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TTRLX: TIAA-CREF LIFECYCLE 2055 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 18.65 0.14(0.75%) July 07
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 05/06/2011 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 1.69% |
| Expenses | 0.60% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/06/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 8.5 | 8.7 | 12.1 | 7.9 | 7.3 | 7.9 | 12.0 | 20.0 | -23.1 | 9.1 | 13.5 | 26.1 | -10.1 | 23.9 | 8.1 | -0.1 | 4.4 | 25.9 | 17.3 | -9.7 |
| Sharpe Ratio | NA | 0.93 | 0.41 | 0.59 | 0.37 | 0.35 | 0.43 | 0.48 | 1.36 | -1.1 | 0.64 | 0.43 | 2.14 | -0.76 | 3.36 | 0.57 | -0.01 | 0.4 | 2.41 | 1.35 | -0.54 |
| Draw Down(%) | NA | 15.8 | 16.7 | 16.7 | 30.6 | 32.7 | 32.7 | 7.6 | 10.3 | 25.1 | 11.3 | 32.7 | 6.2 | 20.4 | 2.1 | 12.0 | 12.6 | 8.8 | 7.2 | 11.1 | 20.8 |
| Standard Deviation(%) | NA | 17.6 | 15.3 | 14.9 | 15.8 | 16.8 | 16.3 | 11.3 | 11.6 | 22.4 | 14.2 | 31.1 | 11.5 | 15.2 | 7.0 | 13.8 | 13.6 | 10.9 | 10.7 | 12.9 | 26.9 |
| Treynor Ratio | NA | 0.36 | 0.12 | 0.12 | 0.07 | 0.07 | 0.08 | 0.07 | 0.19 | -0.28 | 0.1 | 0.16 | 0.28 | -0.13 | 0.24 | 0.08 | 0.0 | 0.05 | 0.27 | 0.18 | -0.15 |
| Alpha | NA | 0.04 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | -0.03 | -0.01 | -0.04 | -0.06 | -0.01 | -0.01 | -0.03 | 0.01 | -0.01 | -0.01 | -0.03 | -0.01 | 0.01 | -0.03 |
| Beta | NA | 0.46 | 0.54 | 0.72 | 0.79 | 0.83 | 0.86 | 0.8 | 0.86 | 0.87 | 0.95 | 0.84 | 0.89 | 0.87 | 0.98 | 1.02 | 0.85 | 0.93 | 0.95 | 0.99 | 0.97 |
| RSquared | NA | 0.41 | 0.49 | 0.7 | 0.77 | 0.85 | 0.87 | 0.8 | 0.93 | 0.88 | 0.76 | 0.89 | 0.93 | 0.95 | 0.89 | 0.94 | 0.95 | 0.95 | 0.96 | 0.96 | 0.99 |
| Yield(%) | N/A | 0.0 | 1.7 | 1.7 | 2.4 | 3.5 | N/A | 1.9 | 1.9 | 1.1 | 3.7 | 2.5 | 6.0 | 3.8 | 4.0 | 3.4 | 4.5 | 4.4 | 4.6 | 2.7 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | 14.4 | -57.2 | -36.6 | N/A | N/A | 14.4 | 37.4 | -69.3 | 65.0 | -50.6 | 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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