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TCLNX: TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 17.07 0.31(1.78%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 12/28/2004 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 4.98% |
| Expenses | 0.42% |
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Performance Analytics (As of 06/04/2026)
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(%) | -1.6 | 4.0 | 14.1 | 11.8 | 5.4 | 8.3 | 7.9 | 6.5 | 6.4 | 8.7 | 9.8 | 14.4 | -15.4 | 10.9 | 14.2 | 20.9 | -7.2 | 18.9 | 7.1 | 0.1 | 4.5 | 21.8 | 16.2 | -2.6 | 14.4 | 26.7 | -36.5 | 9.4 | 9.1 | 2.0 | 0.1 |
| Sharpe Ratio | NA | 1.3 | 1.87 | 1.13 | 0.33 | 0.62 | NA | NA | 0.36 | 0.63 | 0.83 | 1.37 | -1.18 | 1.31 | 0.66 | 2.45 | -0.8 | 3.56 | 0.64 | 0.0 | 0.5 | 2.33 | 1.45 | -0.13 | 0.9 | 1.18 | -1.07 | 0.46 | 0.66 | -0.03 | 1.13 |
| Draw Down(%) | NA | 6.3 | 6.3 | 9.6 | 21.7 | 25.5 | NA | NA | 51.9 | 9.6 | 4.4 | 7.8 | 20.9 | 4.0 | 25.5 | 4.0 | 15.0 | 1.5 | 9.5 | 10.4 | 7.2 | 6.8 | 9.7 | 19.0 | 13.1 | 23.3 | 47.3 | 10.0 | 7.3 | 4.7 | 0.1 |
| Standard Deviation(%) | NA | 9.2 | 7.5 | 8.4 | 9.8 | 11.1 | NA | NA | 14.4 | 10.4 | 7.4 | 7.9 | 14.4 | 8.3 | 21.2 | 7.9 | 10.8 | 5.1 | 10.8 | 11.1 | 9.0 | 9.4 | 11.2 | 20.2 | 15.9 | 22.5 | 34.9 | 13.5 | 8.7 | 7.5 | 2.6 |
| Treynor Ratio | NA | 0.13 | 0.15 | 0.1 | 0.03 | 0.07 | NA | NA | 0.05 | 0.08 | 0.07 | 0.12 | -0.18 | 0.11 | 0.14 | 0.19 | -0.08 | 0.17 | 0.07 | 0.0 | 0.04 | 0.21 | 0.15 | -0.03 | 0.14 | 0.29 | -0.37 | 0.07 | 0.07 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 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 | -0.02 | 0.01 | -0.01 | NA | NA |
| Beta | NA | 0.92 | 0.92 | 0.93 | 0.94 | 0.97 | NA | NA | 0.99 | 0.81 | 0.94 | 0.92 | 0.94 | 0.99 | 0.98 | 1.03 | 1.04 | 1.1 | 1.04 | 1.03 | 1.09 | 1.06 | 1.07 | 1.04 | 1.03 | 0.9 | 1.01 | 0.94 | 0.84 | NA | NA |
| RSquared | NA | 0.99 | 0.98 | 0.98 | 0.99 | 0.98 | NA | NA | 0.95 | 0.68 | 0.98 | 0.97 | 0.99 | 0.98 | 0.99 | 0.94 | 0.98 | 0.95 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 1.0 | 0.98 | 0.87 | 0.99 | 0.94 | 0.48 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.1 | 3.3 | 2.1 | 4.5 | 7.8 | 5.3 | 4.2 | 5.7 | 5.1 | 5.3 | 6.3 | 6.1 | 6.5 | 4.5 | 3.0 | 2.1 | 1.8 | 1.5 | 3.4 | 0.0 | 0.0 | 3.1 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 65.1 | 80.1 | -63.5 | -39.9 | 58.3 | 49.1 | -36.3 | 28.3 | -1.0 | -21.7 | 1.1 | 6.3 | 61.1 | 42.0 | 56.5 | 44.8 | -24.3 | -52.8 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/04/2004
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