Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TLZHX (TIAA-CREF Lifecycle Index 2040 Advisor) | 11.15% | 16.28% | 13.84% | 10.49% | NA | NA | NA | 10.72% |
Data as of 07/25/2025, AR inception is 12/07/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLZHX (TIAA-CREF Lifecycle Index 2040 Advisor) | 12/07/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.34 | 16.28 | 13.84 | 10.49 | NA | NA | NA | 10.72 | 11.15 | 13.42 | 18.85 | -16.79 | 14.75 | 16.16 | 24.46 | -6.42 | 20.28 | 9.00 | -1.47 |
| Sharpe Ratio | NA | 1.04 | 0.84 | 0.66 | NA | NA | NA | 0.60 | 1.26 | 1.02 | 1.47 | -0.99 | 1.43 | 0.60 | 2.36 | -0.60 | 3.42 | 0.71 | -1.38 |
| Standard Deviation(%) | NA | 12.67 | 12.52 | 12.92 | NA | NA | NA | 14.16 | 14.12 | 9.64 | 10.45 | 18.50 | 10.30 | 26.52 | 9.72 | 12.96 | 5.76 | 12.39 | 14.36 |
| Draw Down(%) | NA | 12.96 | 14.57 | 24.27 | NA | NA | NA | 28.83 | 12.96 | 5.94 | 9.87 | 23.88 | 4.43 | 28.83 | 5.12 | 15.76 | 1.85 | 10.07 | 2.96 |
| Yield(%) | 0.00 | 2.45 | 2.55 | 2.78 | 3.21 | 2.14 | 1.60 | 3.57 | 0.00 | 2.67 | 2.35 | 2.05 | 3.21 | 2.14 | 2.67 | 2.37 | 2.42 | 2.84 | 2.39 |
Data as of 07/25/2025, AR inception is 12/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLZHX (TIAA-CREF Lifecycle Index 2040 Advisor) |
2.72%
Apr 2021 - Apr 2024 |
4.56%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLZHX (TIAA-CREF Lifecycle Index 2040 Advisor) |
18.38%
Dec 2018 - Dec 2021 |
13.87%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart