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
TRILX (TIAA-CREF LIFECYCLE INDEX RETIREMENT INCOME FUND INSTITUTIONAL CLASS) 5.17% 13.73% 10.76% 4.42% 6.18% 6.00% NA
Data as of 06/04/2026, Common starting date is 10/01/2009
More Performance Analytics Comparison
Name Start Date End Date
TRILX (TIAA-CREF LIFECYCLE INDEX RETIREMENT INCOME 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 (%) 0.22 13.73 10.76 4.42 6.18 6.00 NA 5.17 12.93 7.85 11.85 -14.18 5.08 11.69 15.39 -2.65 10.49 5.26 -0.03 6.15 8.42 9.59 4.46 9.52 2.12
Sharpe Ratio NA 1.96 1.18 0.26 0.63 NA NA 1.38 1.45 0.72 1.24 -1.45 0.87 0.92 3.14 -0.69 3.60 0.93 -0.01 1.49 1.63 2.00 0.52 1.35 1.27
Standard Deviation(%) NA 5.96 6.65 7.55 7.30 NA NA 7.48 6.98 5.86 6.65 10.81 5.81 12.43 4.44 5.82 2.75 5.44 5.63 4.12 5.14 4.82 8.51 6.99 6.84
Draw Down(%) NA 5.30 6.36 20.11 20.11 NA NA 5.30 6.14 3.19 6.36 18.07 3.97 15.26 1.82 7.02 1.03 3.61 5.98 2.87 5.09 3.35 6.59 5.02 2.36
Yield(%) 0.00 3.14 4.00 2.97 3.18 3.31 2.94 0.00 3.80 5.41 2.84 2.24 2.20 1.99 2.70 2.79 2.32 1.96 2.04 2.48 2.46 2.03 2.55 2.32 0.00
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
TRILX (TIAA-CREF LIFECYCLE INDEX RETIREMENT INCOME FUND INSTITUTIONAL CLASS) -0.55%
Apr 2021 – Apr 2024
2.19%
Sep 2017 – Sep 2022
3.69%
Oct 2013 – Oct 2023
5.57%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRILX (TIAA-CREF LIFECYCLE INDEX RETIREMENT INCOME FUND INSTITUTIONAL CLASS) 11.66%
Sep 2022 – Sep 2025
8.24%
Oct 2016 – Oct 2021
7.25%
Sep 2011 – Sep 2021
6.17%
Jun 2010 – Jun 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return