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TCWPX: TIAA-CREF LIFECYCLE 2020 FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 9.44 0.03(0.32%) May 14
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (24%) |
Start Date: | 10/01/2009 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 3.60% |
Expenses | 0.47% |
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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(%) | 0.6 | 3.9 | 11.2 | 1.9 | 5.8 | 5.6 | 7.2 | 11.8 | -13.6 | 8.2 | 12.2 | 18.2 | -5.3 | 15.3 | 6.5 | 0.3 | 4.6 | 16.5 | 14.4 | -0.5 | 13.3 | 5.3 |
Sharpe Ratio | NA | 1.06 | 1.08 | -0.13 | 0.4 | 0.53 | 0.68 | 1.17 | -1.34 | 1.32 | 0.77 | 3.0 | -0.83 | 3.73 | 0.76 | 0.03 | 0.66 | 2.19 | 1.64 | -0.03 | 1.03 | 2.04 |
Draw Down(%) | NA | 3.2 | 6.4 | 18.9 | 20.4 | 20.4 | 20.4 | 6.4 | 18.2 | 3.0 | 20.4 | 2.6 | 11.1 | 1.1 | 7.2 | 8.2 | 5.4 | 6.2 | 7.5 | 14.8 | 10.2 | 4.4 |
Standard Deviation(%) | NA | 6.0 | 6.3 | 8.2 | 9.8 | 8.6 | 9.6 | 6.5 | 11.2 | 6.2 | 15.5 | 5.6 | 7.9 | 4.0 | 8.3 | 8.5 | 7.0 | 7.5 | 8.8 | 15.7 | 12.8 | 11.2 |
Treynor Ratio | NA | 0.06 | 0.07 | -0.01 | 0.28 | 0.25 | 0.23 | 0.08 | -0.15 | 0.08 | 0.31 | 7.89 | -0.39 | 0.14 | 0.06 | 0.0 | 0.04 | 0.16 | 0.14 | -0.01 | 0.13 | 0.23 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.03 | 0.06 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.01 | 0.9 | 0.96 | 0.14 | 0.18 | 0.28 | 0.9 | 0.97 | 0.99 | 0.39 | 0.02 | 0.17 | 1.03 | 1.02 | 1.01 | 1.07 | 1.04 | 1.06 | 1.03 | 1.01 | 1.01 |
RSquared | NA | 0.95 | 0.8 | 0.92 | 0.15 | 0.19 | 0.28 | 0.81 | 0.96 | 0.95 | 0.38 | 0.04 | 0.22 | 0.88 | 0.98 | 0.98 | 0.97 | 0.98 | 0.98 | 0.99 | 0.94 | 0.99 |
Yield(%) | N/A | 0.0 | 3.6 | 6.1 | 6.5 | 6.4 | N/A | 3.8 | 6.1 | 10.2 | 6.9 | 5.6 | 7.4 | 6.3 | 6.6 | 7.5 | 7.4 | 7.4 | 5.7 | 4.6 | 3.0 | 2.3 |
Dividend Growth(%) | N/A | -100.0 | -50.4 | 2.5 | -11.0 | N/A | N/A | -50.0 | -40.7 | 52.1 | 39.2 | -33.8 | 28.3 | -3.2 | -19.5 | -1.3 | 6.8 | 43.1 | 15.9 | 69.2 | 36.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2009
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