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TTFIX: TIAA-CREF LIFECYCLE 2045 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 14.02 0.02(0.14%) May 17
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | (72%) |
Start Date: | 12/04/2007 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 2.33% |
Expenses | 0.70% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/04/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 9.2 | 21.5 | 4.8 | 10.2 | 8.9 | 11.1 | 6.6 | 19.5 | -17.4 | 15.8 | 17.3 | 25.9 | -9.6 | 23.6 | 8.1 | 0.1 | 4.6 | 26.3 | 17.6 | -3.6 | 15.4 | 26.7 | -40.5 | -1.3 |
Sharpe Ratio | NA | 1.88 | 1.61 | 0.1 | 0.41 | 0.46 | NA | 0.3 | 1.38 | -0.93 | 0.73 | 0.56 | 2.18 | -0.74 | 3.42 | 0.58 | 0.01 | 0.42 | 2.42 | 1.36 | -0.16 | 0.89 | 1.08 | -1.09 | -1.14 |
Draw Down(%) | NA | 4.7 | 9.9 | 31.2 | 32.2 | 32.2 | NA | 55.6 | 9.9 | 24.4 | 12.8 | 32.2 | 5.9 | 19.7 | 2.1 | 11.8 | 12.4 | 8.8 | 7.1 | 11.1 | 21.4 | 14.4 | 24.4 | 49.7 | 4.8 |
Standard Deviation(%) | NA | 9.9 | 10.2 | 18.0 | 20.1 | 16.6 | NA | 19.1 | 11.1 | 20.2 | 21.7 | 30.1 | 11.2 | 14.7 | 6.8 | 13.5 | 13.6 | 10.9 | 10.8 | 13.0 | 22.8 | 17.2 | 24.6 | 37.8 | 16.6 |
Treynor Ratio | NA | 0.18 | 0.17 | 0.02 | 0.08 | 0.08 | NA | 0.06 | 0.16 | -0.19 | 0.13 | 0.17 | 0.39 | -0.11 | 0.2 | 0.07 | 0.0 | 0.04 | 0.25 | 0.17 | -0.04 | 0.15 | 0.27 | -0.4 | -0.22 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | -0.08 |
Beta | NA | 1.03 | 0.94 | 1.03 | 0.98 | 0.99 | NA | 1.01 | 0.96 | 1.01 | 1.19 | 1.02 | 0.64 | 0.95 | 1.13 | 1.05 | 1.03 | 1.1 | 1.06 | 1.07 | 1.05 | 1.01 | 0.98 | 1.03 | 0.85 |
RSquared | NA | 0.98 | 0.85 | 0.67 | 0.79 | 0.83 | NA | 0.91 | 0.87 | 0.96 | 0.38 | 0.96 | 0.62 | 0.89 | 0.96 | 0.98 | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 0.76 |
Yield(%) | N/A | 0.0 | 2.3 | 6.7 | 7.9 | 6.9 | 9.4 | N/A | 2.5 | 6.8 | 12.9 | 8.1 | 6.8 | 4.6 | 4.5 | 4.3 | 5.3 | 5.2 | 5.2 | 3.0 | 2.1 | 2.1 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -72.4 | 28.8 | 84.8 | N/A | N/A | N/A | -72.7 | -45.0 | 69.8 | 43.2 | 25.4 | 22.9 | 11.6 | -24.6 | 1.8 | 16.7 | 100.0 | 33.3 | 12.5 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/04/2007
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