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TCNIX: TIAA-CREF LIFECYCLE 2015 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 9.82 0.12(1.21%) June 05
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 01/19/2007 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 6.28% |
| Expenses | 0.38% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 3.2 | 11.3 | 9.7 | 2.2 | 5.1 | 5.5 | 5.0 | 11.7 | 7.9 | 11.1 | -16.3 | 1.2 | 8.0 | 16.5 | -4.4 | 13.8 | 6.4 | 0.4 | 4.8 | 14.0 | 13.5 | 0.7 | 12.7 | 21.6 | -26.8 | 9.0 |
| Sharpe Ratio | NA | 0.73 | 1.56 | 1.06 | -0.05 | 0.44 | NA | 0.37 | 1.39 | 0.78 | 1.27 | -1.6 | 0.13 | 0.55 | 3.04 | -0.85 | 3.83 | 0.86 | 0.05 | 0.8 | 2.08 | 1.78 | 0.05 | 1.14 | 1.32 | -1.12 | 0.65 |
| Draw Down(%) | NA | 4.6 | 4.6 | 6.1 | 22.8 | 22.8 | NA | 39.6 | 6.1 | 2.9 | 5.9 | 17.2 | 8.5 | 18.7 | 2.2 | 9.6 | 1.0 | 6.1 | 7.3 | 4.7 | 6.0 | 6.4 | 12.5 | 8.6 | 17.3 | 36.5 | 6.9 |
| Standard Deviation(%) | NA | 6.8 | 5.5 | 6.1 | 7.8 | 8.0 | NA | 10.5 | 6.3 | 5.4 | 5.9 | 11.2 | 8.7 | 14.2 | 4.9 | 6.9 | 3.5 | 7.2 | 7.3 | 6.0 | 6.7 | 7.6 | 13.6 | 11.0 | 16.2 | 24.7 | 9.8 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | NA | 0.04 | 0.0 | 0.0 | 0.0 | -0.15 | 0.01 | 0.06 | 0.13 | -0.05 | 0.12 | 0.06 | 0.0 | 0.04 | 0.13 | 0.13 | 0.01 | 0.12 | 0.22 | -0.28 | 0.07 |
| Alpha | NA | NA | NA | NA | 0.02 | 0.01 | NA | 0.0 | NA | NA | NA | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 |
| Beta | NA | NA | NA | NA | 1.23 | 1.18 | NA | 1.03 | NA | NA | NA | 1.2 | 1.25 | 1.2 | 1.16 | 1.13 | 1.12 | 1.08 | 1.04 | 1.09 | 1.07 | 1.07 | 1.04 | 1.01 | 0.96 | 0.99 | 0.92 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.22 | 0.59 | NA | 0.86 | 0.0 | 0.0 | 0.0 | 0.4 | 0.43 | 0.93 | 0.89 | 0.95 | 0.88 | 0.96 | 0.97 | 0.96 | 0.97 | 0.97 | 0.99 | 0.97 | 0.99 | 0.99 | 0.93 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.5 | 4.6 | 4.1 | 2.8 | 3.6 | 3.0 | 5.0 | 7.4 | 6.6 | 6.5 | 8.2 | 8.0 | 7.7 | 6.0 | 5.3 | 3.1 | 2.8 | 2.6 | 4.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 44.4 | 20.9 | 18.0 | -23.0 | 23.0 | -32.6 | -40.3 | 20.0 | 2.3 | -27.5 | 0.7 | 7.8 | 37.9 | 9.0 | 85.9 | 32.7 | -23.5 | -33.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/18/2007
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