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TLQIX: TIAA-CREF LIFECYCLE INDEX 2025 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 24.15 0.42(1.71%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 6.32% |
| 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(%) | -1.6 | 4.9 | 14.9 | 12.1 | 5.2 | 7.9 | 7.7 | 8.3 | 14.5 | 9.5 | 14.2 | -15.6 | 8.0 | 13.5 | 20.2 | -4.4 | 15.4 | 7.3 | -0.2 | 6.6 | 18.2 | 13.3 | 0.6 | 12.6 | 5.8 |
| Sharpe Ratio | NA | 1.04 | 1.71 | 1.12 | 0.29 | 0.63 | NA | 0.7 | 1.37 | 0.84 | 1.37 | -1.25 | 1.04 | 0.72 | 2.78 | -0.65 | 3.6 | 0.81 | -0.03 | 0.93 | 2.3 | 1.44 | 0.03 | 0.93 | 2.04 |
| Draw Down(%) | NA | 5.5 | 5.5 | 8.0 | 22.5 | 22.5 | NA | 22.5 | 8.0 | 3.6 | 7.6 | 20.5 | 4.7 | 21.3 | 3.2 | 11.2 | 1.3 | 6.9 | 9.0 | 5.3 | 6.0 | 7.5 | 14.9 | 11.2 | 4.6 |
| Standard Deviation(%) | NA | 8.8 | 7.1 | 7.9 | 9.3 | 9.9 | NA | 10.4 | 8.5 | 7.0 | 7.8 | 13.6 | 7.7 | 18.4 | 6.7 | 9.0 | 4.1 | 8.8 | 9.4 | 7.1 | 7.9 | 9.3 | 16.9 | 13.5 | 12.2 |
| Treynor Ratio | NA | 0.09 | 0.12 | 0.09 | 0.03 | 0.16 | NA | 0.13 | 0.11 | 0.06 | 0.11 | -0.17 | 0.08 | 0.14 | 3.43 | -0.24 | 0.15 | 0.07 | 0.0 | 0.07 | 0.18 | 0.14 | 0.01 | 0.13 | 0.25 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.01 | 1.01 | 1.02 | 1.01 | 0.4 | NA | 0.54 | 1.03 | 1.01 | 1.0 | 1.0 | 0.97 | 0.96 | 0.05 | 0.24 | 0.98 | 0.95 | 0.98 | 0.97 | 0.99 | 0.99 | 0.98 | 0.97 | 0.99 |
| RSquared | NA | 0.99 | 0.99 | 0.99 | 0.98 | 0.42 | NA | 0.56 | 0.99 | 0.99 | 0.98 | 0.99 | 0.86 | 1.0 | 0.08 | 0.3 | 0.95 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 0.98 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.6 | 6.0 | 2.9 | 1.9 | 2.1 | 1.9 | 3.2 | 2.5 | 2.3 | 2.6 | 2.2 | 2.4 | 2.7 | 1.9 | 1.8 | 1.8 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 14.1 | 132.3 | 22.0 | -2.0 | 20.6 | -28.3 | 16.1 | 27.1 | -6.9 | 10.6 | -0.3 | -0.6 | 56.2 | 4.3 | 12.9 | 250.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2009
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