It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
TCLOX: TIAA-CREF LIFECYCLE 2040 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 20.41 0.48(2.30%) June 05
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 12/28/2004 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 5.30% |
| Expenses | 0.44% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/03/2026)
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(%) | -2.0 | 5.2 | 17.7 | 14.6 | 7.1 | 10.1 | 9.3 | 7.7 | 7.5 | 11.2 | 12.5 | 18.0 | -16.9 | 13.9 | 16.1 | 24.4 | -9.3 | 22.5 | 7.6 | -0.1 | 4.4 | 25.9 | 17.4 | -3.9 | 15.2 | 28.4 | -38.1 | 10.3 | 13.2 | 2.3 | 0.1 |
| Sharpe Ratio | NA | 1.36 | 1.85 | 1.16 | 0.4 | 0.61 | NA | NA | 0.38 | 0.72 | 0.91 | 1.42 | -1.0 | 1.32 | 0.58 | 2.24 | -0.77 | 3.41 | 0.56 | -0.01 | 0.4 | 2.39 | 1.35 | -0.17 | 0.88 | 1.17 | -1.06 | 0.5 | 1.06 | 0.0 | 1.49 |
| Draw Down(%) | NA | 8.1 | 8.1 | 13.4 | 24.3 | 30.1 | NA | NA | 53.9 | 13.4 | 6.5 | 9.5 | 23.4 | 5.0 | 30.1 | 5.4 | 18.7 | 1.9 | 11.6 | 12.5 | 8.8 | 7.2 | 11.1 | 21.5 | 14.5 | 24.6 | 48.9 | 10.3 | 8.7 | 5.1 | 0.1 |
| Standard Deviation(%) | NA | 12.0 | 9.9 | 10.8 | 12.6 | 14.2 | NA | NA | 16.5 | 12.8 | 9.8 | 10.2 | 18.4 | 10.5 | 27.1 | 10.2 | 13.8 | 6.4 | 13.2 | 13.6 | 10.8 | 10.8 | 13.0 | 22.9 | 17.2 | 24.1 | 36.8 | 14.3 | 9.3 | 8.4 | 2.6 |
| Treynor Ratio | NA | 0.16 | 0.18 | 0.14 | 0.05 | 0.09 | NA | NA | 0.06 | 0.13 | 0.09 | 0.14 | -0.18 | 0.14 | 0.15 | 0.21 | -0.1 | 0.2 | 0.07 | 0.0 | 0.04 | 0.24 | 0.16 | -0.04 | 0.15 | 0.31 | -0.39 | 0.07 | 0.11 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -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 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | NA | NA |
| Beta | NA | 1.01 | 1.02 | 0.9 | 0.97 | 1.01 | NA | NA | 1.0 | 0.7 | 1.05 | 1.02 | 1.01 | 1.03 | 1.02 | 1.07 | 1.08 | 1.12 | 1.04 | 1.04 | 1.09 | 1.06 | 1.06 | 1.05 | 1.02 | 0.9 | 1.0 | 0.96 | 0.92 | NA | NA |
| RSquared | NA | 0.99 | 0.99 | 0.81 | 0.91 | 0.95 | NA | NA | 0.94 | 0.48 | 0.98 | 0.98 | 0.99 | 0.99 | 1.0 | 0.95 | 0.98 | 0.96 | 0.98 | 0.99 | 0.98 | 0.99 | 0.98 | 1.0 | 0.99 | 0.87 | 0.99 | 0.94 | 0.51 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.5 | 2.7 | 1.6 | 4.6 | 8.8 | 6.0 | 4.6 | 6.1 | 5.5 | 5.5 | 6.7 | 6.4 | 7.1 | 4.9 | 2.9 | 2.0 | 1.7 | 1.5 | 3.2 | 2.9 | 0.0 | 3.4 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 121.0 | 98.6 | -72.5 | -45.0 | 57.5 | 57.4 | -35.7 | 28.9 | 4.9 | -24.9 | 4.0 | 3.8 | 62.3 | 60.1 | 59.8 | 45.3 | -29.0 | -48.5 | 20.6 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/04/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2036-2040 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2036-2040
Best Mutual Funds
- TRRDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND) (100%)
- MLFIX (MFS LIFETIME 2040 FUND I) (99%)
- SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 FUND) (96%)
- FFFFX (FIDELITY FREEDOM 2040 FUND FIDELITY FREEDOM 2040 FUND) (95%)
- PTDIX (PRINCIPAL LIFETIME 2040 FUND INSTITUTIONAL CLASS) (94%)
- PTDPX (PRINCIPAL LIFETIME 2040 FUND R-5) (93%)
- STLEX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INSTITUTIONAL SHARES) (92%)
- TCLOX (TIAA-CREF LIFECYCLE 2040 FUND RETIREMENT CLASS) (91%)
- FIFFX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS I) (88%)
- PRZZX (Putnam Retirement Ready 2040 Cl Y Shs) (87%)
Latest Articles Related to TCLOX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
