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TCLTX: TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 14.67 0.2(1.34%) June 05
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 12/28/2004 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 4.67% |
| Expenses | 0.39% |
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Performance Analytics (As of 06/05/2026)
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(%) | -1.2 | 3.3 | 11.9 | 10.0 | 4.4 | 6.9 | 6.7 | 6.0 | 5.8 | 7.6 | 8.2 | 11.7 | -13.8 | 8.2 | 12.1 | 17.5 | -5.4 | 15.2 | 6.4 | 0.2 | 4.5 | 16.3 | 14.3 | -0.5 | 13.2 | 23.1 | -30.3 | 9.2 | 10.3 | 1.9 | 0.0 |
| Sharpe Ratio | NA | 1.25 | 1.91 | 1.13 | 0.28 | 0.64 | NA | NA | 0.4 | 0.58 | 0.77 | 1.25 | -1.37 | 1.33 | 0.76 | 2.84 | -0.86 | 3.75 | 0.74 | 0.02 | 0.65 | 2.15 | 1.63 | -0.04 | 1.03 | 1.27 | -1.11 | 0.56 | 0.97 | -0.05 | 0.48 |
| Draw Down(%) | NA | 5.0 | 5.0 | 7.0 | 19.0 | 20.4 | NA | NA | 44.2 | 7.0 | 3.1 | 6.4 | 18.3 | 3.0 | 20.4 | 2.6 | 11.2 | 1.1 | 7.2 | 8.3 | 5.4 | 6.2 | 7.6 | 14.8 | 10.2 | 19.4 | 40.5 | 8.0 | 6.2 | 3.9 | 0.2 |
| Standard Deviation(%) | NA | 7.2 | 5.9 | 6.6 | 7.6 | 8.3 | NA | NA | 11.3 | 8.4 | 5.9 | 6.5 | 11.1 | 6.2 | 15.5 | 5.6 | 7.9 | 3.9 | 8.4 | 8.5 | 6.9 | 7.6 | 8.8 | 15.7 | 12.7 | 18.1 | 28.1 | 10.8 | 7.1 | 6.7 | 2.8 |
| Treynor Ratio | NA | 0.08 | 0.1 | 0.07 | 0.02 | 0.28 | NA | NA | 0.1 | 0.11 | 0.11 | 0.11 | -0.16 | 1.06 | 0.13 | 7.16 | -0.4 | 0.14 | 0.06 | 0.0 | 0.04 | 0.15 | 0.14 | -0.01 | 0.13 | 0.26 | -0.31 | 0.07 | 0.08 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | NA | NA | 0.01 | 0.02 | 0.0 | 0.0 | -0.01 | 0.02 | -0.01 | 0.06 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | NA | NA |
| Beta | NA | 1.07 | 1.09 | 1.07 | 1.02 | 0.19 | NA | NA | 0.46 | 0.44 | 0.43 | 0.74 | 0.95 | 0.08 | 0.88 | 0.02 | 0.17 | 1.02 | 1.03 | 1.0 | 1.07 | 1.05 | 1.05 | 1.03 | 1.03 | 0.88 | 1.0 | 0.93 | 0.84 | NA | NA |
| RSquared | NA | 0.97 | 0.97 | 0.97 | 0.97 | 0.2 | NA | NA | 0.45 | 0.27 | 0.38 | 0.76 | 0.94 | 0.07 | 0.91 | 0.04 | 0.21 | 0.91 | 0.97 | 0.98 | 0.97 | 0.98 | 0.98 | 0.99 | 0.98 | 0.87 | 0.99 | 0.93 | 0.39 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.8 | 3.5 | 2.6 | 4.4 | 7.6 | 5.2 | 3.8 | 5.8 | 4.9 | 5.2 | 6.1 | 6.1 | 6.1 | 4.7 | 3.9 | 2.4 | 2.0 | 1.8 | 3.6 | 2.5 | 0.0 | 2.8 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 44.8 | 46.2 | -51.5 | -41.4 | 53.5 | 56.1 | -41.6 | 29.2 | -2.7 | -20.2 | -1.0 | 7.3 | 44.0 | 16.0 | 77.8 | 40.6 | -23.1 | -46.2 | 52.8 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/04/2004
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