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TCWPX: TIAA-CREF LIFECYCLE 2020 FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 10.2 0.14(1.35%) June 05
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 6.79% |
| Expenses | 0.47% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 3.3 | 12.0 | 10.1 | 4.5 | 7.0 | 6.9 | 7.6 | 5.4 | 8.3 | 11.8 | -13.6 | 8.2 | 12.2 | 18.2 | -5.3 | 15.3 | 6.5 | 0.3 | 4.6 | 16.5 | 14.4 | -0.5 | 13.3 | 5.3 |
| Sharpe Ratio | NA | 1.29 | 1.94 | 1.15 | 0.3 | 0.66 | NA | 0.72 | 0.29 | 0.78 | 1.26 | -1.35 | 1.32 | 0.77 | 2.98 | -0.85 | 3.72 | 0.76 | 0.03 | 0.66 | 2.19 | 1.64 | -0.03 | 1.03 | 2.04 |
| Draw Down(%) | NA | 4.9 | 4.9 | 7.0 | 18.9 | 20.4 | NA | 20.4 | 7.0 | 3.2 | 6.4 | 18.2 | 3.0 | 20.4 | 2.6 | 11.1 | 1.1 | 7.2 | 8.2 | 5.4 | 6.2 | 7.5 | 14.8 | 10.2 | 4.4 |
| Standard Deviation(%) | NA | 7.2 | 5.8 | 6.6 | 7.6 | 8.4 | NA | 9.3 | 9.6 | 6.0 | 6.5 | 11.2 | 6.2 | 15.5 | 5.6 | 7.9 | 4.0 | 8.3 | 8.5 | 7.0 | 7.5 | 8.8 | 15.7 | 12.8 | 11.2 |
| Treynor Ratio | NA | 0.09 | 0.11 | 0.07 | 0.02 | 0.29 | NA | 0.21 | 0.06 | 0.04 | 0.08 | -0.15 | 0.08 | 0.12 | 7.86 | -0.4 | 0.14 | 0.06 | 0.0 | 0.04 | 0.16 | 0.14 | -0.01 | 0.13 | 0.23 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.06 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.06 | 1.07 | 1.06 | 1.02 | 0.19 | NA | 0.32 | 0.44 | 1.05 | 0.97 | 0.98 | 1.01 | 0.96 | 0.02 | 0.17 | 1.03 | 1.02 | 1.01 | 1.07 | 1.04 | 1.06 | 1.03 | 1.01 | 1.01 |
| RSquared | NA | 0.97 | 0.96 | 0.96 | 0.97 | 0.2 | NA | 0.32 | 0.2 | 0.95 | 0.95 | 0.99 | 0.97 | 0.99 | 0.04 | 0.22 | 0.88 | 0.98 | 0.98 | 0.97 | 0.98 | 0.98 | 0.99 | 0.94 | 0.99 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.0 | 5.1 | 3.8 | 6.1 | 10.1 | 6.9 | 5.6 | 7.5 | 6.3 | 6.6 | 7.5 | 7.4 | 7.4 | 5.6 | 4.7 | 3.0 | 2.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 42.5 | 45.4 | -50.5 | -40.6 | 52.3 | 40.2 | -34.8 | 28.4 | -2.4 | -19.8 | -0.9 | 7.0 | 42.8 | 14.4 | 71.8 | 39.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2009
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See Target Date 2016-2020 Asset Class Trend Rankings |
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