It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
TLGRX: TIAA-CREF LIFECYCLE INDEX 2015 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 18.31 0.26(1.40%) June 05
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 10/02/2009 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 7.82% |
| Expenses | 0.20% |
| Sign up to get fund ranking change alerts | |
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(%) | -1.3 | 3.9 | 12.4 | 10.2 | 3.8 | 6.1 | 6.1 | 6.7 | 12.7 | 7.8 | 11.9 | -14.6 | 4.4 | 11.3 | 16.4 | -3.5 | 12.0 | 5.9 | -0.3 | 6.1 | 12.5 | 11.1 | 2.3 | 11.0 | 4.9 |
| Sharpe Ratio | NA | 0.93 | 1.63 | 1.04 | 0.16 | 0.56 | NA | 0.69 | 1.41 | 0.69 | 1.23 | -1.41 | 0.65 | 0.78 | 2.93 | -0.72 | 3.5 | 0.85 | -0.04 | 1.14 | 1.99 | 1.61 | 0.18 | 1.05 | 2.17 |
| Draw Down(%) | NA | 4.7 | 4.7 | 6.5 | 21.7 | 21.7 | NA | 21.7 | 6.2 | 3.2 | 6.5 | 18.8 | 5.2 | 17.0 | 2.2 | 8.7 | 1.1 | 4.8 | 7.2 | 3.9 | 5.5 | 5.5 | 10.7 | 8.4 | 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 | 6.8 | 14.1 | 5.1 | 6.8 | 3.2 | 6.7 | 7.0 | 5.3 | 6.3 | 6.9 | 12.8 | 10.4 | 9.8 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.04 | NA | 0.05 | 0.0 | 0.0 | 0.0 | -0.12 | 0.04 | 0.09 | 0.12 | -0.04 | 0.1 | 0.06 | 0.0 | 0.06 | 0.12 | 0.11 | 0.02 | 0.11 | 0.22 |
| 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 | 1.31 | 1.2 | NA | 1.06 | NA | NA | NA | 1.3 | 1.25 | 1.23 | 1.2 | 1.14 | 1.09 | 1.01 | 1.0 | 0.98 | 1.01 | 0.98 | 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 | 0.98 | 0.98 | 0.98 | 0.99 | 0.98 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 8.2 | 7.8 | 4.1 | 2.0 | 1.9 | 1.7 | 2.5 | 2.8 | 2.0 | 2.3 | 2.0 | 2.2 | 2.6 | 1.7 | 1.9 | 1.6 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.8 | 106.1 | 69.6 | 7.4 | 19.5 | -20.2 | -16.2 | 50.1 | -7.6 | 12.5 | -3.8 | -8.8 | 62.8 | -7.5 | 25.4 | 356.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2011-2015 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2011-2015
Best Mutual Funds
- TRRGX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND) 1.49% (100%)
- FFVFX (FIDELITY FREEDOM 2015 FUND FIDELITY FREEDOM 2015 FUND) 1.59% (98%)
- TCLIX (TIAA-CREF LIFECYCLE 2015 FUND RETIREMENT CLASS) 1.24% (96%)
- FFVIX (FIDELITY ADVISOR FREEDOM 2015 FUND CLASS I) 1.56% (93%)
- SPBAX (DEUTSCHE MULTI-ASSET CONSERVATIVE ALLOCATION FUND CLASS S) 1.22% (91%)
- GMTZX (MYDESTINATION 2015 FUND INVESTOR) 1.40% (89%)
- JLBHX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R5) 1.45% (87%)
- LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) 1.17% (83%)
- LTPFX (PRINCIPAL LIFETIME 2015 FUND R-5) 1.32% (80%)
- NWEIX (NATIONWIDE DESTINATION 2015 FUND CLASS R6) 1.39% (76%)
Latest Articles Related to TLGRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
