TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX)

Basic Info 11.16 0(0.0%)

TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS started on 12/04/2007
TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS is classified as asset class Retirement Income
TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS expense ratio is 0.45%
TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS rating is
(57%)

TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX) Dividend Info

TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX) dividend growth in the last 12 months is -41.26%

The trailing 12-month yield of TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS is 3.38%. its dividend history:

DateDividend
03/22/2024 0.0682
12/15/2023 0.1529
09/22/2023 0.0644
06/16/2023 0.0685
03/17/2023 0.0472
12/16/2022 0.381
09/23/2022 0.1098
06/17/2022 0.0647
03/18/2022 0.0349
12/17/2021 0.7831
09/17/2021 0.0483
06/18/2021 0.0435
03/19/2021 0.034
12/18/2020 0.574
09/18/2020 0.032
06/19/2020 0.037
03/20/2020 0.04
12/13/2019 0.289
09/20/2019 0.048
06/12/2019 0.05
03/22/2019 0.039
12/14/2018 0.4669
09/21/2018 0.0555
06/22/2018 0.05
03/23/2018 0.04
12/15/2017 0.269
09/22/2017 0.038
06/23/2017 0.034
03/24/2017 0.06
12/16/2016 0.275
09/23/2016 0.034
06/24/2016 0.036
03/18/2016 0.035
12/18/2015 0.338
09/25/2015 0.033
06/26/2015 0.029
03/27/2015 0.028
12/19/2014 0.307
09/26/2014 0.031
06/27/2014 0.037
03/28/2014 0.053
12/20/2013 0.268
09/20/2013 0.035
06/21/2013 0.03
03/22/2013 0.023
12/21/2012 0.222
09/28/2012 0.025
06/29/2012 0.04
03/30/2012 0.028
12/16/2011 0.161
09/23/2011 0.034
06/24/2011 0.049
03/25/2011 0.036
12/17/2010 0.132
09/24/2010 0.03
06/25/2010 0.039
03/26/2010 0.035
12/18/2009 0.082

Dividend Growth History for TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.333 3.29% -43.60% -
2022 $0.5904 4.83% -35.04% -43.60%
2021 $0.9089 7.40% 33.07% -39.47%
2020 $0.683 5.78% 60.33% -21.29%
2019 $0.426 4.01% -30.44% -5.97%
2018 $0.6124 5.23% 52.72% -11.47%
2017 $0.401 3.69% 5.53% -3.05%
2016 $0.38 3.61% -11.21% -1.87%
2015 $0.428 3.88% 0.00% -3.09%
2014 $0.428 3.91% 20.22% -2.75%
2013 $0.356 3.41% 13.02% -0.67%
2012 $0.315 3.26% 12.50% 0.51%
2011 $0.28 2.90% 18.64% 1.46%
2010 $0.236 2.62% 187.80% 2.68%
2009 $0.082 1.03% - 10.53%

Dividend Growth Chart for TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX)


TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX) Historical Returns And Risk Info

From 12/04/2007 to 05/17/2024, the compound annualized total return (dividend reinvested) of TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX) is 4.342%. Its cumulative total return (dividend reinvested) is 101.013%.

From 12/04/2007 to 05/17/2024, the Maximum Drawdown of TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX) is 30.2%.

From 12/04/2007 to 05/17/2024, the Sharpe Ratio of TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX) is 0.43.

From 12/04/2007 to 05/17/2024, the Annualized Standard Deviation of TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX) is 8.3%.

From 12/04/2007 to 05/17/2024, the Beta of TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX) is 1.26.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
12/04/2007
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return(%) -0.2 -27.3 -22.5 -10.1 4.6 1.0 6.3 4.3 10.5 -12.7 6.8 10.8 15.0 -4.0 11.7 5.7 0.1 4.2 9.7 11.3 2.4 10.5 14.5 -20.2 -1.1
Sharpe Ratio NA 0.82 0.93 -0.16 0.34 0.49 NA 0.43 1.1 -1.48 0.64 0.88 3.25 -0.92 3.84 0.92 0.01 0.91 1.83 2.08 0.26 1.4 1.33 -1.3 -2.21
Draw Down(%) NA 2.9 5.8 21.1 21.1 21.1 NA 30.2 5.8 16.8 6.7 17.0 1.7 8.3 1.0 4.8 6.3 3.6 5.3 4.3 8.2 5.3 11.9 27.3 2.3
Standard Deviation(%) NA 5.4 5.7 8.9 9.0 7.3 NA 8.3 5.8 9.6 10.7 12.0 4.2 5.8 2.9 6.0 5.9 4.6 5.3 5.4 9.2 7.4 10.8 16.2 7.4
Treynor Ratio NA 0.04 0.05 -0.01 0.03 0.03 NA 0.03 0.07 -0.13 0.06 0.09 0.11 -0.04 0.1 0.04 0.0 0.03 0.08 0.08 0.02 0.08 0.11 -0.15 -0.14
Alpha NA 0.01 0.01 0.0 0.0 0.0 NA 0.0 0.0 0.0 0.0 -0.01 0.0 0.0 0.01 0.0 0.0 -0.01 0.01 0.0 -0.02 -0.01 -0.01 -0.02 -0.06
Beta NA 1.03 0.98 1.04 1.13 1.17 NA 1.26 0.89 1.06 1.23 1.24 1.19 1.3 1.12 1.35 1.33 1.35 1.29 1.39 1.47 1.33 1.26 1.38 1.14
RSquare NA 0.95 0.94 0.59 0.74 0.78 NA 0.85 0.78 0.94 0.23 0.98 0.84 0.93 0.74 0.92 0.92 0.88 0.89 0.86 0.93 0.9 0.95 0.93 0.63
Yield(%) N/A 0.7 3.4 4.9 5.2 4.7 5.4 N/A 3.3 4.7 7.3 5.8 4.0 5.3 3.7 3.7 3.9 3.9 3.4 3.2 2.9 2.7 1.0 0.0 0.0
Dividend Growth(%) N/A -78.8 -41.3 8.8 32.9 N/A N/A N/A -43.1 -35.6 32.4 58.1 -30.6 55.0 2.6 -9.3 0.0 19.4 16.1 10.7 16.7 200.0 N/A N/A N/A

Return Calculator for TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX)

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TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX) Historical Return Chart

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TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 12/04/2007 to 05/17/2024, the worst annualized return of 3-year rolling returns for TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX) is 0.23%.
From 12/04/2007 to 05/17/2024, the worst annualized return of 5-year rolling returns for TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX) is 2.24%.
From 12/04/2007 to 05/17/2024, the worst annualized return of 10-year rolling returns for TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX) is 3.78%.
From 12/04/2007 to 05/17/2024, the worst annualized return of 20-year rolling returns for TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (TLIRX) is NA.

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