Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TLZRX (TIAA-CREF LIFECYCLE INDEX 2040 FUND RETIREMENT CLASS) | 9.83% | 23.21% | 17.21% | 8.46% | 10.76% | 9.95% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLZRX (TIAA-CREF LIFECYCLE INDEX 2040 FUND RETIREMENT CLASS) | 10/02/2009 | 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 (%) | 0.36 | 23.21 | 17.21 | 8.46 | 10.76 | 9.95 | NA | … | … | 9.83 | 18.57 | 13.26 | 18.65 | -17.37 | 13.38 | 15.64 | 24.20 | -6.60 | 20.08 | 8.74 | -0.94 | 6.56 | 24.88 | 15.46 | -1.70 | 13.50 | 7.53 |
| Sharpe Ratio | NA | 2.16 | 1.32 | 0.48 | 0.66 | NA | NA | … | … | 1.87 | 1.31 | 0.99 | 1.44 | -1.02 | 1.28 | 0.58 | 2.33 | -0.62 | 3.40 | 0.69 | -0.07 | 0.67 | 2.45 | 1.29 | -0.08 | 0.80 | 2.26 |
| Standard Deviation(%) | NA | 9.94 | 10.89 | 12.68 | 13.89 | NA | NA | … | … | 12.10 | 11.99 | 9.74 | 10.47 | 18.52 | 10.42 | 26.52 | 9.77 | 12.90 | 5.74 | 12.36 | 13.15 | 9.84 | 10.15 | 12.03 | 21.84 | 16.76 | 15.19 |
| Draw Down(%) | NA | 7.79 | 12.98 | 25.18 | 28.84 | NA | NA | … | … | 7.79 | 12.98 | 6.09 | 9.91 | 23.99 | 4.86 | 28.84 | 5.12 | 15.95 | 1.82 | 10.07 | 12.16 | 7.49 | 6.69 | 10.02 | 19.53 | 14.07 | 5.51 |
| Yield(%) | 0.00 | 3.90 | 3.20 | 2.37 | 3.23 | 3.72 | 3.57 | … | … | 0.00 | 4.13 | 2.53 | 2.21 | 1.47 | 1.86 | 1.62 | 2.49 | 2.20 | 2.21 | 2.66 | 2.24 | 2.28 | 2.79 | 1.88 | 1.68 | 1.83 | 0.21 |
Data as of 06/04/2026, Common starting date is 10/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLZRX (TIAA-CREF LIFECYCLE INDEX 2040 FUND RETIREMENT CLASS) |
2.03%
Apr 2021 – Apr 2024 |
3.82%
Mar 2015 – Mar 2020 |
6.53%
Oct 2013 – Oct 2023 |
8.86%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLZRX (TIAA-CREF LIFECYCLE INDEX 2040 FUND RETIREMENT CLASS) |
18.78%
Sep 2022 – Sep 2025 |
13.61%
Oct 2016 – Oct 2021 |
12.24%
Sep 2011 – Sep 2021 |
10.35%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart