It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
TPILX: TIAA-CREF LIFECYCLE RETIREMENT INCOME FUND PREMIER CLASS (MUTUAL FUND)
Basic Info 12.23 0.16(1.29%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (19%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 4.63% |
| Expenses | 0.45% |
| Sign up to get fund ranking change alerts | |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 2.4 | 10.5 | 9.2 | 4.0 | 6.0 | 5.8 | 6.4 | 11.5 | 7.5 | 10.6 | -12.6 | 6.9 | 10.9 | 15.0 | -3.9 | 11.8 | 5.5 | 0.1 | 4.4 | 9.7 | 11.3 | 2.6 | 11.2 | 3.0 |
| Sharpe Ratio | NA | 0.95 | 1.74 | 1.09 | 0.26 | 0.65 | NA | 0.8 | 1.36 | 0.72 | 1.21 | -1.46 | 1.36 | 0.88 | 3.25 | -0.92 | 3.89 | 0.9 | 0.01 | 0.94 | 1.84 | 2.11 | 0.28 | 1.5 | 1.84 |
| Draw Down(%) | NA | 5.2 | 5.2 | 6.1 | 17.3 | 17.3 | NA | 17.3 | 6.1 | 2.9 | 5.7 | 16.7 | 2.6 | 16.9 | 1.7 | 8.2 | 1.0 | 4.7 | 6.2 | 3.6 | 5.4 | 4.3 | 8.3 | 4.9 | 2.6 |
| Standard Deviation(%) | NA | 6.9 | 5.5 | 6.0 | 6.7 | 6.8 | NA | 6.7 | 6.4 | 5.4 | 5.8 | 9.6 | 5.1 | 12.1 | 4.2 | 5.7 | 2.9 | 5.9 | 5.9 | 4.6 | 5.2 | 5.4 | 9.2 | 7.4 | 6.8 |
| Treynor Ratio | NA | 0.06 | 0.09 | 0.06 | 0.02 | 0.04 | NA | 0.04 | 0.07 | 0.04 | 0.07 | -0.13 | 0.06 | 0.09 | 0.11 | -0.04 | 0.1 | 0.04 | 0.0 | 0.03 | 0.08 | 0.08 | 0.02 | 0.08 | 0.1 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 |
| Beta | NA | 1.09 | 1.09 | 1.08 | 1.07 | 1.15 | NA | 1.21 | 1.18 | 1.06 | 0.96 | 1.08 | 1.16 | 1.24 | 1.18 | 1.29 | 1.12 | 1.34 | 1.32 | 1.37 | 1.28 | 1.37 | 1.48 | 1.33 | 1.25 |
| RSquared | NA | 0.94 | 0.93 | 0.93 | 0.93 | 0.93 | NA | 0.92 | 0.95 | 0.92 | 0.9 | 0.96 | 0.91 | 0.98 | 0.84 | 0.93 | 0.75 | 0.92 | 0.93 | 0.88 | 0.9 | 0.86 | 0.93 | 0.9 | 0.93 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.4 | 3.5 | 3.4 | 4.9 | 7.5 | 5.9 | 4.1 | 5.3 | 3.8 | 3.4 | 4.0 | 4.0 | 3.5 | 3.3 | 3.0 | 3.3 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 59.7 | 10.5 | -42.8 | -34.7 | 32.4 | 59.8 | -30.3 | 51.1 | 17.0 | -19.8 | 0.2 | 19.3 | 13.9 | 11.0 | -3.0 | 257.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Retirement Income Asset Class Trend Rankings |
Top Rated Funds in Retirement Income
Best Mutual Funds
- ARTAX (ONE CHOICE IN RETIREMENT PORTFOLIO A CLASS) (100%)
- ARTOX (ONE CHOICE IN RETIREMENT PORTFOLIO INVESTOR CLASS) (99%)
- FFFAX (FIDELITY FREEDOM INCOME FUND FIDELITY FREEDOM INCOME FUND) (98%)
- VTINX (VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES) (97%)
- MLLIX (MFS LIFETIME INCOME FUND I) (96%)
- ATTIX (ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS) (93%)
- STLAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES) (92%)
- TRRIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND) (91%)
- ISWIX (VOYA SOLUTION INCOME PORTFOLIO CLASS I) (90%)
- MDRSX (MASSMUTUAL RETIRESMART IN RETIREMENT FUND SERVICE CLASS) (88%)
Latest Articles Related to TPILX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
