Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TLZIX (TIAA-CREF LIFECYCLE INDEX 2040 FUND INSTITUTIONAL CLASS) | 9.97% | 23.57% | 17.52% | 8.74% | 11.04% | 10.23% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLZIX (TIAA-CREF LIFECYCLE INDEX 2040 FUND INSTITUTIONAL CLASS) | 10/01/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 23.57 | 17.52 | 8.74 | 11.04 | 10.23 | NA | … | … | 9.97 | 18.86 | 13.52 | 18.98 | -17.15 | 13.65 | 15.90 | 24.52 | -6.36 | 20.38 | 9.01 | -0.67 | 6.85 | 25.18 | 15.69 | -1.42 | 13.76 | 7.05 |
| Sharpe Ratio | NA | 2.19 | 1.35 | 0.50 | 0.68 | NA | NA | … | … | 1.89 | 1.34 | 1.02 | 1.48 | -1.01 | 1.31 | 0.59 | 2.37 | -0.60 | 3.45 | 0.71 | -0.05 | 0.69 | 2.48 | 1.31 | -0.07 | 0.82 | 2.09 |
| Standard Deviation(%) | NA | 9.96 | 10.89 | 12.67 | 13.88 | NA | NA | … | … | 12.13 | 11.98 | 9.74 | 10.43 | 18.51 | 10.43 | 26.50 | 9.73 | 12.92 | 5.74 | 12.37 | 13.12 | 9.84 | 10.15 | 12.04 | 21.86 | 16.72 | 14.99 |
| Draw Down(%) | NA | 7.77 | 12.92 | 25.00 | 28.82 | NA | NA | … | … | 7.77 | 12.92 | 6.09 | 9.81 | 23.85 | 4.82 | 28.82 | 5.07 | 15.70 | 1.80 | 10.07 | 12.13 | 7.50 | 6.72 | 9.98 | 19.40 | 14.06 | 5.51 |
| Yield(%) | 0.00 | 4.13 | 3.47 | 2.60 | 3.56 | 4.10 | 3.92 | … | … | 0.00 | 4.37 | 2.79 | 2.45 | 1.67 | 2.12 | 1.86 | 2.75 | 2.43 | 2.46 | 2.85 | 2.43 | 2.46 | 3.02 | 2.06 | 1.78 | 1.89 | 0.28 |
Data as of 06/04/2026, Common starting date is 10/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLZIX (TIAA-CREF LIFECYCLE INDEX 2040 FUND INSTITUTIONAL CLASS) |
2.28%
Apr 2021 – Apr 2024 |
4.09%
Mar 2015 – Mar 2020 |
6.80%
Oct 2013 – Oct 2023 |
9.13%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLZIX (TIAA-CREF LIFECYCLE INDEX 2040 FUND INSTITUTIONAL CLASS) |
19.08%
Sep 2022 – Sep 2025 |
13.89%
Oct 2016 – Oct 2021 |
12.51%
Sep 2011 – Sep 2021 |
10.62%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart