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
TRILX: TIAA-CREF LIFECYCLE INDEX RETIREMENT INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 18.05 0.27(1.47%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (20%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 3.14% |
| Expenses | 0.35% |
| Sign up to get fund ranking change alerts | |
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(%) | -1.4 | 3.6 | 12.3 | 10.2 | 4.1 | 6.0 | 5.9 | 6.2 | 12.9 | 7.8 | 11.9 | -14.2 | 5.1 | 11.7 | 15.4 | -2.6 | 10.5 | 5.3 | -0.0 | 6.2 | 8.4 | 9.6 | 4.5 | 9.5 | 2.1 |
| Sharpe Ratio | NA | 0.8 | 1.56 | 1.04 | 0.21 | 0.6 | NA | 0.76 | 1.45 | 0.72 | 1.24 | -1.45 | 0.87 | 0.92 | 3.14 | -0.69 | 3.6 | 0.93 | -0.01 | 1.49 | 1.63 | 2.0 | 0.52 | 1.35 | 1.27 |
| Draw Down(%) | NA | 5.3 | 5.3 | 6.4 | 20.1 | 20.1 | NA | 20.1 | 6.1 | 3.2 | 6.4 | 18.1 | 4.0 | 15.3 | 1.8 | 7.0 | 1.0 | 3.6 | 6.0 | 2.9 | 5.1 | 3.4 | 6.6 | 5.0 | 2.4 |
| Standard Deviation(%) | NA | 7.7 | 6.2 | 6.7 | 7.6 | 7.3 | NA | 6.8 | 7.0 | 5.9 | 6.7 | 10.8 | 5.8 | 12.4 | 4.4 | 5.8 | 2.7 | 5.4 | 5.6 | 4.1 | 5.1 | 4.8 | 8.5 | 7.0 | 6.8 |
| Treynor Ratio | NA | 0.05 | 0.08 | 0.06 | 0.01 | 0.04 | NA | 0.04 | 0.08 | 0.04 | 0.07 | -0.13 | 0.04 | 0.09 | 0.11 | -0.03 | 0.09 | 0.04 | 0.0 | 0.05 | 0.07 | 0.08 | 0.03 | 0.07 | 0.07 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 1.21 | 1.2 | 1.2 | 1.21 | 1.24 | NA | 1.25 | 1.3 | 1.17 | 1.12 | 1.22 | 1.23 | 1.28 | 1.28 | 1.32 | 1.13 | 1.25 | 1.3 | 1.26 | 1.28 | 1.25 | 1.38 | 1.27 | 1.23 |
| RSquared | NA | 0.97 | 0.96 | 0.96 | 0.94 | 0.95 | NA | 0.94 | 0.96 | 0.95 | 0.95 | 0.97 | 0.77 | 0.98 | 0.86 | 0.95 | 0.84 | 0.95 | 0.96 | 0.93 | 0.93 | 0.89 | 0.94 | 0.92 | 0.89 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.8 | 5.4 | 2.8 | 2.2 | 2.2 | 2.0 | 2.7 | 2.8 | 2.3 | 2.0 | 2.0 | 2.5 | 2.5 | 2.0 | 2.6 | 2.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -27.7 | 106.1 | 6.5 | 4.7 | 20.1 | -16.5 | -8.7 | 29.9 | 23.3 | -6.4 | -14.5 | 5.8 | 30.7 | -19.1 | 17.3 | N/A | 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 TRILX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
