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
TTRLX: TIAA-CREF LIFECYCLE 2055 FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 20.36 0.59(2.82%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 05/06/2011 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 6.76% |
| Expenses | 0.60% |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 6.2 | 20.2 | 16.5 | 5.3 | 9.3 | 8.8 | 8.6 | 18.7 | 14.1 | 20.0 | -23.1 | 9.1 | 13.5 | 26.1 | -10.1 | 23.9 | 8.1 | -0.1 | 4.4 | 25.9 | 17.3 | -9.7 |
| Sharpe Ratio | NA | 0.84 | 1.44 | 1.04 | 0.18 | 0.46 | NA | 0.47 | 1.11 | 0.94 | 1.42 | -1.1 | 0.64 | 0.43 | 2.14 | -0.76 | 3.35 | 0.57 | -0.01 | 0.4 | 2.41 | 1.35 | -0.54 |
| Draw Down(%) | NA | 9.5 | 9.5 | 15.8 | 30.6 | 32.7 | NA | 32.7 | 15.8 | 7.6 | 10.3 | 25.1 | 11.3 | 32.7 | 6.2 | 20.4 | 2.1 | 12.0 | 12.6 | 8.8 | 7.2 | 11.1 | 20.8 |
| Standard Deviation(%) | NA | 14.8 | 12.2 | 12.7 | 15.4 | 16.5 | NA | 16.1 | 14.3 | 11.1 | 11.6 | 22.4 | 14.2 | 31.1 | 11.5 | 15.2 | 7.0 | 13.8 | 13.6 | 10.9 | 10.7 | 12.9 | 26.9 |
| Treynor Ratio | NA | 0.12 | 0.19 | 0.19 | 0.04 | 0.09 | NA | 0.09 | 0.3 | 0.13 | 0.19 | -0.28 | 0.1 | 0.16 | 0.28 | -0.13 | 0.24 | 0.08 | 0.0 | 0.05 | 0.27 | 0.18 | -0.15 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | NA | -0.01 | 0.03 | -0.02 | -0.01 | -0.04 | -0.06 | -0.01 | -0.01 | -0.03 | 0.01 | -0.01 | -0.01 | -0.03 | -0.01 | 0.01 | -0.03 |
| Beta | NA | 1.02 | 0.95 | 0.7 | 0.79 | 0.83 | NA | 0.86 | 0.53 | 0.79 | 0.86 | 0.87 | 0.95 | 0.84 | 0.89 | 0.87 | 0.98 | 1.02 | 0.85 | 0.93 | 0.95 | 0.99 | 0.97 |
| RSquared | NA | 0.93 | 0.9 | 0.67 | 0.77 | 0.84 | NA | 0.88 | 0.49 | 0.82 | 0.93 | 0.88 | 0.76 | 0.89 | 0.93 | 0.95 | 0.89 | 0.94 | 0.95 | 0.95 | 0.96 | 0.96 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.0 | 4.1 | 1.9 | 1.1 | 3.7 | 2.5 | 6.0 | 3.8 | 4.0 | 3.4 | 4.5 | 4.4 | 4.6 | 2.7 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 91.4 | 145.1 | 37.4 | -69.3 | 65.0 | -50.6 | 33.7 | 16.7 | 24.4 | -28.2 | 1.5 | 14.0 | 95.4 | 32.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2011
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 Target Date 2051+ Asset Class Trend Rankings |
Top Rated Funds in Target Date 2051+
Best Mutual Funds
- JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) (100%)
- LTFIX (PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS) (98%)
- LTFLX (PRINCIPAL LIFETIME 2055 FUND R-4) (97%)
- TRRNX (T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND) (93%)
- FAJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1) (92%)
- LPVKX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS K SHARES) (90%)
- LPVAX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES) (89%)
- LPVRX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES) (87%)
- LPVIX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES) (85%)
- LPVCX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES) (84%)
Latest Articles Related to TTRLX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
