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TTRLX: TIAA-CREF LIFECYCLE 2055 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 17.11 0.01(0.06%) May 21
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (52%) |
Start Date: | 05/06/2011 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 1.81% |
Expenses | 0.60% |
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Performance Analytics (As of 05/20/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/06/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 9.7 | 21.7 | 5.1 | 10.6 | 8.8 | 9.1 | 20.0 | -18.0 | 16.3 | 17.3 | 26.1 | -10.1 | 23.9 | 8.1 | -0.1 | 4.4 | 25.9 | 17.3 | -9.7 |
Sharpe Ratio | NA | 1.9 | 1.6 | 0.12 | 0.43 | 0.47 | 0.5 | 1.36 | -0.91 | 1.35 | 0.55 | 2.14 | -0.75 | 3.36 | 0.57 | -0.01 | 0.4 | 2.41 | 1.35 | -0.54 |
Draw Down(%) | NA | 4.9 | 10.3 | 26.0 | 32.7 | 32.7 | 32.7 | 10.3 | 25.1 | 5.7 | 32.7 | 6.2 | 20.4 | 2.1 | 12.0 | 12.6 | 8.8 | 7.2 | 11.1 | 20.8 |
Standard Deviation(%) | NA | 10.5 | 10.7 | 15.4 | 19.0 | 16.1 | 16.1 | 11.6 | 21.3 | 12.0 | 30.9 | 11.5 | 15.2 | 7.0 | 13.8 | 13.6 | 10.9 | 10.7 | 12.9 | 26.9 |
Treynor Ratio | NA | 0.23 | 0.19 | 0.02 | 0.1 | 0.09 | 0.09 | 0.19 | -0.23 | 0.19 | 0.19 | 0.28 | -0.13 | 0.24 | 0.08 | 0.0 | 0.05 | 0.27 | 0.18 | -0.15 |
Alpha | NA | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | 0.0 | -0.01 | -0.03 | 0.01 | -0.01 | -0.01 | -0.03 | -0.01 | 0.01 | -0.03 |
Beta | NA | 0.87 | 0.89 | 0.85 | 0.87 | 0.88 | 0.9 | 0.85 | 0.85 | 0.86 | 0.88 | 0.89 | 0.87 | 0.98 | 1.02 | 0.85 | 0.93 | 0.95 | 0.99 | 0.97 |
RSquared | NA | 0.95 | 0.94 | 0.92 | 0.95 | 0.95 | 0.95 | 0.93 | 0.93 | 0.88 | 0.98 | 0.93 | 0.95 | 0.89 | 0.93 | 0.95 | 0.95 | 0.96 | 0.96 | 0.99 |
Yield(%) | N/A | 0.0 | 1.8 | 5.6 | 6.7 | 6.0 | N/A | 1.9 | 6.1 | 10.6 | 6.0 | 6.0 | 3.8 | 4.0 | 3.4 | 4.5 | 4.4 | 4.6 | 2.7 | 1.8 |
Dividend Growth(%) | N/A | -100.0 | -75.8 | 38.0 | 89.0 | N/A | N/A | -75.8 | -38.7 | 91.6 | 21.0 | 33.7 | 16.7 | 24.4 | -28.2 | 1.5 | 14.0 | 95.4 | 32.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/06/2011
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