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TLFRX: TIAA-CREF LIFECYCLE 2050 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 13.88 0.14(1.02%) May 03
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (79%) |
Start Date: | 12/04/2007 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.60% |
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Performance Analytics (As of 05/03/2024)
Last 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(%) | 0.7 | 6.2 | 20.2 | 3.4 | 8.9 | 8.3 | 10.7 | 6.3 | 19.7 | -17.9 | 16.0 | 17.2 | 25.8 | -10.0 | 23.6 | 7.9 | -0.1 | 4.3 | 26.0 | 17.2 | -3.8 | 15.0 | 26.2 | -40.3 | -1.3 |
Sharpe Ratio | NA | 1.47 | 1.53 | 0.06 | 0.36 | 0.43 | NA | 0.29 | 1.36 | -0.92 | 0.76 | 0.55 | 2.15 | -0.75 | 3.34 | 0.56 | -0.01 | 0.39 | 2.4 | 1.35 | -0.17 | 0.85 | 1.06 | -1.07 | -1.14 |
Draw Down(%) | NA | 4.8 | 10.2 | 31.2 | 32.5 | 32.5 | NA | 55.6 | 10.2 | 24.9 | 12.2 | 32.5 | 6.1 | 20.2 | 2.1 | 11.9 | 12.5 | 8.8 | 7.2 | 11.1 | 21.4 | 14.4 | 24.8 | 50.0 | 4.8 |
Standard Deviation(%) | NA | 10.6 | 10.7 | 18.1 | 20.3 | 16.8 | NA | 19.3 | 11.4 | 21.0 | 21.0 | 30.6 | 11.3 | 15.1 | 6.9 | 13.7 | 13.6 | 10.9 | 10.8 | 12.8 | 22.9 | 17.6 | 24.7 | 38.5 | 16.6 |
Treynor Ratio | NA | 0.18 | 0.18 | 0.01 | 0.09 | 0.08 | NA | 0.06 | 0.19 | -0.23 | 0.16 | 0.2 | 0.28 | -0.13 | 0.24 | 0.08 | 0.0 | 0.05 | 0.27 | 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 | -0.04 | -0.1 |
Beta | NA | 0.87 | 0.88 | 0.84 | 0.86 | 0.87 | NA | 0.9 | 0.84 | 0.84 | 1.02 | 0.87 | 0.88 | 0.86 | 0.98 | 1.01 | 0.85 | 0.93 | 0.96 | 0.98 | 0.97 | 0.96 | 0.9 | 0.93 | 0.76 |
RSquared | NA | 0.94 | 0.94 | 0.66 | 0.82 | 0.85 | NA | 0.91 | 0.92 | 0.93 | 0.41 | 0.98 | 0.93 | 0.96 | 0.9 | 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 | 6.2 | 7.2 | 6.4 | 8.9 | N/A | 2.1 | 6.5 | 12.1 | 7.4 | 6.5 | 4.3 | 4.1 | 3.8 | 5.0 | 4.9 | 4.9 | 2.7 | 1.9 | 2.7 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -76.0 | 30.8 | 87.2 | N/A | N/A | N/A | -76.0 | -43.5 | 77.1 | 37.1 | 27.3 | 25.0 | 15.8 | -29.6 | 3.8 | 15.6 | 114.3 | 31.2 | -20.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/04/2007
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