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TCLFX: TIAA-CREF LIFECYCLE 2025 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 15.75 0.25(1.56%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 12/28/2004 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 5.02% |
| Expenses | 0.41% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 3.6 | 12.7 | 10.7 | 4.8 | 7.5 | 7.3 | 6.3 | 6.1 | 7.6 | 8.8 | 12.8 | -14.5 | 9.4 | 13.2 | 19.2 | -6.3 | 17.1 | 6.7 | 0.1 | 4.6 | 19.1 | 15.2 | -1.5 | 13.9 | 25.0 | -33.5 | 9.3 | 10.8 | 2.1 | 0.2 |
| Sharpe Ratio | NA | 1.27 | 1.89 | 1.14 | 0.3 | 0.63 | NA | NA | 0.38 | 0.58 | 0.8 | 1.31 | -1.27 | 1.31 | 0.7 | 2.61 | -0.83 | 3.62 | 0.68 | 0.01 | 0.57 | 2.26 | 1.53 | -0.09 | 0.97 | 1.23 | -1.09 | 0.51 | 0.96 | -0.02 | 5.31 |
| Draw Down(%) | NA | 5.5 | 5.5 | 8.0 | 20.3 | 23.0 | NA | NA | 48.1 | 8.0 | 3.6 | 7.1 | 19.6 | 3.4 | 23.0 | 3.3 | 13.1 | 1.4 | 8.4 | 9.4 | 6.3 | 6.5 | 8.7 | 17.0 | 11.6 | 21.4 | 44.0 | 9.0 | 6.9 | 4.2 | 0.1 |
| Standard Deviation(%) | NA | 8.0 | 6.5 | 7.3 | 8.5 | 9.6 | NA | NA | 12.8 | 9.2 | 6.5 | 7.1 | 12.6 | 7.2 | 18.4 | 6.8 | 9.4 | 4.5 | 9.5 | 9.8 | 8.0 | 8.5 | 10.0 | 18.0 | 14.2 | 20.2 | 31.6 | 12.2 | 7.7 | 7.1 | 2.6 |
| Treynor Ratio | NA | 0.11 | 0.13 | 0.09 | 0.03 | 0.16 | NA | NA | 0.07 | 0.1 | 0.06 | 0.1 | -0.17 | 0.1 | 0.14 | 3.2 | -0.31 | 0.15 | 0.06 | 0.0 | 0.04 | 0.18 | 0.14 | -0.02 | 0.14 | 0.28 | -0.34 | 0.07 | 0.08 | 0.0 | 0.17 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.06 | -0.03 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 0.94 | 0.94 | 0.94 | 0.93 | 0.39 | NA | NA | 0.69 | 0.55 | 0.94 | 0.91 | 0.92 | 0.97 | 0.96 | 0.06 | 0.25 | 1.08 | 1.03 | 1.02 | 1.08 | 1.05 | 1.06 | 1.05 | 1.02 | 0.88 | 1.01 | 0.93 | 0.89 | 1.07 | 0.78 |
| RSquared | NA | 0.99 | 0.98 | 0.98 | 0.98 | 0.42 | NA | NA | 0.68 | 0.41 | 0.97 | 0.97 | 0.99 | 0.98 | 0.99 | 0.08 | 0.3 | 0.93 | 0.97 | 0.98 | 0.98 | 0.98 | 0.98 | 1.0 | 0.98 | 0.86 | 0.99 | 0.93 | 0.89 | 0.8 | 0.73 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.2 | 3.6 | 2.4 | 4.6 | 7.6 | 5.1 | 4.1 | 5.7 | 4.9 | 5.2 | 6.2 | 6.1 | 6.3 | 4.5 | 3.5 | 2.3 | 2.0 | 1.7 | 3.4 | 2.8 | 0.0 | 3.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 51.3 | 67.7 | -58.0 | -38.2 | 58.3 | 45.2 | -37.1 | 30.7 | -3.3 | -22.1 | 0.5 | 6.0 | 54.3 | 23.2 | 71.4 | 41.8 | -21.8 | -48.3 | 30.8 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/04/2004
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