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TLRIX: TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 12.24 0.15(1.21%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 12/04/2007 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 4.74% |
| Expenses | 0.45% |
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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 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 2.4 | 10.6 | 9.3 | 2.6 | 5.0 | 5.2 | 4.5 | 11.8 | 7.6 | 10.8 | -15.2 | 2.4 | 7.7 | 15.3 | -3.8 | 12.1 | 6.0 | 0.2 | 4.5 | 9.9 | 11.5 | 2.8 | 10.7 | 14.6 | -20.1 | -1.1 |
| Sharpe Ratio | NA | 0.94 | 1.77 | 1.13 | 0.05 | 0.49 | NA | 0.44 | 1.42 | 0.76 | 1.24 | -1.64 | 0.34 | 0.59 | 3.24 | -0.91 | 3.95 | 0.97 | 0.04 | 0.97 | 1.9 | 2.12 | 0.3 | 1.44 | 1.34 | -1.3 | -2.19 |
| Draw Down(%) | NA | 5.2 | 5.2 | 6.0 | 20.7 | 20.7 | NA | 30.1 | 6.0 | 2.8 | 5.8 | 16.6 | 6.5 | 17.0 | 1.8 | 8.2 | 1.0 | 4.7 | 6.3 | 3.6 | 5.2 | 4.2 | 8.2 | 5.3 | 11.9 | 27.3 | 2.3 |
| Standard Deviation(%) | NA | 6.9 | 5.5 | 6.0 | 7.2 | 7.1 | NA | 7.9 | 6.3 | 5.3 | 5.8 | 10.1 | 7.0 | 12.5 | 4.3 | 5.8 | 2.9 | 6.0 | 5.9 | 4.6 | 5.2 | 5.5 | 9.2 | 7.4 | 10.8 | 16.2 | 7.5 |
| Treynor Ratio | NA | 0.06 | 0.09 | 0.06 | 0.0 | 0.03 | NA | 0.03 | 0.08 | 0.04 | 0.08 | -0.15 | 0.02 | 0.06 | 0.11 | -0.04 | 0.1 | 0.04 | 0.0 | 0.03 | 0.08 | 0.08 | 0.02 | 0.08 | 0.12 | -0.15 | -0.14 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | 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 | 1.08 | 1.15 | NA | 1.25 | 1.16 | 1.05 | 0.96 | 1.09 | 1.23 | 1.25 | 1.21 | 1.29 | 1.13 | 1.36 | 1.33 | 1.37 | 1.26 | 1.39 | 1.48 | 1.32 | 1.25 | 1.38 | 1.16 |
| RSquared | NA | 0.94 | 0.93 | 0.94 | 0.83 | 0.87 | NA | 0.89 | 0.95 | 0.93 | 0.91 | 0.88 | 0.54 | 0.92 | 0.84 | 0.93 | 0.75 | 0.92 | 0.92 | 0.87 | 0.89 | 0.86 | 0.93 | 0.91 | 0.95 | 0.93 | 0.63 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.5 | 3.7 | 3.6 | 2.4 | 3.2 | 2.7 | 4.3 | 5.5 | 4.0 | 3.8 | 4.1 | 4.1 | 3.7 | 3.5 | 3.1 | 2.8 | 1.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 57.2 | 10.3 | 21.2 | -23.8 | 21.9 | -29.5 | -29.2 | 48.7 | 6.4 | -11.2 | 0.4 | 18.5 | 12.6 | 11.8 | 18.3 | 192.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2007
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