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TLQRX: TIAA-CREF LIFECYCLE INDEX 2025 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 23.89 0.42(1.73%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (6%) |
| Start Date: | 10/02/2009 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 6.14% |
| Expenses | 0.20% |
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Performance Analytics (As of 06/02/2026)
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(%) | -1.6 | 4.8 | 14.6 | 11.8 | 5.0 | 7.7 | 7.4 | 8.2 | 14.2 | 9.2 | 13.9 | -15.8 | 7.7 | 13.2 | 19.9 | -4.6 | 15.1 | 7.0 | -0.5 | 6.4 | 17.9 | 13.0 | 0.4 | 12.3 | 6.2 |
| Sharpe Ratio | NA | 1.66 | 2.09 | 1.21 | 0.31 | 0.63 | NA | 0.69 | 1.32 | 0.8 | 1.34 | -1.27 | 1.0 | 0.7 | 2.74 | -0.67 | 3.55 | 0.77 | -0.06 | 0.89 | 2.25 | 1.41 | 0.02 | 0.9 | 2.23 |
| Draw Down(%) | NA | 5.6 | 5.6 | 8.1 | 22.7 | 22.7 | NA | 22.7 | 8.1 | 3.6 | 7.6 | 20.6 | 4.7 | 21.4 | 3.2 | 11.4 | 1.2 | 6.8 | 9.0 | 5.3 | 5.9 | 7.5 | 15.0 | 11.3 | 4.6 |
| Standard Deviation(%) | NA | 8.5 | 6.9 | 7.9 | 9.2 | 9.9 | NA | 10.4 | 8.6 | 6.9 | 7.8 | 13.6 | 7.7 | 18.3 | 6.7 | 9.0 | 4.1 | 8.8 | 9.3 | 7.2 | 7.9 | 9.3 | 17.0 | 13.5 | 12.5 |
| Treynor Ratio | NA | 0.14 | 0.14 | 0.09 | 0.03 | 0.16 | NA | 0.13 | 0.11 | 0.06 | 0.1 | -0.17 | 0.08 | 0.13 | 3.5 | -0.26 | 0.15 | 0.07 | -0.01 | 0.07 | 0.18 | 0.13 | 0.0 | 0.13 | 0.28 |
| 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 | -0.01 |
| Beta | NA | 1.0 | 1.01 | 1.02 | 1.01 | 0.4 | NA | 0.54 | 1.04 | 1.0 | 1.0 | 1.0 | 0.97 | 0.96 | 0.05 | 0.24 | 0.99 | 0.96 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.97 | 1.0 |
| RSquared | NA | 0.99 | 0.99 | 0.99 | 0.98 | 0.41 | NA | 0.56 | 0.99 | 0.99 | 0.98 | 0.99 | 0.85 | 1.0 | 0.08 | 0.29 | 0.96 | 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 | 6.4 | 5.8 | 2.6 | 1.7 | 1.9 | 1.7 | 3.0 | 2.3 | 2.0 | 2.4 | 2.0 | 2.2 | 2.4 | 1.8 | 1.7 | 1.7 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 14.5 | 144.7 | 24.9 | -0.8 | 21.6 | -33.3 | 19.4 | 28.7 | -10.1 | 12.3 | -1.6 | 0.6 | 54.7 | 1.0 | 12.4 | 284.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2009
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