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TCZPX: TIAA-CREF LIFECYCLE 2040 FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 10.88 0.06(0.55%) May 14
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | (36%) |
Start Date: | 10/01/2009 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 2.56% |
Expenses | 0.44% |
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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(%) | 1.1 | 7.4 | 19.4 | 4.6 | 9.5 | 8.0 | 9.6 | 18.0 | -16.7 | 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 | 1.78 | 1.54 | 0.09 | 0.44 | 0.48 | 0.59 | 1.35 | -0.99 | 1.33 | 0.58 | 2.26 | -0.76 | 3.45 | 0.56 | -0.01 | 0.41 | 2.41 | 1.35 | -0.16 | 0.86 | 2.02 |
Draw Down(%) | NA | 4.4 | 9.4 | 24.2 | 30.1 | 30.1 | 30.1 | 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 | 9.2 | 9.5 | 13.4 | 16.7 | 14.4 | 15.1 | 10.2 | 18.4 | 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 | 0.16 | 0.16 | 0.01 | 0.09 | 0.08 | 0.09 | 0.15 | -0.18 | 0.14 | 0.17 | 0.64 | -0.13 | 0.2 | 0.07 | 0.0 | 0.04 | 0.25 | 0.17 | -0.04 | 0.15 | 0.31 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.05 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
Beta | NA | 1.02 | 0.94 | 0.99 | 0.85 | 0.89 | 0.94 | 0.95 | 1.0 | 0.98 | 0.95 | 0.36 | 0.82 | 1.12 | 1.04 | 1.03 | 1.1 | 1.06 | 1.06 | 1.05 | 1.04 | 1.04 |
RSquared | NA | 0.97 | 0.85 | 0.94 | 0.82 | 0.85 | 0.89 | 0.86 | 0.97 | 0.91 | 0.91 | 0.39 | 0.8 | 0.95 | 0.98 | 0.99 | 0.98 | 0.99 | 0.99 | 1.0 | 0.98 | 0.99 |
Yield(%) | N/A | 0.0 | 2.6 | 6.9 | 8.0 | 7.5 | N/A | 2.7 | 7.1 | 13.0 | 8.8 | 6.6 | 8.4 | 7.5 | 7.4 | 8.8 | 8.2 | 8.9 | 6.3 | 3.7 | 2.7 | 2.0 |
Dividend Growth(%) | N/A | -100.0 | -70.6 | 2.8 | -1.6 | N/A | N/A | -70.7 | -44.2 | 56.4 | 56.7 | -35.5 | 29.2 | 4.3 | -24.2 | 3.4 | 4.8 | 58.5 | 55.9 | 54.5 | 46.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2009
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