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TFTIX: TIAA-CREF LIFECYCLE 2050 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 14.45 0.05(0.34%) May 16
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (80%) |
Start Date: | 12/04/2007 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 2.21% |
Expenses | 0.60% |
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Performance Analytics (As of 05/13/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/04/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 9.4 | 23.3 | 4.9 | 10.5 | 8.9 | 11.1 | 6.7 | 20.0 | -17.7 | 16.4 | 17.4 | 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 | 1.92 | 1.64 | 0.11 | 0.41 | 0.46 | NA | 0.31 | 1.4 | -0.91 | 0.77 | 0.56 | 2.18 | -0.74 | 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 | 4.8 | 10.2 | 31.1 | 32.4 | 32.4 | NA | 55.5 | 10.2 | 24.8 | 12.3 | 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 | 10.4 | 10.5 | 18.2 | 20.3 | 16.8 | NA | 19.3 | 11.4 | 21.0 | 21.1 | 30.6 | 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 | 0.23 | 0.2 | 0.02 | 0.1 | 0.09 | NA | 0.07 | 0.19 | -0.23 | 0.16 | 0.2 | 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 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.01 | -0.04 | 0.0 | 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 | 0.86 | 0.88 | 0.84 | 0.86 | 0.87 | NA | 0.9 | 0.83 | 0.84 | 1.02 | 0.87 | 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 | 0.94 | 0.94 | 0.65 | 0.82 | 0.85 | NA | 0.91 | 0.92 | 0.93 | 0.4 | 0.98 | 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 | 2.2 | 6.4 | 7.6 | 6.7 | 9.2 | N/A | 2.4 | 6.6 | 12.3 | 7.5 | 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 | -73.2 | 29.9 | 82.8 | N/A | N/A | N/A | -72.7 | -43.1 | 75.8 | 35.6 | 23.7 | 25.5 | 14.6 | -26.8 | 1.8 | 17.0 | 104.3 | 27.8 | -18.2 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/04/2007
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