Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCOIX (TIAA-CREF LIFECYCLE 2040 FUND INSTITUTIONAL CLASS) | 9.73% | 12.02% | 10.01% | 5.14% | 6.45% | 8.32% | NA | 6.14% |
Data as of 07/25/2025, AR inception is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCOIX (TIAA-CREF LIFECYCLE 2040 FUND INSTITUTIONAL CLASS) | 01/19/2007 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.26 | 12.02 | 10.01 | 5.14 | 6.45 | 8.32 | NA | 6.14 | 9.73 | 10.73 | 18.38 | -22.40 | 4.69 | 10.36 | 24.58 | -9.06 | 22.91 | 7.79 | 0.08 | 4.63 | 26.33 | 17.52 | -3.58 | 15.45 | 28.65 | -37.94 | 9.31 |
| Sharpe Ratio | NA | 0.69 | 0.50 | 0.23 | 0.32 | NA | NA | 0.28 | 1.07 | 0.41 | 1.39 | -1.20 | 0.33 | 0.36 | 2.26 | -0.75 | 3.47 | 0.57 | 0.00 | 0.43 | 2.45 | 1.37 | -0.16 | 0.87 | 1.16 | -1.05 | 0.47 |
| Standard Deviation(%) | NA | 12.85 | 13.15 | 14.27 | 15.20 | NA | NA | 17.70 | 13.99 | 10.01 | 10.24 | 19.86 | 14.20 | 27.73 | 10.23 | 13.82 | 6.44 | 13.24 | 13.60 | 10.83 | 10.75 | 12.83 | 22.84 | 17.62 | 24.67 | 37.03 | 14.54 |
| Draw Down(%) | NA | 14.40 | 14.40 | 30.48 | 30.48 | NA | NA | 53.72 | 13.40 | 6.54 | 9.41 | 23.36 | 12.65 | 30.12 | 5.35 | 18.59 | 1.93 | 11.59 | 12.43 | 8.81 | 7.22 | 11.08 | 21.38 | 14.38 | 24.50 | 48.86 | 10.44 |
| Yield(%) | 0.00 | 2.48 | 2.44 | 2.80 | 5.02 | 6.84 | 4.51 | 5.01 | 0.00 | 2.71 | 2.91 | 1.57 | 4.02 | 3.07 | 6.81 | 8.53 | 7.67 | 7.51 | 8.89 | 8.35 | 9.09 | 6.34 | 3.82 | 2.74 | 2.37 | 2.00 | 3.91 |
Data as of 07/25/2025, AR inception is 01/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCOIX (TIAA-CREF LIFECYCLE 2040 FUND INSTITUTIONAL CLASS) |
-8.90%
Jun 2007 - Jun 2010 |
-1.48%
May 2007 - May 2012 |
4.48%
Oct 2013 - Oct 2023 |
4.10%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCOIX (TIAA-CREF LIFECYCLE 2040 FUND INSTITUTIONAL CLASS) |
23.61%
Feb 2009 - Feb 2012 |
20.83%
Feb 2009 - Feb 2014 |
13.48%
Feb 2009 - Feb 2019 |
10.38%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart