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TCLRX: TIAA-CREF LIFECYCLE 2035 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 18.66 0.38(2.00%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 12/28/2004 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 5.15% |
| Expenses | 0.43% |
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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 | 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(%) | -1.7 | 4.5 | 15.5 | 13.1 | 6.1 | 9.1 | 8.6 | 7.1 | 6.9 | 9.7 | 11.0 | 16.1 | -16.2 | 12.4 | 15.1 | 22.8 | -8.2 | 20.8 | 7.3 | -0.1 | 4.4 | 24.4 | 17.0 | -3.6 | 15.0 | 28.3 | -38.2 | 9.7 | 12.5 | 2.2 | 0.0 |
| Sharpe Ratio | NA | 0.79 | 1.47 | 1.02 | 0.32 | 0.59 | NA | NA | 0.36 | 0.65 | 0.87 | 1.39 | -1.08 | 1.32 | 0.61 | 2.35 | -0.78 | 3.48 | 0.59 | -0.01 | 0.44 | 2.37 | 1.38 | -0.16 | 0.85 | 1.17 | -1.05 | 0.47 | 1.05 | -0.01 | -0.33 |
| Draw Down(%) | NA | 7.0 | 7.0 | 11.2 | 23.1 | 28.0 | NA | NA | 53.9 | 11.2 | 5.3 | 8.6 | 22.3 | 4.5 | 28.0 | 4.7 | 16.9 | 1.7 | 10.5 | 11.5 | 8.1 | 7.1 | 10.8 | 21.1 | 14.5 | 24.5 | 49.0 | 10.4 | 8.0 | 4.8 | 0.1 |
| Standard Deviation(%) | NA | 10.6 | 8.8 | 9.7 | 11.2 | 12.7 | NA | NA | 15.7 | 11.8 | 8.5 | 9.0 | 16.3 | 9.4 | 24.4 | 9.1 | 12.3 | 5.8 | 12.0 | 12.3 | 10.0 | 10.3 | 12.4 | 22.4 | 17.5 | 24.1 | 37.1 | 14.1 | 8.7 | 8.0 | 1.4 |
| Treynor Ratio | NA | 0.09 | 0.14 | 0.1 | 0.04 | 0.08 | NA | NA | 0.06 | 0.08 | 0.07 | 0.13 | -0.18 | 0.12 | 0.15 | 0.2 | -0.09 | 0.18 | 0.07 | 0.0 | 0.04 | 0.23 | 0.16 | -0.03 | 0.14 | 0.31 | -0.39 | 0.07 | 0.1 | 0.0 | -0.01 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | -0.02 | -0.02 |
| Beta | NA | 0.94 | 0.93 | 0.95 | 0.97 | 0.99 | NA | NA | 0.99 | 0.91 | 0.98 | 0.96 | 0.98 | 1.01 | 1.0 | 1.05 | 1.06 | 1.11 | 1.04 | 1.04 | 1.1 | 1.06 | 1.07 | 1.05 | 1.03 | 0.9 | 1.01 | 0.94 | 0.88 | 0.96 | 0.68 |
| RSquared | NA | 0.99 | 0.96 | 0.95 | 0.97 | 0.95 | NA | NA | 0.96 | 0.78 | 0.98 | 0.97 | 0.99 | 0.99 | 1.0 | 0.95 | 0.98 | 0.95 | 0.98 | 0.99 | 0.98 | 0.99 | 0.99 | 1.0 | 0.98 | 0.87 | 0.99 | 0.94 | 0.91 | 0.83 | 0.98 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.3 | 3.0 | 1.8 | 4.6 | 8.3 | 5.6 | 4.5 | 5.6 | 5.2 | 5.3 | 6.5 | 6.3 | 6.8 | 4.5 | 2.8 | 2.0 | 1.7 | 1.6 | 3.3 | 2.7 | 0.0 | 3.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 93.9 | 84.3 | -68.4 | -41.7 | 59.5 | 48.6 | -31.3 | 24.1 | 2.7 | -24.5 | 1.3 | 6.1 | 71.3 | 51.5 | 55.2 | 45.9 | -33.8 | -48.2 | 31.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/04/2004
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