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TLXIX: TIAA-CREF LIFECYCLE INDEX 2045 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 32.05 0.72(2.30%) May 12
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | (47%) |
Start Date: | 10/01/2009 |
Last Dividend Date: | 12/13/2024 |
12-Mo. Yield | 2.33% |
Expenses | 0.10% |
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Performance Analytics (As of 05/09/2025)
Not up-to-date? TryLast 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(%) | 2.3 | 3.8 | 11.4 | 11.0 | 12.5 | 9.0 | 9.9 | 10.2 | 14.5 | 20.1 | -17.7 | 15.9 | 16.8 | 25.8 | -6.9 | 21.2 | 9.3 | -0.7 | 6.8 | 25.2 | 15.7 | -1.4 | 13.8 | 7.0 |
Sharpe Ratio | NA | 0.07 | 0.19 | 0.47 | 0.62 | 0.45 | NA | 0.59 | 0.76 | 1.44 | -0.96 | 1.39 | 0.57 | 2.31 | -0.6 | 3.42 | 0.71 | -0.06 | 0.69 | 2.46 | 1.31 | -0.07 | 0.82 | 2.06 |
Draw Down(%) | NA | 14.3 | 14.3 | 15.2 | 25.4 | 31.1 | NA | 31.1 | 6.9 | 10.3 | 24.7 | 4.8 | 31.1 | 5.6 | 16.8 | 2.0 | 10.2 | 12.1 | 7.5 | 6.7 | 10.0 | 19.4 | 14.1 | 5.5 |
Standard Deviation(%) | NA | 18.3 | 13.9 | 14.3 | 14.5 | 15.4 | NA | 15.1 | 10.5 | 11.1 | 20.0 | 11.4 | 29.1 | 10.6 | 13.8 | 6.0 | 12.8 | 13.2 | 9.9 | 10.2 | 12.0 | 21.9 | 16.7 | 15.0 |
Treynor Ratio | NA | 0.02 | 0.03 | 0.07 | 0.11 | 0.08 | NA | 0.1 | 0.08 | 0.15 | -0.19 | 0.34 | 0.16 | 0.41 | -0.09 | 0.2 | 0.09 | -0.01 | 0.07 | 0.25 | 0.16 | -0.01 | 0.14 | 0.31 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.05 | 0.0 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.62 | 0.77 | 0.94 | 0.85 | 0.9 | NA | 0.93 | 1.04 | 1.03 | 1.02 | 0.47 | 1.01 | 0.6 | 0.89 | 1.02 | 1.0 | 1.0 | 1.0 | 1.01 | 0.99 | 1.0 | 0.98 | 0.99 |
RSquared | NA | 0.43 | 0.61 | 0.86 | 0.8 | 0.87 | NA | 0.91 | 1.0 | 1.0 | 1.0 | 0.45 | 1.0 | 0.63 | 0.89 | 0.98 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 |
Yield(%) | N/A | 0.0 | 2.3 | 2.4 | 2.7 | 2.9 | 3.9 | N/A | 2.5 | 2.4 | 1.6 | 2.2 | 1.8 | 2.8 | 2.4 | 2.5 | 2.8 | 2.4 | 2.4 | 2.8 | 2.0 | 1.7 | 1.9 | 1.0 |
Dividend Growth(%) | N/A | -100.0 | 20.2 | 18.3 | 20.4 | N/A | N/A | N/A | 20.2 | 21.8 | -14.6 | 34.3 | -18.4 | 2.9 | 16.8 | -4.1 | 11.6 | 3.7 | 4.7 | 54.3 | 14.9 | 1.0 | 102.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2009
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