TLQIX: TIAA-CREF LIFECYCLE INDEX 2025 FUND INSTITUTIONAL CLASS (MUTUAL FUND)

Basic Info 23.16 0.04(0.17%) July 25

Asset Class:	Target Date 2021-2025
MyPlanIQ Rating:	(42%)
Start Date:	10/01/2009
Last Dividend Date:	12/13/2024
12-Mo. Yield	2.77%
Expenses	0.20%
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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 10/01/2009	2024
Annualized Return(%) ?	1.0	8.5	8.9	8.4	5.7	6.4	7.8	7.9	6.4
Sharpe Ratio ?	NA	1.07	0.35	0.59	0.38	0.48	NA	0.65	-0.02
Draw Down(%) ?	NA	8.0	10.3	12.2	22.5	22.5	NA	22.5	5.8

	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(%) ?	1.0	8.5	8.9	8.4	5.7	6.4	7.8	7.9	6.4	14.0	-15.6	8.0	13.5	20.2	-4.4	15.4	7.3	-0.2	6.6	18.2	13.3	0.6	12.6	5.8
Sharpe Ratio ?	NA	1.07	0.35	0.59	0.38	0.48	NA	0.65	-0.02	1.27	-1.25	1.04	0.72	2.79	-0.64	3.61	0.81	-0.03	0.93	2.3	1.44	0.03	0.93	2.04
Draw Down(%) ?	NA	8.0	10.3	12.2	22.5	22.5	NA	22.5	5.8	7.6	20.5	4.7	21.3	3.2	11.2	1.3	6.9	9.0	5.3	6.0	7.5	14.9	11.2	4.6
Standard Deviation(%) ?	NA	10.4	9.6	9.5	9.6	10.2	NA	10.6	7.6	7.8	13.6	7.7	18.4	6.7	9.0	4.1	8.8	9.4	7.1	7.9	9.3	16.9	13.5	12.2
Treynor Ratio ?	NA	0.11	0.03	0.06	0.04	0.12	NA	0.13	0.0	0.1	-0.17	0.31	0.14	3.44	-0.24	0.15	0.07	0.0	0.07	0.18	0.14	0.01	0.13	0.25
Alpha	NA	0.0	-0.01	-0.01	0.0	0.01	NA	0.01	0.01	0.0	0.0	0.03	0.01	0.06	-0.02	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Beta	NA	1.04	1.04	1.02	1.01	0.41	NA	0.54	0.49	0.99	1.0	0.25	0.94	0.05	0.24	0.98	0.95	0.98	0.97	0.99	0.99	0.98	0.97	0.99
RSquared ?	NA	0.98	0.9	0.96	0.96	0.42	NA	0.55	0.42	0.96	0.99	0.23	0.98	0.08	0.3	0.95	0.99	0.99	0.99	0.99	0.99	1.0	0.98	0.99
Yield(%)	N/A	0.0	2.8	2.6	2.4	2.9	3.6	N/A	3.0	2.7	1.9	2.1	1.9	3.2	2.5	2.3	2.6	2.2	2.4	2.7	1.9	1.8	1.8	0.5
Dividend Growth(%)	N/A	-100.0	22.6	24.8	16.9	N/A	N/A	N/A	22.6	14.7	-2.0	20.6	-28.3	16.1	27.1	-6.9	10.6	-0.3	-0.6	56.2	4.3	12.9	250.9	N/A

	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(%) ?	1.0	8.5	8.9	8.4	5.7	6.4	7.8	7.9	6.4	14.0	-15.6	8.0	13.5	20.2	-4.4	15.4	7.3	-0.2	6.6	18.2	13.3	0.6	12.6	5.8
Sharpe Ratio ?	NA	1.07	0.35	0.59	0.38	0.48	NA	0.65	-0.02	1.27	-1.25	1.04	0.72	2.79	-0.64	3.61	0.81	-0.03	0.93	2.3	1.44	0.03	0.93	2.04
Draw Down(%) ?	NA	8.0	10.3	12.2	22.5	22.5	NA	22.5	5.8	7.6	20.5	4.7	21.3	3.2	11.2	1.3	6.9	9.0	5.3	6.0	7.5	14.9	11.2	4.6
Standard Deviation(%) ?	NA	10.4	9.6	9.5	9.6	10.2	NA	10.6	7.6	7.8	13.6	7.7	18.4	6.7	9.0	4.1	8.8	9.4	7.1	7.9	9.3	16.9	13.5	12.2
Treynor Ratio ?	NA	0.11	0.03	0.06	0.04	0.12	NA	0.13	0.0	0.1	-0.17	0.31	0.14	3.44	-0.24	0.15	0.07	0.0	0.07	0.18	0.14	0.01	0.13	0.25
Alpha	NA	0.0	-0.01	-0.01	0.0	0.01	NA	0.01	0.01	0.0	0.0	0.03	0.01	0.06	-0.02	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Beta	NA	1.04	1.04	1.02	1.01	0.41	NA	0.54	0.49	0.99	1.0	0.25	0.94	0.05	0.24	0.98	0.95	0.98	0.97	0.99	0.99	0.98	0.97	0.99
RSquared ?	NA	0.98	0.9	0.96	0.96	0.42	NA	0.55	0.42	0.96	0.99	0.23	0.98	0.08	0.3	0.95	0.99	0.99	0.99	0.99	0.99	1.0	0.98	0.99
Yield(%)	N/A	0.0	2.8	2.6	2.4	2.9	3.6	N/A	3.0	2.7	1.9	2.1	1.9	3.2	2.5	2.3	2.6	2.2	2.4	2.7	1.9	1.8	1.8	0.5
Dividend Growth(%)	N/A	-100.0	22.6	24.8	16.9	N/A	N/A	N/A	22.6	14.7	-2.0	20.6	-28.3	16.1	27.1	-6.9	10.6	-0.3	-0.6	56.2	4.3	12.9	250.9	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2009

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TLQIX: TIAA-CREF LIFECYCLE INDEX 2025 FUND INSTITUTIONAL CLASS (MUTUAL FUND)

Basic Info 23.16 0.04(0.17%) July 25

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TLQIX: TIAA-CREF LIFECYCLE INDEX 2025 FUND INSTITUTIONAL CLASS (MUTUAL FUND)

Basic Info 23.16 0.04(0.17%) July 25

Performance Analytics (As of 07/18/2025)

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