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
TLHIX: TIAA-CREF LIFECYCLE INDEX 2030 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 28.3 0.56(1.94%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 4.48% |
| Expenses | 0.20% |
| Sign up to get fund ranking change alerts | |
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(%) | -1.8 | 5.5 | 16.5 | 13.3 | 6.2 | 8.8 | 8.4 | 9.2 | 15.8 | 10.6 | 15.5 | -16.2 | 10.2 | 14.4 | 21.3 | -5.0 | 17.1 | 7.8 | -0.3 | 6.7 | 20.9 | 14.3 | -0.3 | 13.2 | 6.5 |
| Sharpe Ratio | NA | 1.75 | 2.15 | 1.27 | 0.4 | 0.66 | NA | 0.7 | 1.32 | 0.9 | 1.41 | -1.17 | 1.21 | 0.67 | 2.58 | -0.63 | 3.54 | 0.76 | -0.03 | 0.82 | 2.38 | 1.37 | -0.02 | 0.87 | 2.07 |
| Draw Down(%) | NA | 6.2 | 6.2 | 9.5 | 23.1 | 23.9 | NA | 23.9 | 9.5 | 4.2 | 8.3 | 21.7 | 4.4 | 23.9 | 3.8 | 12.7 | 1.4 | 7.9 | 9.9 | 6.1 | 6.3 | 8.6 | 17.0 | 12.7 | 5.0 |
| Standard Deviation(%) | NA | 9.5 | 7.7 | 8.8 | 10.3 | 11.1 | NA | 11.7 | 9.8 | 7.7 | 8.5 | 15.1 | 8.4 | 21.0 | 7.7 | 10.3 | 4.7 | 10.0 | 10.6 | 8.1 | 8.8 | 10.5 | 19.1 | 15.1 | 13.8 |
| Treynor Ratio | NA | 0.17 | 0.17 | 0.11 | 0.04 | 0.08 | NA | 0.08 | 0.13 | 0.07 | 0.12 | -0.18 | 0.11 | 0.14 | 0.2 | -0.07 | 0.16 | 0.08 | 0.0 | 0.07 | 0.21 | 0.14 | 0.0 | 0.13 | 0.29 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 0.95 | 0.96 | 0.98 | 0.99 | 0.98 | NA | 0.98 | 0.99 | 0.98 | 0.99 | 1.0 | 0.96 | 0.97 | 1.0 | 0.99 | 1.01 | 0.97 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 0.98 | 1.0 |
| RSquared | NA | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | NA | 0.99 | 1.0 | 0.99 | 0.99 | 1.0 | 0.9 | 1.0 | 0.94 | 0.99 | 0.97 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.7 | 3.9 | 2.7 | 1.8 | 2.1 | 1.9 | 2.7 | 2.5 | 2.3 | 2.7 | 2.3 | 2.4 | 2.9 | 2.0 | 1.8 | 1.8 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 28.9 | 58.6 | 24.4 | -5.7 | 21.8 | -14.8 | -0.1 | 21.3 | -6.0 | 9.3 | 4.0 | -5.1 | 64.7 | 8.2 | 7.8 | 346.5 | 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 2026-2030 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2026-2030
Best Mutual Funds
- TRRCX (T. Rowe Price Retirement 2030 Fund) (100%)
- MLTIX (MFS LIFETIME 2030 FUND I) (99%)
- SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) (97%)
- FFFEX (FIDELITY FREEDOM 2030 FUND FIDELITY FREEDOM 2030 FUND) (95%)
- STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) (94%)
- PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) (93%)
- PPLSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S) (92%)
- PTCSX (PRINCIPAL LIFETIME 2030 FUND R-4) (91%)
- FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) (90%)
- TCLNX (TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS) (88%)
Latest Articles Related to TLHIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
