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TCHPX: TIAA-CREF LIFECYCLE 2030 FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 11.24 0.2(1.75%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 7.63% |
| Expenses | 0.50% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.5 | 4.1 | 14.3 | 12.0 | 5.5 | 8.5 | 8.1 | 8.9 | 14.0 | 10.0 | 14.4 | -15.3 | 11.0 | 14.2 | 22.8 | -7.2 | 19.0 | 7.2 | 0.1 | 4.7 | 21.9 | 16.3 | -2.4 | 14.4 | 6.5 |
| Sharpe Ratio | NA | 0.78 | 1.52 | 1.03 | 0.3 | 0.62 | NA | 0.65 | 1.19 | 0.87 | 1.35 | -1.16 | 1.33 | 0.66 | 2.67 | -0.79 | 3.58 | 0.65 | 0.01 | 0.52 | 2.35 | 1.45 | -0.12 | 0.9 | 2.01 |
| Draw Down(%) | NA | 6.2 | 6.2 | 9.6 | 21.7 | 25.4 | NA | 25.4 | 9.6 | 4.4 | 7.7 | 20.9 | 4.0 | 25.4 | 4.0 | 14.9 | 1.5 | 9.4 | 10.4 | 7.2 | 6.8 | 9.8 | 19.1 | 13.0 | 5.4 |
| Standard Deviation(%) | NA | 9.4 | 7.7 | 8.5 | 9.9 | 11.1 | NA | 12.1 | 9.4 | 7.4 | 8.0 | 14.5 | 8.3 | 21.2 | 8.0 | 10.8 | 5.2 | 10.8 | 11.1 | 9.0 | 9.3 | 11.3 | 20.1 | 15.9 | 14.2 |
| Treynor Ratio | NA | 0.08 | 0.13 | 0.09 | 0.03 | 0.07 | NA | 0.08 | 0.12 | 0.07 | 0.12 | -0.18 | 0.11 | 0.14 | 0.21 | -0.08 | 0.17 | 0.07 | 0.0 | 0.04 | 0.21 | 0.15 | -0.02 | 0.14 | 0.28 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.9 | 0.91 | 0.93 | 0.94 | 0.98 | NA | 1.01 | 0.94 | 0.93 | 0.92 | 0.95 | 0.99 | 0.98 | 1.03 | 1.04 | 1.1 | 1.04 | 1.03 | 1.09 | 1.05 | 1.07 | 1.04 | 1.03 | 1.02 |
| RSquared | NA | 0.99 | 0.98 | 0.98 | 0.98 | 0.98 | NA | 0.98 | 0.99 | 0.97 | 0.97 | 0.99 | 0.98 | 0.99 | 0.93 | 0.98 | 0.95 | 0.98 | 0.98 | 0.98 | 0.98 | 0.99 | 1.0 | 0.98 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.9 | 5.1 | 3.2 | 6.6 | 10.9 | 7.3 | 7.2 | 7.6 | 6.7 | 6.9 | 8.0 | 7.7 | 8.0 | 5.6 | 3.8 | 2.8 | 2.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 62.1 | 75.8 | -61.9 | -39.3 | 57.5 | 17.5 | -19.2 | 27.6 | -0.6 | -21.4 | 1.1 | 6.2 | 59.2 | 38.4 | 51.5 | 44.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2009
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