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TTIIX: TIAA-CREF LIFECYCLE INDEX 2055 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 32.54 0.96(2.87%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 05/02/2011 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 3.08% |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 8.5 | 23.9 | 18.6 | 9.7 | 12.1 | 10.8 | 10.5 | 21.0 | 15.4 | 20.7 | -17.9 | 17.2 | 17.1 | 26.4 | -7.1 | 21.7 | 9.7 | -0.7 | 6.9 | 25.2 | 15.7 | -9.3 |
| Sharpe Ratio | NA | 1.28 | 1.78 | 1.23 | 0.49 | 0.67 | NA | 0.62 | 1.3 | 1.07 | 1.5 | -0.93 | 1.45 | 0.56 | 2.28 | -0.6 | 3.39 | 0.73 | -0.06 | 0.7 | 2.47 | 1.31 | -0.54 |
| Draw Down(%) | NA | 8.9 | 8.9 | 15.1 | 25.6 | 31.8 | NA | 31.8 | 15.1 | 7.3 | 10.5 | 25.2 | 5.0 | 31.8 | 5.8 | 17.2 | 1.9 | 10.4 | 12.1 | 7.4 | 6.7 | 10.1 | 19.3 |
| Standard Deviation(%) | NA | 14.5 | 11.9 | 12.5 | 14.4 | 15.7 | NA | 15.2 | 14.0 | 11.0 | 11.5 | 20.9 | 11.8 | 30.1 | 10.9 | 14.2 | 6.2 | 13.0 | 13.1 | 9.8 | 10.2 | 12.1 | 25.4 |
| Treynor Ratio | NA | 0.18 | 0.23 | 0.22 | 0.09 | 0.13 | NA | 0.11 | 0.35 | 0.14 | 0.2 | -0.23 | 0.2 | 0.2 | 0.29 | -0.1 | 0.24 | 0.1 | -0.01 | 0.08 | 0.28 | 0.17 | -0.15 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.04 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 |
| Beta | NA | 1.0 | 0.93 | 0.7 | 0.77 | 0.81 | NA | 0.83 | 0.52 | 0.83 | 0.85 | 0.85 | 0.88 | 0.82 | 0.85 | 0.82 | 0.9 | 0.96 | 0.83 | 0.85 | 0.9 | 0.93 | 0.93 |
| RSquared | NA | 0.94 | 0.91 | 0.69 | 0.83 | 0.88 | NA | 0.9 | 0.48 | 0.91 | 0.93 | 0.96 | 0.94 | 0.9 | 0.93 | 0.97 | 0.92 | 0.96 | 0.96 | 0.96 | 0.97 | 0.97 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.3 | 2.5 | 2.5 | 1.6 | 2.2 | 1.8 | 2.7 | 2.4 | 2.4 | 2.6 | 2.4 | 2.4 | 2.8 | 2.1 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 48.4 | 15.7 | 29.4 | -16.7 | 37.3 | -17.4 | 4.2 | 16.6 | 2.8 | 1.9 | 4.4 | 4.2 | 51.3 | 21.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2011
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