TLIRX: TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (MUTUAL FUND)

Basic Info 11.72 0.03(0.26%) July 25

Asset Class:	Retirement Income
MyPlanIQ Rating:	(56%)
Start Date:	12/04/2007
Last Dividend Date:	03/28/2025
12-Mo. Yield	2.56%
Expenses	0.45%
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Performance Analytics (As of 07/18/2025)

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	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 12/04/2007	2024
Annualized Return(%) ?	0.8	4.9	7.4	7.0	4.6	5.0	5.8	4.5	7.3
Sharpe Ratio ?	NA	0.6	0.36	0.58	0.37	0.51	NA	0.46	0.69
Draw Down(%) ?	NA	6.0	6.0	9.2	17.4	17.4	NA	30.2	2.9

	Last 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(%) ?	0.8	4.9	7.4	7.0	4.6	5.0	5.8	4.5	7.3	10.5	-12.7	6.8	10.8	15.0	-4.0	11.7	5.7	0.1	4.2	9.7	11.3	2.4	10.5	14.5	-20.2	-1.1
Sharpe Ratio ?	NA	0.6	0.36	0.58	0.37	0.51	NA	0.46	0.69	1.21	-1.49	1.34	0.87	3.24	-0.94	3.83	0.92	0.01	0.91	1.83	2.08	0.26	1.4	1.33	-1.31	-2.25
Draw Down(%) ?	NA	6.0	6.0	9.2	17.4	17.4	NA	30.2	2.9	5.8	16.8	2.5	17.0	1.7	8.3	1.0	4.8	6.3	3.6	5.3	4.3	8.2	5.3	11.9	27.3	2.3
Standard Deviation(%) ?	NA	7.8	6.8	6.8	6.7	6.9	NA	7.9	5.4	5.8	9.5	5.1	12.1	4.2	5.8	2.9	6.0	5.9	4.6	5.3	5.4	9.2	7.4	10.8	16.2	7.4
Treynor Ratio ?	NA	0.04	0.02	0.04	0.02	0.03	NA	0.03	0.03	0.07	-0.13	0.06	0.08	0.11	-0.04	0.1	0.04	0.0	0.03	0.08	0.08	0.02	0.08	0.11	-0.15	-0.15
Alpha	NA	-0.01	-0.01	0.0	0.0	0.0	NA	0.0	0.0	0.0	0.0	0.0	-0.01	0.0	0.0	0.01	0.0	0.0	-0.01	0.01	0.0	-0.02	-0.01	-0.01	-0.02	-0.06
Beta	NA	1.15	1.13	1.03	1.07	1.16	NA	1.25	1.06	0.95	1.07	1.16	1.24	1.19	1.3	1.12	1.35	1.33	1.35	1.29	1.39	1.47	1.33	1.26	1.38	1.14
RSquared ?	NA	0.86	0.87	0.92	0.92	0.93	NA	0.92	0.92	0.9	0.96	0.91	0.98	0.84	0.93	0.74	0.92	0.92	0.88	0.89	0.86	0.93	0.9	0.95	0.93	0.63
Yield(%)	N/A	0.6	2.6	3.9	4.8	4.6	4.9	N/A	3.4	3.3	4.8	7.4	5.8	4.0	5.2	3.7	3.6	3.9	3.9	3.4	3.3	2.9	2.6	1.0	0.0	0.0
Dividend Growth(%)	N/A	-81.0	-21.0	-37.8	26.9	N/A	N/A	N/A	10.5	-43.7	-35.1	33.2	60.3	-30.4	52.7	5.5	-11.2	0.0	20.2	13.0	12.5	18.6	187.8	N/A	N/A	N/A

	Last 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(%) ?	0.8	4.9	7.4	7.0	4.6	5.0	5.8	4.5	7.3	10.5	-12.7	6.8	10.8	15.0	-4.0	11.7	5.7	0.1	4.2	9.7	11.3	2.4	10.5	14.5	-20.2	-1.1
Sharpe Ratio ?	NA	0.6	0.36	0.58	0.37	0.51	NA	0.46	0.69	1.21	-1.49	1.34	0.87	3.24	-0.94	3.83	0.92	0.01	0.91	1.83	2.08	0.26	1.4	1.33	-1.31	-2.25
Draw Down(%) ?	NA	6.0	6.0	9.2	17.4	17.4	NA	30.2	2.9	5.8	16.8	2.5	17.0	1.7	8.3	1.0	4.8	6.3	3.6	5.3	4.3	8.2	5.3	11.9	27.3	2.3
Standard Deviation(%) ?	NA	7.8	6.8	6.8	6.7	6.9	NA	7.9	5.4	5.8	9.5	5.1	12.1	4.2	5.8	2.9	6.0	5.9	4.6	5.3	5.4	9.2	7.4	10.8	16.2	7.4
Treynor Ratio ?	NA	0.04	0.02	0.04	0.02	0.03	NA	0.03	0.03	0.07	-0.13	0.06	0.08	0.11	-0.04	0.1	0.04	0.0	0.03	0.08	0.08	0.02	0.08	0.11	-0.15	-0.15
Alpha	NA	-0.01	-0.01	0.0	0.0	0.0	NA	0.0	0.0	0.0	0.0	0.0	-0.01	0.0	0.0	0.01	0.0	0.0	-0.01	0.01	0.0	-0.02	-0.01	-0.01	-0.02	-0.06
Beta	NA	1.15	1.13	1.03	1.07	1.16	NA	1.25	1.06	0.95	1.07	1.16	1.24	1.19	1.3	1.12	1.35	1.33	1.35	1.29	1.39	1.47	1.33	1.26	1.38	1.14
RSquared ?	NA	0.86	0.87	0.92	0.92	0.93	NA	0.92	0.92	0.9	0.96	0.91	0.98	0.84	0.93	0.74	0.92	0.92	0.88	0.89	0.86	0.93	0.9	0.95	0.93	0.63
Yield(%)	N/A	0.6	2.6	3.9	4.8	4.6	4.9	N/A	3.4	3.3	4.8	7.4	5.8	4.0	5.2	3.7	3.6	3.9	3.9	3.4	3.3	2.9	2.6	1.0	0.0	0.0
Dividend Growth(%)	N/A	-81.0	-21.0	-37.8	26.9	N/A	N/A	N/A	10.5	-43.7	-35.1	33.2	60.3	-30.4	52.7	5.5	-11.2	0.0	20.2	13.0	12.5	18.6	187.8	N/A	N/A	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/04/2007

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TLIRX: TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (MUTUAL FUND)

Basic Info 11.72 0.03(0.26%) July 25

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TLIRX: TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (MUTUAL FUND)

Basic Info 11.72 0.03(0.26%) July 25

Performance Analytics (As of 07/18/2025)

Top Rated Funds in Retirement Income

Best Mutual Funds

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