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
TLLRX: TIAA-CREF LIFECYCLE INDEX 2050 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 39.47 1.15(2.83%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (10%) |
| Start Date: | 10/02/2009 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 3.22% |
| Expenses | 0.35% |
| 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(%) | -2.6 | 8.3 | 23.2 | 18.1 | 9.2 | 11.6 | 10.4 | 11.0 | 20.5 | 14.9 | 20.2 | -18.0 | 16.4 | 16.7 | 25.8 | -7.3 | 21.2 | 9.2 | -0.9 | 6.5 | 24.9 | 15.4 | -1.7 | 13.5 | 7.6 |
| Sharpe Ratio | NA | 1.26 | 1.75 | 1.2 | 0.47 | 0.65 | NA | 0.66 | 1.28 | 1.04 | 1.47 | -0.95 | 1.4 | 0.55 | 2.26 | -0.62 | 3.38 | 0.71 | -0.07 | 0.66 | 2.45 | 1.28 | -0.08 | 0.8 | 2.26 |
| Draw Down(%) | NA | 8.8 | 8.8 | 14.9 | 25.9 | 31.4 | NA | 31.4 | 14.9 | 7.2 | 10.5 | 25.3 | 4.9 | 31.4 | 5.7 | 17.2 | 2.0 | 10.3 | 12.2 | 7.5 | 6.7 | 10.1 | 19.5 | 14.1 | 5.5 |
| Standard Deviation(%) | NA | 14.3 | 11.7 | 12.4 | 14.3 | 15.5 | NA | 15.1 | 13.8 | 10.9 | 11.4 | 20.7 | 11.7 | 29.6 | 10.8 | 14.0 | 6.1 | 12.8 | 13.1 | 9.8 | 10.1 | 12.1 | 21.9 | 16.7 | 15.2 |
| Treynor Ratio | NA | 0.18 | 0.23 | 0.22 | 0.09 | 0.13 | NA | 0.12 | 0.35 | 0.14 | 0.2 | -0.23 | 0.19 | 0.2 | 0.29 | -0.11 | 0.24 | 0.09 | -0.01 | 0.08 | 0.28 | 0.16 | -0.02 | 0.15 | 0.36 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | NA | 0.0 | 0.04 | -0.02 | -0.01 | -0.01 | -0.03 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | -0.02 |
| Beta | NA | 0.99 | 0.91 | 0.69 | 0.77 | 0.8 | NA | 0.83 | 0.51 | 0.82 | 0.84 | 0.84 | 0.86 | 0.81 | 0.83 | 0.8 | 0.88 | 0.95 | 0.83 | 0.85 | 0.9 | 0.94 | 0.93 | 0.91 | 0.95 |
| RSquared | NA | 0.93 | 0.91 | 0.69 | 0.83 | 0.88 | NA | 0.91 | 0.48 | 0.91 | 0.93 | 0.96 | 0.94 | 0.9 | 0.93 | 0.97 | 0.92 | 0.95 | 0.96 | 0.96 | 0.97 | 0.97 | 0.99 | 0.97 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 2.3 | 2.3 | 1.4 | 1.9 | 1.6 | 2.5 | 2.2 | 2.2 | 2.6 | 2.2 | 2.3 | 2.5 | 1.9 | 1.6 | 1.8 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 68.1 | 16.6 | 33.6 | -17.2 | 38.1 | -21.7 | 4.1 | 16.5 | -7.0 | 12.0 | 2.3 | 6.4 | 53.0 | 13.8 | -2.1 | 91.1 | 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 2046-2050 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2046-2050
Best Mutual Funds
- PPLIX (PRINCIPAL LIFETIME 2050 FUND INSTITUTIONAL CLASS) 2.74% (100%)
- PTEFX (PRINCIPAL LIFETIME 2050 FUND R-5) 2.71% (99%)
- ARFSX (ONE CHOICE 2050 PORTFOLIO I CLASS) 1.90% (96%)
- ARFVX (ONE CHOICE 2050 PORTFOLIO INVESTOR CLASS) 1.90% (95%)
- FFFHX (FIDELITY FREEDOM 2050 FUND FIDELITY FREEDOM 2050 FUND) 3.26% (94%)
- FFFPX (FIDELITY ADVISOR FREEDOM 2050 FUND CLASS I) 3.22% (93%)
- JTSIX (JPMORGAN SMARTRETIREMENT 2050 FUND INSTITUTIONAL CLASS) 2.55% (92%)
- JTSSX (JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS) 2.56% (90%)
- LPRFX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND INVESTOR A SHARES) 0.0% (89%)
- LPSGX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS K) 0.0% (88%)
Latest Articles Related to TLLRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
