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TLZIX: TIAA-CREF LIFECYCLE INDEX 2040 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 26.8 0.12(0.45%) April 19
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | (37%) |
Start Date: | 10/01/2009 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.10% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/01/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.2 | 1.4 | 12.3 | 2.5 | 8.1 | 8.0 | 9.6 | 19.0 | -16.7 | 14.9 | 16.3 | 24.5 | -6.4 | 20.4 | 9.0 | -0.7 | 6.8 | 25.2 | 15.7 | -1.4 | 13.8 | 7.0 |
Sharpe Ratio | NA | 1.14 | 1.25 | 0.1 | 0.42 | 0.52 | 0.62 | 1.42 | -0.98 | 1.28 | 0.6 | 2.37 | -0.59 | 3.46 | 0.71 | -0.05 | 0.69 | 2.48 | 1.31 | -0.07 | 0.82 | 2.09 |
Draw Down(%) | NA | 2.4 | 9.8 | 24.6 | 28.8 | 28.8 | 28.8 | 9.8 | 23.8 | 4.4 | 28.8 | 5.1 | 15.7 | 1.8 | 10.1 | 12.1 | 7.5 | 6.7 | 10.0 | 19.4 | 14.1 | 5.5 |
Standard Deviation(%) | NA | 9.0 | 9.6 | 13.7 | 16.6 | 14.1 | 14.6 | 10.4 | 18.5 | 11.6 | 26.5 | 9.7 | 12.9 | 5.7 | 12.4 | 13.1 | 9.8 | 10.2 | 12.0 | 21.9 | 16.7 | 15.0 |
Treynor Ratio | NA | 0.1 | 0.12 | 0.01 | 0.08 | 0.09 | 0.1 | 0.15 | -0.18 | 0.15 | 0.17 | 0.67 | -0.1 | 0.2 | 0.09 | -0.01 | 0.07 | 0.25 | 0.16 | -0.01 | 0.14 | 0.32 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.03 | 0.96 | 1.01 | 0.84 | 0.87 | 0.91 | 0.98 | 1.02 | 1.01 | 0.93 | 0.35 | 0.77 | 1.01 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 |
RSquared | NA | 0.99 | 0.86 | 0.93 | 0.82 | 0.85 | 0.9 | 0.88 | 1.0 | 0.81 | 0.92 | 0.39 | 0.8 | 0.98 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 |
Yield(%) | N/A | 0.0 | 2.3 | 2.5 | 2.9 | 3.2 | N/A | 2.5 | 2.1 | 3.3 | 2.2 | 2.8 | 2.4 | 2.5 | 2.8 | 2.5 | 2.5 | 3.0 | 2.1 | 1.8 | 1.9 | 0.3 |
Dividend Growth(%) | N/A | -100.0 | -6.7 | 34.7 | 40.1 | N/A | N/A | -6.7 | -26.8 | 67.3 | -2.0 | 4.2 | 14.3 | -4.5 | 10.0 | 5.3 | -2.6 | 62.5 | 14.3 | 5.0 | 566.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2009
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