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TLZIX: TIAA-CREF LIFECYCLE INDEX 2040 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 35.94 0.91(2.47%) June 05
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 4.14% |
| Expenses | 0.10% |
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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(%) | -2.2 | 7.3 | 20.8 | 16.5 | 8.2 | 10.8 | 10.0 | 10.5 | 18.9 | 13.5 | 19.0 | -17.2 | 13.7 | 15.9 | 24.5 | -6.4 | 20.4 | 9.0 | -0.7 | 6.8 | 25.2 | 15.7 | -1.4 | 13.8 | 7.0 |
| Sharpe Ratio | NA | 1.21 | 1.76 | 1.21 | 0.45 | 0.66 | NA | 0.67 | 1.34 | 1.02 | 1.48 | -1.01 | 1.31 | 0.59 | 2.37 | -0.6 | 3.45 | 0.71 | -0.05 | 0.69 | 2.48 | 1.31 | -0.07 | 0.82 | 2.09 |
| Draw Down(%) | NA | 7.8 | 7.8 | 12.9 | 25.0 | 28.8 | NA | 28.8 | 12.9 | 6.1 | 9.8 | 23.8 | 4.8 | 28.8 | 5.1 | 15.7 | 1.8 | 10.1 | 12.1 | 7.5 | 6.7 | 10.0 | 19.4 | 14.1 | 5.5 |
| Standard Deviation(%) | NA | 12.6 | 10.3 | 11.0 | 12.7 | 13.9 | NA | 14.2 | 12.0 | 9.7 | 10.4 | 18.5 | 10.4 | 26.5 | 9.7 | 12.9 | 5.7 | 12.4 | 13.1 | 9.8 | 10.2 | 12.0 | 21.9 | 16.7 | 15.0 |
| Treynor Ratio | NA | 0.15 | 0.18 | 0.15 | 0.06 | 0.09 | NA | 0.1 | 0.21 | 0.09 | 0.15 | -0.18 | 0.14 | 0.16 | 0.23 | -0.08 | 0.2 | 0.09 | -0.01 | 0.07 | 0.25 | 0.16 | -0.01 | 0.14 | 0.32 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.02 | 1.02 | 0.91 | 0.97 | 0.99 | NA | 0.99 | 0.75 | 1.05 | 1.04 | 1.02 | 0.98 | 1.0 | 1.02 | 1.01 | 1.01 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 |
| RSquared | NA | 1.0 | 1.0 | 0.82 | 0.91 | 0.95 | NA | 0.97 | 0.59 | 1.0 | 0.99 | 1.0 | 0.91 | 1.0 | 0.95 | 0.99 | 0.98 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.4 | 2.8 | 2.5 | 1.7 | 2.1 | 1.9 | 2.8 | 2.4 | 2.5 | 2.8 | 2.4 | 2.5 | 3.0 | 2.1 | 1.8 | 1.9 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 75.0 | 31.2 | 19.0 | -11.0 | 28.0 | -17.1 | 2.6 | 16.5 | -6.3 | 12.2 | 3.9 | -3.6 | 66.9 | 12.9 | 4.5 | 640.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2009
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