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TCYPX: TIAA-CREF LIFECYCLE 2035 FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 10.62 0.05(0.47%) May 14
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (42%) |
Start Date: | 10/01/2009 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 2.80% |
Expenses | 0.52% |
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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(%) | 1.0 | 6.2 | 16.8 | 3.7 | 8.4 | 7.4 | 9.1 | 16.2 | -16.2 | 12.6 | 15.2 | 22.9 | -8.1 | 20.9 | 7.4 | 0.1 | 4.5 | 24.5 | 17.2 | -3.6 | 15.2 | 7.0 |
Sharpe Ratio | NA | 1.59 | 1.43 | 0.02 | 0.38 | 0.45 | 0.57 | 1.34 | -1.07 | 0.65 | 0.61 | 2.36 | -0.77 | 3.48 | 0.6 | 0.01 | 0.45 | 2.39 | 1.39 | -0.16 | 0.88 | 1.98 |
Draw Down(%) | NA | 4.1 | 8.6 | 29.2 | 29.2 | 29.2 | 29.2 | 8.6 | 22.3 | 11.9 | 28.0 | 4.7 | 16.8 | 1.8 | 10.6 | 11.4 | 8.1 | 7.1 | 10.7 | 21.0 | 14.5 | 6.0 |
Standard Deviation(%) | NA | 8.1 | 8.4 | 15.4 | 16.7 | 14.0 | 14.6 | 9.1 | 16.5 | 19.4 | 24.3 | 9.1 | 12.3 | 5.8 | 12.0 | 12.3 | 10.0 | 10.3 | 12.4 | 22.4 | 17.2 | 15.7 |
Treynor Ratio | NA | 0.13 | 0.14 | 0.0 | 0.06 | 0.06 | 0.08 | 0.13 | -0.18 | 0.12 | 0.15 | 0.2 | -0.09 | 0.18 | 0.07 | 0.0 | 0.04 | 0.23 | 0.16 | -0.03 | 0.15 | 0.3 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
Beta | NA | 0.97 | 0.89 | 0.98 | 0.99 | 1.01 | 1.03 | 0.91 | 0.97 | 1.08 | 1.0 | 1.05 | 1.06 | 1.11 | 1.05 | 1.03 | 1.1 | 1.06 | 1.07 | 1.05 | 1.02 | 1.04 |
RSquared | NA | 0.97 | 0.84 | 0.58 | 0.78 | 0.84 | 0.89 | 0.85 | 0.96 | 0.25 | 1.0 | 0.95 | 0.98 | 0.94 | 0.98 | 0.98 | 0.98 | 0.98 | 0.99 | 1.0 | 0.99 | 0.99 |
Yield(%) | N/A | 0.0 | 2.8 | 6.6 | 7.5 | 7.1 | N/A | 2.9 | 6.9 | 11.8 | 7.8 | 6.2 | 7.6 | 7.0 | 7.0 | 8.3 | 8.0 | 8.5 | 5.6 | 3.5 | 2.7 | 2.0 |
Dividend Growth(%) | N/A | -100.0 | -66.8 | 6.6 | -1.3 | N/A | N/A | -67.1 | -41.0 | 59.5 | 47.4 | -31.3 | 23.9 | 3.1 | -24.4 | 1.2 | 6.2 | 70.2 | 46.9 | 45.5 | 46.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2009
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