 0.84 | 1.97 | 1.89 | 0.14 | 1.21 | 1.98 |
Draw Down(%) | NA | 2.7 | 5.6 | 24.1 | 24.1 | 24.1 | 24.1 | 5.6 | 16.7 | 10.3 | 17.1 | 1.8 | 8.6 | 1.0 | 5.4 | 6.9 | 4.2 | 5.7 | 5.4 | 10.5 | 7.3 | 3.3 |
Standard Deviation(%) | NA | 5.3 | 5.6 | 11.1 | 10.4 | 8.4 | 8.4 | 5.7 | 9.4 | 15.9 | 12.2 | 4.4 | 6.0 | 3.1 | 6.6 | 6.6 | 5.3 | 6.0 | 6.6 | 11.5 | 9.6 | 8.5 |
Treynor Ratio | NA | 0.04 | 0.05 | -0.01 | 0.03 | 0.03 | 0.04 | 0.07 | -0.13 | 0.05 | 0.09 | 0.11 | -0.04 | 0.1 | 0.04 | 0.0 | 0.03 | 0.08 | 0.08 | 0.01 | 0.07 | 0.11 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.03 | -0.01 | 0.0 |
Beta | NA | 1.0 | 0.97 | 1.04 | 1.13 | 1.2 | 1.32 | 0.89 | 1.04 | 1.29 | 1.25 | 1.24 | 1.35 | 1.17 | 1.47 | 1.48 | 1.55 | 1.43 | 1.66 | 1.82 | 1.67 | 1.53 |
RSquared | NA | 0.94 | 0.94 | 0.38 | 0.56 | 0.63 | 0.69 | 0.78 | 0.94 | 0.11 | 0.98 | 0.84 | 0.93 | 0.73 | 0.9 | 0.91 | 0.87 | 0.86 | 0.83 | 0.9 | 0.86 | 0.89 |
Yield(%) | N/A | 0.0 | 4.0 | 6.3 | 6.9 | 5.9 | N/A | 4.1 | 6.2 | 10.4 | 8.7 | 5.4 | 6.1 | 5.1 | 4.3 | 5.0 | 5.3 | 4.6 | 3.1 | 3.2 | 3.2 | 2.5 |
Dividend Growth(%) | N/A | -100.0 | -45.5 | 0.7 | 34.2 | N/A | N/A | -45.7 | -42.1 | 21.0 | 78.6 | -21.1 | 29.1 | 22.2 | -19.6 | -5.1 | 20.4 | 63.3 | -3.2 | 6.9 | 31.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2009
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 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) (90%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) (85%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) (74%)