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TCYIX: TIAA-CREF LIFECYCLE 2025 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 9.68 0(0.0%) May 01
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (68%) |
Start Date: | 01/19/2007 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.41% |
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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(%) | -0.3 | 1.6 | 9.5 | 0.7 | 5.6 | 6.1 | 8.8 | 5.6 | 13.1 | -14.4 | 9.8 | 13.4 | 19.4 | -6.1 | 17.4 | 7.0 | 0.4 | 4.9 | 19.3 | 15.6 | -1.3 | 14.0 | 25.4 | -33.3 | 8.7 |
Sharpe Ratio | NA | 0.52 | 1.08 | -0.1 | 0.32 | 0.47 | NA | 0.34 | 1.27 | -1.25 | 0.59 | 0.71 | 2.67 | -0.78 | 3.72 | 0.71 | 0.03 | 0.6 | 2.28 | 1.55 | -0.07 | 0.98 | 1.22 | -1.08 | 0.5 |
Draw Down(%) | NA | 3.3 | 6.9 | 26.1 | 26.1 | 26.1 | NA | 48.0 | 6.9 | 19.4 | 10.5 | 22.9 | 3.2 | 12.9 | 1.3 | 8.3 | 9.3 | 6.3 | 6.5 | 8.7 | 16.9 | 11.6 | 21.3 | 43.8 | 8.9 |
Standard Deviation(%) | NA | 6.5 | 6.7 | 12.6 | 13.2 | 11.0 | NA | 14.3 | 7.0 | 12.7 | 16.6 | 18.4 | 6.8 | 9.4 | 4.5 | 9.6 | 9.8 | 8.0 | 8.5 | 10.1 | 17.9 | 14.2 | 20.8 | 31.5 | 12.5 |
Treynor Ratio | NA | 0.04 | 0.09 | -0.01 | 0.14 | 0.14 | NA | 0.08 | 0.11 | -0.17 | 0.09 | 0.26 | 3.24 | -0.3 | 0.16 | 0.07 | 0.0 | 0.04 | 0.18 | 0.15 | -0.01 | 0.14 | 0.26 | -0.34 | 0.07 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 |
Beta | NA | 0.94 | 0.83 | 0.94 | 0.31 | 0.36 | NA | 0.64 | 0.84 | 0.92 | 1.12 | 0.5 | 0.06 | 0.25 | 1.07 | 1.03 | 1.01 | 1.08 | 1.05 | 1.08 | 1.04 | 1.02 | 0.98 | 1.0 | 0.94 |
RSquared | NA | 0.97 | 0.82 | 0.53 | 0.24 | 0.31 | NA | 0.6 | 0.83 | 0.97 | 0.24 | 0.51 | 0.09 | 0.29 | 0.92 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.99 | 0.97 | 0.99 | 0.99 | 0.94 |
Yield(%) | N/A | 0.0 | 3.5 | 6.3 | 6.8 | 6.6 | 9.1 | N/A | 3.7 | 6.5 | 10.4 | 7.1 | 5.7 | 7.5 | 6.5 | 6.8 | 7.9 | 7.7 | 7.9 | 5.7 | 4.4 | 3.0 | 2.6 | 2.1 | 4.1 |
Dividend Growth(%) | N/A | -100.0 | -55.6 | 6.3 | -6.2 | N/A | N/A | N/A | -55.6 | -37.4 | 55.4 | 42.3 | -35.0 | 29.0 | -3.1 | -21.0 | 0.0 | 6.6 | 52.0 | 22.0 | 64.0 | 38.9 | -18.2 | -46.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2007
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