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
TVIIX: TIAA-CREF LIFECYCLE INDEX 2060 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 25.37 0.76(2.91%) June 05
| Asset Class: | Target Date 2056-2060 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/30/2014 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 2.90% |
| Expenses | 0.20% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 8.7 | 24.1 | 18.8 | 9.9 | 12.3 | 11.2 | 21.1 | 15.6 | 20.9 | -17.6 | 17.6 | 17.3 | 27.3 | -7.1 | 21.9 | 9.8 | -0.6 | 4.5 |
| Sharpe Ratio | NA | 1.29 | 1.78 | 1.23 | 0.5 | 0.67 | 0.63 | 1.29 | 1.08 | 1.49 | -0.9 | 1.47 | 0.56 | 2.34 | -0.59 | 3.37 | 0.73 | -0.05 | 1.47 |
| Draw Down(%) | NA | 9.0 | 9.0 | 15.3 | 25.6 | 32.0 | 32.0 | 15.3 | 7.5 | 10.6 | 25.3 | 5.0 | 32.0 | 6.0 | 17.4 | 2.1 | 10.5 | 12.1 | 4.9 |
| Standard Deviation(%) | NA | 14.6 | 12.1 | 12.7 | 14.6 | 15.9 | 15.6 | 14.2 | 11.1 | 11.7 | 21.2 | 12.0 | 30.5 | 11.0 | 14.4 | 6.3 | 13.2 | 13.1 | 12.8 |
| Treynor Ratio | NA | 0.19 | 0.23 | 0.22 | 0.09 | 0.13 | 0.12 | 0.35 | 0.14 | 0.2 | -0.22 | 0.2 | 0.2 | 0.3 | -0.1 | 0.23 | 0.1 | -0.01 | 0.23 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.04 | -0.02 | -0.01 | -0.01 | -0.02 | 0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | 0.01 |
| Beta | NA | 1.02 | 0.94 | 0.7 | 0.78 | 0.82 | 0.82 | 0.52 | 0.84 | 0.86 | 0.86 | 0.88 | 0.83 | 0.85 | 0.83 | 0.91 | 0.98 | 0.83 | 0.83 |
| RSquared | NA | 0.94 | 0.91 | 0.69 | 0.83 | 0.88 | 0.88 | 0.48 | 0.92 | 0.93 | 0.96 | 0.94 | 0.9 | 0.93 | 0.97 | 0.92 | 0.95 | 0.96 | 0.85 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 3.1 | 2.5 | 2.5 | 1.8 | 2.2 | 1.9 | 3.4 | 2.5 | 2.4 | 2.9 | 2.5 | 4.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 42.3 | 15.1 | 13.2 | -6.6 | 35.6 | -30.7 | 20.1 | 24.6 | -9.7 | 9.5 | -40.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/26/2014
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 2056-2060 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2056-2060
Latest Articles Related to TVIIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
