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TPILX: TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 11.12 0.03(0.27%) May 14
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (18%) |
Start Date: | 10/01/2009 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 3.47% |
Expenses | 0.45% |
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Performance Analytics (As of 05/10/2024)
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(%) | 0.5 | 3.2 | 9.8 | 1.5 | 5.0 | 4.7 | 5.9 | 10.6 | -12.6 | 6.9 | 10.9 | 15.0 | -3.9 | 11.8 | 5.5 | 0.1 | 4.4 | 9.7 | 11.3 | 2.6 | 11.2 | 3.0 |
Sharpe Ratio | NA | 0.82 | 0.92 | -0.15 | 0.35 | 0.49 | 0.72 | 1.11 | -1.45 | 0.64 | 0.89 | 3.27 | -0.91 | 3.9 | 0.9 | 0.01 | 0.94 | 1.84 | 2.11 | 0.28 | 1.5 | 1.84 |
Draw Down(%) | NA | 2.9 | 5.7 | 21.1 | 21.1 | 21.1 | 21.1 | 5.7 | 16.7 | 6.7 | 16.9 | 1.7 | 8.2 | 1.0 | 4.7 | 6.2 | 3.6 | 5.4 | 4.3 | 8.3 | 4.9 | 2.6 |
Standard Deviation(%) | NA | 5.4 | 5.7 | 8.9 | 9.0 | 7.3 | 7.2 | 5.8 | 9.7 | 10.7 | 12.0 | 4.2 | 5.7 | 2.9 | 5.9 | 5.9 | 4.6 | 5.2 | 5.4 | 9.2 | 7.4 | 6.8 |
Treynor Ratio | NA | 0.04 | 0.05 | -0.01 | 0.03 | 0.03 | 0.04 | 0.07 | -0.13 | 0.06 | 0.09 | 0.11 | -0.04 | 0.1 | 0.04 | 0.0 | 0.03 | 0.08 | 0.08 | 0.02 | 0.08 | 0.1 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 |
Beta | NA | 1.03 | 0.98 | 1.06 | 1.13 | 1.17 | 1.22 | 0.9 | 1.07 | 1.24 | 1.24 | 1.18 | 1.29 | 1.12 | 1.34 | 1.32 | 1.37 | 1.28 | 1.37 | 1.48 | 1.33 | 1.25 |
RSquared | NA | 0.93 | 0.93 | 0.6 | 0.75 | 0.78 | 0.81 | 0.77 | 0.93 | 0.24 | 0.98 | 0.84 | 0.93 | 0.75 | 0.92 | 0.93 | 0.88 | 0.9 | 0.86 | 0.93 | 0.9 | 0.93 |
Yield(%) | N/A | 0.6 | 3.5 | 5.0 | 5.3 | 4.7 | N/A | 3.5 | 4.9 | 7.6 | 5.9 | 4.0 | 5.3 | 3.8 | 3.4 | 4.0 | 4.0 | 3.5 | 3.3 | 3.0 | 3.3 | 0.9 |
Dividend Growth(%) | N/A | -80.0 | -40.6 | 8.6 | 34.2 | N/A | N/A | -41.7 | -35.5 | 32.9 | 62.8 | -30.6 | 51.2 | 13.9 | -18.2 | 0.0 | 18.9 | 15.6 | 10.3 | -3.3 | 275.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2009
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