Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TCZHX (TIAA-CREF Lifecycle 2040 Advisor) 5.32% 18.00% 14.95% 7.25% 10.23% NA NA
Data as of 06/05/2026, Common starting date is 12/07/2015
More Performance Analytics Comparison
Name Start Date End Date
TCZHX (TIAA-CREF Lifecycle 2040 Advisor) 12/07/2015 06/05/2026
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
Annualized Return (%) -1.97 18.00 14.95 7.25 10.23 NA NA 5.32 17.04 12.76 18.07 -16.72 14.15 16.27 24.65 -8.97 22.77 7.76 -1.81
Sharpe Ratio NA 1.87 1.18 0.42 0.63 NA NA 1.38 1.18 0.93 1.41 -1.00 1.34 0.59 2.26 -0.75 3.45 0.57 -1.59
Standard Deviation(%) NA 9.99 10.87 12.60 14.19 NA NA 12.08 12.02 9.82 10.28 18.30 10.51 27.16 10.26 13.85 6.44 13.23 15.01
Draw Down(%) NA 8.12 13.41 24.17 30.21 NA NA 8.12 13.41 6.47 9.51 23.38 4.98 30.21 5.44 18.49 1.93 11.70 3.26
Yield(%) 0.00 8.82 6.05 6.41 8.17 5.58 4.19 0.00 9.21 4.64 2.83 7.12 13.04 8.81 6.76 8.49 7.65 7.48 8.70
Data as of 06/05/2026, Common starting date is 12/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TCZHX (TIAA-CREF Lifecycle 2040 Advisor) 1.86%
Mar 2017 – Mar 2020
4.00%
Sep 2017 – Sep 2022
9.78%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TCZHX (TIAA-CREF Lifecycle 2040 Advisor) 18.27%
Dec 2018 – Dec 2021
13.86%
Jun 2016 – Jun 2021
11.09%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return