Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCLOX (TIAA-CREF LIFECYCLE 2040 FUND RETIREMENT CLASS) | 7.68% | 20.31% | 15.58% | 7.56% | 10.26% | 9.52% | 7.84% | … | … |
Data as of 06/04/2026, Common starting date is 12/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCLOX (TIAA-CREF LIFECYCLE 2040 FUND RETIREMENT CLASS) | 12/28/2004 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 20.31 | 15.58 | 7.56 | 10.26 | 9.52 | 7.84 | … | … | 7.68 | 11.17 | 12.54 | 18.04 | -16.86 | 13.93 | 16.06 | 24.38 | -9.26 | 22.49 | 7.57 | -0.11 | 4.38 | 25.85 | 17.37 | -3.87 | 15.22 | 28.39 | -38.15 | 10.28 | 13.16 | 2.29 | 0.06 |
| Sharpe Ratio | NA | 1.85 | 1.16 | 0.40 | 0.61 | NA | NA | … | … | 1.36 | 0.72 | 0.91 | 1.42 | -1.00 | 1.32 | 0.58 | 2.24 | -0.77 | 3.41 | 0.56 | -0.01 | 0.40 | 2.39 | 1.35 | -0.17 | 0.88 | 1.17 | -1.06 | 0.50 | 1.06 | 0.00 | 1.49 |
| Standard Deviation(%) | NA | 9.95 | 10.84 | 12.61 | 14.18 | NA | NA | … | … | 12.03 | 12.80 | 9.83 | 10.24 | 18.36 | 10.53 | 27.14 | 10.21 | 13.82 | 6.43 | 13.21 | 13.60 | 10.80 | 10.79 | 12.95 | 22.92 | 17.24 | 24.11 | 36.80 | 14.29 | 9.28 | 8.41 | 2.56 |
| Draw Down(%) | NA | 8.09 | 13.40 | 24.27 | 30.12 | NA | NA | … | … | 8.09 | 13.40 | 6.54 | 9.54 | 23.45 | 4.98 | 30.12 | 5.45 | 18.74 | 1.94 | 11.62 | 12.47 | 8.84 | 7.23 | 11.12 | 21.49 | 14.48 | 24.62 | 48.93 | 10.33 | 8.67 | 5.13 | 0.13 |
| Yield(%) | 0.00 | 5.25 | 3.63 | 4.24 | 5.98 | 6.50 | 5.59 | … | … | 0.00 | 5.49 | 2.75 | 1.60 | 4.56 | 8.80 | 6.05 | 4.63 | 6.06 | 5.50 | 5.49 | 6.70 | 6.37 | 7.07 | 4.90 | 2.88 | 2.02 | 1.75 | 1.54 | 3.17 | 2.85 | 0.00 | 3.37 |
Data as of 06/04/2026, Common starting date is 12/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCLOX (TIAA-CREF LIFECYCLE 2040 FUND RETIREMENT CLASS) |
-14.50%
Feb 2006 – Feb 2009 |
-1.73%
May 2007 – May 2012 |
4.29%
Feb 2006 – Feb 2016 |
4.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCLOX (TIAA-CREF LIFECYCLE 2040 FUND RETIREMENT CLASS) |
23.30%
Feb 2009 – Feb 2012 |
20.55%
Feb 2009 – Feb 2014 |
13.20%
Feb 2009 – Feb 2019 |
11.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart