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TCZPX: TIAA-CREF LIFECYCLE 2040 FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 12.44 0.29(2.28%) June 05
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 8.62% |
| Expenses | 0.44% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 5.2 | 17.8 | 14.8 | 7.2 | 10.2 | 9.4 | 10.1 | 8.6 | 12.6 | 18.0 | -16.8 | 14.1 | 16.1 | 24.5 | -9.2 | 22.7 | 7.7 | -0.1 | 4.5 | 26.1 | 17.4 | -3.7 | 15.3 | 7.1 |
| Sharpe Ratio | NA | 0.83 | 1.48 | 1.06 | 0.37 | 0.6 | NA | 0.62 | 0.41 | 0.92 | 1.41 | -1.0 | 1.33 | 0.58 | 2.25 | -0.77 | 3.44 | 0.56 | -0.01 | 0.41 | 2.41 | 1.35 | -0.16 | 0.86 | 2.02 |
| Draw Down(%) | NA | 8.1 | 8.1 | 13.4 | 24.2 | 30.1 | NA | 30.1 | 13.4 | 6.5 | 9.4 | 23.4 | 5.0 | 30.1 | 5.5 | 18.7 | 1.9 | 11.6 | 12.5 | 8.8 | 7.2 | 11.2 | 21.5 | 14.5 | 5.9 |
| Standard Deviation(%) | NA | 12.3 | 10.2 | 10.9 | 12.6 | 14.2 | NA | 14.7 | 14.2 | 9.8 | 10.2 | 18.3 | 10.6 | 27.2 | 10.2 | 13.8 | 6.4 | 13.2 | 13.5 | 10.8 | 10.8 | 12.9 | 22.9 | 17.6 | 15.7 |
| Treynor Ratio | NA | 0.1 | 0.15 | 0.13 | 0.05 | 0.08 | NA | 0.09 | 0.08 | 0.09 | 0.14 | -0.18 | 0.14 | 0.15 | 0.22 | -0.1 | 0.2 | 0.07 | 0.0 | 0.04 | 0.25 | 0.17 | -0.04 | 0.15 | 0.31 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 1.0 | 1.01 | 0.9 | 0.96 | 1.01 | NA | 1.03 | 0.69 | 1.04 | 1.01 | 1.01 | 1.03 | 1.02 | 1.07 | 1.08 | 1.12 | 1.04 | 1.03 | 1.1 | 1.06 | 1.06 | 1.05 | 1.04 | 1.04 |
| RSquared | NA | 0.99 | 0.99 | 0.81 | 0.91 | 0.95 | NA | 0.97 | 0.38 | 0.98 | 0.97 | 0.99 | 0.99 | 1.0 | 0.95 | 0.98 | 0.95 | 0.98 | 0.99 | 0.98 | 0.99 | 0.98 | 1.0 | 0.98 | 0.99 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.0 | 4.6 | 2.7 | 7.1 | 13.0 | 8.7 | 6.6 | 8.4 | 7.5 | 7.4 | 8.8 | 8.2 | 9.0 | 6.2 | 3.7 | 2.7 | 2.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 113.6 | 92.5 | -70.6 | -44.5 | 57.1 | 57.0 | -35.6 | 28.2 | 5.1 | -24.5 | 3.6 | 3.9 | 60.6 | 54.7 | 55.3 | 45.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2009
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