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TLIRX: TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 12.2 0.16(1.29%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 12/04/2007 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 4.57% |
| Expenses | 0.45% |
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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 | 2.4 | 10.3 | 9.1 | 3.9 | 5.9 | 5.7 | 4.8 | 11.4 | 7.3 | 10.5 | -12.7 | 6.8 | 10.8 | 15.0 | -4.0 | 11.7 | 5.7 | 0.1 | 4.2 | 9.7 | 11.3 | 2.4 | 10.5 | 14.5 | -20.2 | -1.1 |
| Sharpe Ratio | NA | 0.46 | 1.34 | 0.96 | 0.2 | 0.62 | NA | 0.49 | 1.36 | 0.69 | 1.21 | -1.49 | 1.34 | 0.87 | 3.24 | -0.94 | 3.83 | 0.92 | 0.01 | 0.91 | 1.83 | 2.08 | 0.26 | 1.4 | 1.33 | -1.31 | -2.25 |
| Draw Down(%) | NA | 5.2 | 5.2 | 6.0 | 17.4 | 17.4 | NA | 30.2 | 6.0 | 2.9 | 5.8 | 16.8 | 2.5 | 17.0 | 1.7 | 8.3 | 1.0 | 4.8 | 6.3 | 3.6 | 5.3 | 4.3 | 8.2 | 5.3 | 11.9 | 27.3 | 2.3 |
| Standard Deviation(%) | NA | 7.1 | 5.7 | 6.1 | 6.7 | 6.8 | NA | 7.8 | 6.3 | 5.4 | 5.8 | 9.5 | 5.1 | 12.1 | 4.2 | 5.8 | 2.9 | 6.0 | 5.9 | 4.6 | 5.3 | 5.4 | 9.2 | 7.4 | 10.8 | 16.2 | 7.4 |
| Treynor Ratio | NA | 0.03 | 0.07 | 0.05 | 0.01 | 0.04 | NA | 0.03 | 0.07 | 0.03 | 0.07 | -0.13 | 0.06 | 0.08 | 0.11 | -0.04 | 0.1 | 0.04 | 0.0 | 0.03 | 0.08 | 0.08 | 0.02 | 0.08 | 0.11 | -0.15 | -0.15 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | -0.01 | -0.01 | -0.02 | -0.06 |
| Beta | NA | 1.1 | 1.09 | 1.07 | 1.06 | 1.14 | NA | 1.25 | 1.16 | 1.06 | 0.95 | 1.07 | 1.16 | 1.24 | 1.19 | 1.3 | 1.12 | 1.35 | 1.33 | 1.35 | 1.29 | 1.39 | 1.47 | 1.33 | 1.26 | 1.38 | 1.14 |
| RSquared | NA | 0.94 | 0.93 | 0.93 | 0.93 | 0.93 | NA | 0.92 | 0.94 | 0.92 | 0.9 | 0.96 | 0.91 | 0.98 | 0.84 | 0.93 | 0.74 | 0.92 | 0.92 | 0.88 | 0.89 | 0.86 | 0.93 | 0.9 | 0.95 | 0.93 | 0.63 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.3 | 3.4 | 3.3 | 4.8 | 7.4 | 5.8 | 4.0 | 5.2 | 3.7 | 3.6 | 3.9 | 3.9 | 3.4 | 3.3 | 2.9 | 2.6 | 1.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 61.7 | 10.5 | -43.7 | -35.1 | 33.2 | 60.3 | -30.4 | 52.7 | 5.5 | -11.2 | 0.0 | 20.2 | 13.0 | 12.5 | 18.6 | 187.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2007
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