Find A Portfolio/Ticker
Comparison Box
TLTIX: TIAA-CREF LIFECYCLE INDEX 2010 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 17.64 0.02(0.11%) December 02
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (37%) |
Start Date: | 10/01/2009 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 3.45% |
Expenses | 0.25% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 11/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/01/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 9.4 | 13.4 | 2.1 | 5.1 | 5.2 | 6.2 | 6.5 | 11.4 | -13.2 | 6.9 | 12.0 | 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 | 0.58 | 1.18 | -0.21 | 0.29 | 0.49 | NA | 0.72 | 1.13 | -1.42 | 0.77 | 0.94 | 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 | 3.0 | 3.0 | 20.9 | 20.9 | 20.9 | NA | 20.9 | 5.9 | 17.7 | 5.3 | 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 | 5.5 | 5.5 | 8.8 | 9.1 | 7.4 | NA | 7.5 | 6.4 | 10.3 | 8.9 | 12.4 | 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 | 0.03 | 0.06 | -0.02 | 0.02 | 0.03 | NA | 0.04 | 0.07 | -0.13 | 0.05 | 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 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | 0.0 | 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 | 1.1 | 1.07 | 1.14 | 1.2 | 1.24 | NA | 1.33 | 1.02 | 1.17 | 1.28 | 1.29 | 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 | 0.92 | 0.75 | 0.85 | 0.87 | NA | 0.87 | 0.83 | 0.98 | 0.36 | 0.99 | 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 | 3.4 | 3.5 | 3.4 | 3.1 | 3.5 | N/A | 3.7 | 2.9 | 4.9 | 2.6 | 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 | 6.4 | 57.3 | 61.1 | N/A | N/A | N/A | 6.4 | -39.2 | 107.3 | 10.4 | -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) (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) (89%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) (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) (74%)