Find A Portfolio/Ticker
Comparison Box
TLHIX: TIAA-CREF LIFECYCLE INDEX 2030 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 24.94 0.36(1.46%) May 12
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 2.70% |
| Expenses | 0.20% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/01/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 3.3 | 8.5 | 7.8 | 8.3 | 6.8 | 8.1 | 8.4 | 9.5 | 15.4 | -16.2 | 10.2 | 14.4 | 21.3 | -5.0 | 17.1 | 7.8 | -0.3 | 6.7 | 20.9 | 14.3 | -0.3 | 13.2 | 6.5 |
| Sharpe Ratio | NA | 0.16 | 0.06 | 0.33 | 0.47 | 0.42 | NA | 0.61 | 0.38 | 1.32 | -1.17 | 1.21 | 0.67 | 2.58 | -0.62 | 3.55 | 0.76 | -0.03 | 0.82 | 2.38 | 1.38 | -0.02 | 0.87 | 2.07 |
| Draw Down(%) | NA | 9.5 | 9.8 | 13.0 | 23.1 | 23.9 | NA | 23.9 | 4.2 | 8.3 | 21.7 | 4.4 | 23.9 | 3.8 | 12.7 | 1.4 | 7.9 | 9.9 | 6.1 | 6.3 | 8.6 | 17.0 | 12.7 | 5.0 |
| Standard Deviation(%) | NA | 14.0 | 10.4 | 10.9 | 10.9 | 11.5 | NA | 12.0 | 7.8 | 8.5 | 15.1 | 8.4 | 21.0 | 7.7 | 10.3 | 4.7 | 10.0 | 10.6 | 8.1 | 8.8 | 10.5 | 19.1 | 15.1 | 13.8 |
| Treynor Ratio | NA | 0.02 | 0.01 | 0.04 | 0.05 | 0.05 | NA | 0.07 | 0.03 | 0.11 | -0.18 | 0.11 | 0.14 | 0.2 | -0.06 | 0.16 | 0.08 | 0.0 | 0.07 | 0.21 | 0.14 | 0.0 | 0.13 | 0.29 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 1.0 | 1.0 | 0.99 | 0.99 | 0.98 | NA | 0.99 | 0.99 | 0.99 | 1.0 | 0.96 | 0.97 | 1.0 | 0.99 | 1.01 | 0.97 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 0.98 | 1.0 |
| RSquared | NA | 1.0 | 0.99 | 0.99 | 0.98 | 0.99 | NA | 0.99 | 0.98 | 0.99 | 1.0 | 0.9 | 1.0 | 0.94 | 0.99 | 0.97 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | 2.7 | 2.6 | 2.6 | 2.8 | 3.6 | N/A | 2.8 | 2.6 | 1.8 | 2.1 | 1.9 | 2.7 | 2.5 | 2.3 | 2.7 | 2.3 | 2.4 | 2.9 | 2.0 | 1.8 | 1.8 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | 21.8 | 22.3 | 20.3 | N/A | N/A | N/A | 21.8 | 17.8 | -5.7 | 21.8 | -14.8 | -0.1 | 21.3 | -6.0 | 9.3 | 4.0 | -5.1 | 64.7 | 8.2 | 7.8 | 346.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2026-2030 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2026-2030
Best Mutual Funds
- TRRCX (T. Rowe Price Retirement 2030 Fund) 1.46% (100%)
- MLTIX (MFS LIFETIME 2030 FUND I) 0.82% (99%)
- SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) 1.35% (97%)
- FFFEX (FIDELITY FREEDOM 2030 FUND FIDELITY FREEDOM 2030 FUND) 0.89% (95%)
- STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) 1.18% (94%)
- PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) 1.42% (93%)
- PPLSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S) 1.41% (92%)
- PTCSX (PRINCIPAL LIFETIME 2030 FUND R-4) (91%)
- FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) 2.47% (90%)
- TCLNX (TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS) 1.25% (88%)
Latest Articles Related to TLHIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
