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TLFIX: TIAA-CREF LIFECYCLE INDEX 2015 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 18.48 0.27(1.44%) June 05
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 8.07% |
| Expenses | 0.20% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 4.0 | 12.7 | 10.5 | 4.0 | 6.4 | 6.3 | 6.9 | 12.9 | 8.0 | 12.2 | -14.4 | 4.6 | 11.6 | 16.7 | -3.3 | 12.2 | 6.1 | -0.0 | 6.4 | 12.8 | 11.3 | 2.6 | 11.5 | 4.5 |
| Sharpe Ratio | NA | 0.96 | 1.69 | 1.08 | 0.19 | 0.59 | NA | 0.72 | 1.45 | 0.74 | 1.27 | -1.4 | 0.68 | 0.8 | 3.0 | -0.69 | 3.68 | 0.89 | -0.01 | 1.2 | 2.0 | 1.65 | 0.2 | 1.1 | 1.97 |
| Draw Down(%) | NA | 4.8 | 4.8 | 6.5 | 21.5 | 21.5 | NA | 21.5 | 6.2 | 3.2 | 6.5 | 18.6 | 5.2 | 17.0 | 2.2 | 8.5 | 1.0 | 4.8 | 7.1 | 3.9 | 5.5 | 5.4 | 10.6 | 8.3 | 3.5 |
| Standard Deviation(%) | NA | 7.4 | 6.0 | 6.7 | 7.9 | 8.0 | NA | 8.2 | 7.0 | 6.0 | 6.8 | 11.4 | 6.7 | 14.2 | 5.1 | 6.8 | 3.2 | 6.6 | 7.0 | 5.3 | 6.4 | 6.9 | 12.7 | 10.3 | 9.8 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.04 | NA | 0.06 | 0.0 | 0.0 | 0.0 | -0.12 | 0.04 | 0.09 | 0.13 | -0.04 | 0.11 | 0.06 | 0.0 | 0.07 | 0.12 | 0.12 | 0.03 | 0.12 | 0.2 |
| Alpha | NA | NA | NA | NA | 0.03 | 0.01 | NA | 0.01 | NA | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | NA | NA | NA | 1.3 | 1.2 | NA | 1.06 | NA | NA | NA | 1.29 | 1.24 | 1.23 | 1.2 | 1.14 | 1.06 | 1.01 | 1.0 | 0.97 | 1.03 | 0.97 | 0.98 | 0.95 | 0.98 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.24 | 0.61 | NA | 0.76 | 0.0 | 0.0 | 0.0 | 0.45 | 0.69 | 0.98 | 0.9 | 0.97 | 0.93 | 0.98 | 0.99 | 0.97 | 0.98 | 0.98 | 0.99 | 0.98 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 8.4 | 8.1 | 4.3 | 2.2 | 2.2 | 2.0 | 2.8 | 3.0 | 2.3 | 2.5 | 2.2 | 2.4 | 2.8 | 1.9 | 2.0 | 1.9 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.7 | 99.9 | 62.3 | 5.0 | 18.4 | -17.6 | -14.1 | 44.7 | -4.9 | 10.9 | -2.5 | -7.8 | 59.9 | -3.1 | 16.1 | 348.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2009
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