Find A Portfolio/Ticker
Comparison Box
TLTIX: TIAA-CREF LIFECYCLE INDEX 2010 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 16.73 0.13(0.78%) May 12
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 3.17% |
| Expenses | 0.25% |
| 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(%) | 0.8 | 2.8 | 4.4 | 4.3 | 4.0 | 4.3 | 5.5 | 5.8 | 4.0 | 10.6 | -14.0 | 4.1 | 11.3 | 15.6 | -2.9 | 11.1 | 5.7 | -0.1 | 6.3 | 10.8 | 10.5 | 3.3 | 10.8 | 3.8 |
| Sharpe Ratio | NA | 0.34 | -0.36 | 0.01 | 0.14 | 0.33 | NA | 0.63 | -0.4 | 0.99 | -1.49 | 0.68 | 0.88 | 3.12 | -0.69 | 3.63 | 0.93 | -0.01 | 1.35 | 1.89 | 1.78 | 0.31 | 1.2 | 1.93 |
| Draw Down(%) | NA | 5.3 | 8.2 | 10.2 | 20.3 | 20.3 | NA | 20.3 | 5.7 | 5.9 | 17.7 | 4.6 | 15.3 | 1.8 | 7.6 | 1.0 | 4.1 | 6.5 | 3.4 | 5.3 | 4.5 | 8.7 | 6.8 | 3.1 |
| Standard Deviation(%) | NA | 8.6 | 7.6 | 7.9 | 7.6 | 7.3 | NA | 7.4 | 6.5 | 6.4 | 10.4 | 6.0 | 12.5 | 4.5 | 6.0 | 2.9 | 5.9 | 6.3 | 4.7 | 5.7 | 5.9 | 10.8 | 8.9 | 8.4 |
| Treynor Ratio | NA | 0.02 | -0.03 | 0.0 | 0.01 | 0.02 | NA | 0.04 | -0.04 | 0.06 | -0.13 | 0.1 | 0.09 | 0.11 | -0.03 | 0.09 | 0.04 | 0.0 | 0.04 | 0.08 | 0.07 | 0.02 | 0.07 | 0.11 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.02 | -0.02 | 0.0 |
| Beta | NA | 1.17 | 0.81 | 1.02 | 0.92 | 1.07 | NA | 1.18 | 0.71 | 1.06 | 1.17 | 0.42 | 1.25 | 1.3 | 1.37 | 1.19 | 1.36 | 1.44 | 1.41 | 1.41 | 1.52 | 1.71 | 1.59 | 1.52 |
| RSquared | NA | 0.95 | 0.54 | 0.81 | 0.7 | 0.8 | NA | 0.81 | 0.46 | 0.92 | 0.97 | 0.25 | 0.95 | 0.85 | 0.95 | 0.84 | 0.95 | 0.95 | 0.92 | 0.91 | 0.87 | 0.91 | 0.89 | 0.91 |
| Yield(%) | N/A | 0.0 | 3.2 | 2.8 | 2.6 | 2.7 | 3.2 | N/A | 3.3 | 2.9 | 2.2 | 2.2 | 1.9 | 2.6 | 2.9 | 2.3 | 2.4 | 2.1 | 2.4 | 2.9 | 2.0 | 2.2 | 1.7 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | 20.8 | 26.6 | 16.8 | N/A | N/A | N/A | 20.8 | 10.5 | 2.6 | 24.0 | -17.9 | -15.0 | 37.5 | 1.3 | 8.9 | -9.3 | -10.1 | 60.8 | -10.1 | 38.8 | 256.0 | 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 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) 0.90% (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) 0.97% (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) 0.76% (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) 0.91% (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) 0.70% (89%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) 1.18% (84%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) 0.50% (74%)
Latest Articles Related to TLTIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
