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TLWIX: TIAA-CREF LIFECYCLE INDEX 2020 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 20.85 0.33(1.56%) June 05
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 7.53% |
| 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(%) | -1.5 | 4.5 | 13.8 | 11.3 | 4.5 | 7.0 | 6.9 | 7.5 | 13.8 | 8.7 | 13.1 | -15.0 | 5.4 | 12.5 | 18.0 | -3.8 | 13.7 | 6.6 | -0.1 | 6.5 | 15.6 | 12.3 | 1.5 | 12.0 | 5.1 |
| Sharpe Ratio | NA | 1.02 | 1.71 | 1.1 | 0.23 | 0.61 | NA | 0.71 | 1.41 | 0.79 | 1.32 | -1.34 | 0.74 | 0.78 | 2.86 | -0.66 | 3.69 | 0.84 | -0.02 | 1.04 | 2.18 | 1.53 | 0.1 | 1.0 | 1.99 |
| Draw Down(%) | NA | 5.2 | 5.2 | 7.1 | 22.4 | 22.4 | NA | 22.4 | 7.1 | 3.4 | 7.0 | 19.5 | 5.4 | 18.7 | 2.6 | 9.7 | 1.1 | 5.8 | 8.0 | 4.5 | 5.7 | 6.5 | 12.7 | 9.7 | 4.0 |
| Standard Deviation(%) | NA | 8.1 | 6.5 | 7.3 | 8.5 | 8.8 | NA | 9.2 | 7.8 | 6.4 | 7.2 | 12.3 | 7.3 | 15.7 | 5.8 | 7.8 | 3.5 | 7.7 | 8.2 | 6.2 | 7.1 | 8.1 | 14.8 | 11.9 | 10.9 |
| Treynor Ratio | NA | 0.07 | 0.09 | 0.07 | 0.02 | 0.26 | NA | 0.2 | 0.09 | 0.04 | 0.09 | -0.15 | 0.05 | 0.12 | 6.96 | -0.31 | 0.14 | 0.07 | 0.0 | 0.07 | 0.16 | 0.13 | 0.02 | 0.12 | 0.22 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | NA | 0.02 | 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 | 1.18 | 1.18 | 1.17 | 1.12 | 0.2 | NA | 0.32 | 1.25 | 1.14 | 1.09 | 1.09 | 1.04 | 0.98 | 0.02 | 0.17 | 0.94 | 0.95 | 0.97 | 0.97 | 1.0 | 0.97 | 0.97 | 0.96 | 0.98 |
| RSquared | NA | 0.99 | 0.98 | 0.98 | 0.96 | 0.2 | NA | 0.32 | 0.98 | 0.98 | 0.98 | 0.99 | 0.75 | 0.99 | 0.05 | 0.22 | 0.92 | 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 | 7.8 | 7.1 | 3.8 | 2.1 | 2.2 | 2.0 | 2.7 | 2.7 | 2.2 | 2.5 | 2.2 | 2.3 | 2.7 | 1.9 | 1.9 | 1.7 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 12.1 | 105.5 | 49.2 | 0.9 | 19.7 | -14.3 | -8.4 | 34.9 | -4.3 | 10.8 | -1.9 | -4.5 | 56.7 | -1.8 | 22.3 | 280.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2009
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