Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCZPX (TIAA-CREF LIFECYCLE 2040 FUND PREMIER CLASS) | 7.48% | 10.88% | 11.39% | 9.25% | 8.38% | 9.60% | NA | 10.25% |
Data as of 08/01/2025, AR inception is 10/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCZPX (TIAA-CREF LIFECYCLE 2040 FUND PREMIER CLASS) | 10/01/2009 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.00 | 10.88 | 11.39 | 9.25 | 8.38 | 9.60 | NA | 10.25 | 7.48 | 12.63 | 18.00 | -16.75 | 14.09 | 16.09 | 24.53 | -9.24 | 22.69 | 7.65 | -0.06 | 4.49 | 26.08 | 17.39 | -3.68 | 15.27 | 7.14 |
| Sharpe Ratio | NA | 0.62 | 0.66 | 0.57 | 0.47 | NA | NA | 0.59 | 0.74 | 0.92 | 1.41 | -1.00 | 1.33 | 0.58 | 2.25 | -0.77 | 3.44 | 0.56 | -0.01 | 0.41 | 2.41 | 1.35 | -0.16 | 0.86 | 2.02 |
| Standard Deviation(%) | NA | 12.55 | 12.21 | 12.90 | 14.58 | NA | NA | 14.85 | 13.86 | 9.79 | 10.24 | 18.34 | 10.55 | 27.18 | 10.23 | 13.83 | 6.43 | 13.21 | 13.55 | 10.84 | 10.81 | 12.92 | 22.94 | 17.64 | 15.67 |
| Draw Down(%) | NA | 13.36 | 13.36 | 24.21 | 30.11 | NA | NA | 30.11 | 13.36 | 6.49 | 9.44 | 23.36 | 5.00 | 30.11 | 5.46 | 18.68 | 1.94 | 11.62 | 12.47 | 8.76 | 7.24 | 11.19 | 21.51 | 14.50 | 5.94 |
| Yield(%) | 0.00 | 4.18 | 5.10 | 7.28 | 7.10 | 8.64 | 7.05 | 9.39 | 0.00 | 4.60 | 2.73 | 7.06 | 12.97 | 8.72 | 6.59 | 8.39 | 7.53 | 7.37 | 8.77 | 8.21 | 8.95 | 6.21 | 3.74 | 2.69 | 1.98 |
Data as of 08/01/2025, AR inception is 10/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCZPX (TIAA-CREF LIFECYCLE 2040 FUND PREMIER CLASS) |
1.71%
Mar 2017 - Mar 2020 |
3.11%
Mar 2015 - Mar 2020 |
6.55%
Oct 2013 - Oct 2023 |
8.75%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCZPX (TIAA-CREF LIFECYCLE 2040 FUND PREMIER CLASS) |
18.20%
Sep 2011 - Sep 2014 |
13.90%
Jun 2010 - Jun 2015 |
12.31%
Sep 2011 - Sep 2021 |
10.26%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart