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TFTIX: TIAA-CREF LIFECYCLE 2050 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 15.76 0.01(0.06%) July 01
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (80%) |
Start Date: | 12/04/2007 |
Last Dividend Date: | 12/13/2024 |
12-Mo. Yield | 2.02% |
Expenses | 0.60% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/04/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 8.2 | 10.0 | 11.1 | 7.5 | 6.9 | 9.4 | 5.8 | 12.4 | 20.0 | -23.1 | 7.7 | 12.4 | 26.2 | -9.8 | 24.0 | 8.1 | 0.2 | 4.6 | 26.3 | 17.5 | -3.6 | 15.3 | 26.4 | -40.2 | -1.3 |
Sharpe Ratio | NA | 0.81 | 0.42 | 0.52 | 0.36 | 0.33 | NA | 0.26 | 0.51 | 1.4 | -1.1 | 0.52 | 0.39 | 2.18 | -0.75 | 3.44 | 0.58 | 0.01 | 0.42 | 2.43 | 1.37 | -0.16 | 0.87 | 1.06 | -1.06 | -1.14 |
Draw Down(%) | NA | 15.6 | 16.3 | 16.3 | 31.2 | 32.4 | NA | 55.5 | 7.7 | 10.2 | 24.8 | 12.4 | 32.4 | 6.1 | 19.9 | 2.1 | 11.9 | 12.5 | 8.8 | 7.3 | 11.1 | 21.3 | 14.4 | 24.7 | 49.8 | 4.8 |
Standard Deviation(%) | NA | 17.6 | 15.2 | 14.9 | 15.8 | 16.7 | NA | 18.8 | 11.3 | 11.4 | 22.3 | 14.8 | 31.0 | 11.3 | 15.0 | 6.8 | 13.7 | 13.6 | 10.8 | 10.8 | 12.8 | 22.8 | 17.6 | 24.8 | 38.6 | 16.6 |
Treynor Ratio | NA | 0.31 | 0.11 | 0.11 | 0.07 | 0.07 | NA | 0.06 | 0.07 | 0.19 | -0.29 | 0.08 | 0.15 | 0.28 | -0.13 | 0.24 | 0.08 | 0.0 | 0.05 | 0.28 | 0.18 | -0.04 | 0.16 | 0.29 | -0.44 | -0.25 |
Alpha | NA | 0.04 | 0.0 | -0.01 | -0.02 | -0.02 | NA | -0.01 | -0.03 | -0.01 | -0.04 | -0.06 | -0.01 | 0.0 | -0.03 | 0.01 | -0.01 | 0.0 | -0.03 | -0.01 | 0.01 | -0.02 | 0.0 | 0.01 | -0.03 | -0.1 |
Beta | NA | 0.46 | 0.56 | 0.72 | 0.79 | 0.83 | NA | 0.88 | 0.85 | 0.84 | 0.86 | 0.94 | 0.83 | 0.88 | 0.86 | 0.96 | 1.01 | 0.85 | 0.93 | 0.95 | 0.99 | 0.97 | 0.95 | 0.9 | 0.93 | 0.76 |
RSquared | NA | 0.41 | 0.53 | 0.71 | 0.76 | 0.84 | NA | 0.91 | 0.9 | 0.93 | 0.87 | 0.69 | 0.88 | 0.93 | 0.95 | 0.89 | 0.94 | 0.95 | 0.95 | 0.96 | 0.96 | 0.98 | 0.96 | 0.98 | 0.97 | 0.71 |
Yield(%) | N/A | 0.0 | 2.0 | 2.1 | 2.7 | 3.9 | 5.9 | N/A | 2.3 | 2.4 | 1.3 | 4.0 | 2.7 | 6.7 | 4.6 | 4.4 | 4.1 | 5.2 | 5.1 | 5.1 | 2.9 | 2.1 | 2.9 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 11.3 | -54.5 | -39.2 | N/A | N/A | N/A | 11.3 | 36.6 | -65.9 | 59.4 | -51.2 | 25.0 | 23.5 | 15.9 | -27.1 | 2.4 | 16.3 | 105.7 | 27.2 | -17.1 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/04/2007
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