Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TLPRX (Tiaa-Cref Lifecycle Index 2040 Fund Premie) | 6.22% | 18.28% | 15.52% | 7.76% | 10.61% | 9.91% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLPRX (Tiaa-Cref Lifecycle Index 2040 Fund Premie) | 10/02/2009 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.10 | 18.28 | 15.52 | 7.76 | 10.61 | 9.91 | NA | … | … | 6.22 | 18.67 | 13.36 | 18.79 | -17.29 | 13.47 | 15.74 | 24.35 | -6.53 | 20.26 | 8.84 | -0.81 | 6.65 | 25.01 | 15.56 | -1.61 | 13.53 | 7.32 |
| Sharpe Ratio | NA | 1.74 | 1.19 | 0.43 | 0.65 | NA | NA | … | … | 1.20 | 1.32 | 1.00 | 1.46 | -1.01 | 1.29 | 0.58 | 2.34 | -0.62 | 3.42 | 0.70 | -0.06 | 0.68 | 2.45 | 1.29 | -0.08 | 0.80 | 2.20 |
| Standard Deviation(%) | NA | 10.31 | 10.97 | 12.72 | 13.91 | NA | NA | … | … | 12.53 | 11.99 | 9.76 | 10.44 | 18.52 | 10.40 | 26.52 | 9.77 | 12.91 | 5.76 | 12.33 | 13.10 | 9.79 | 10.19 | 12.12 | 21.81 | 16.74 | 15.07 |
| Draw Down(%) | NA | 7.76 | 12.93 | 25.11 | 28.82 | NA | NA | … | … | 7.76 | 12.93 | 6.13 | 9.87 | 23.94 | 4.82 | 28.82 | 5.10 | 15.85 | 1.81 | 10.04 | 12.18 | 7.42 | 6.74 | 10.08 | 19.45 | 14.06 | 5.51 |
| Yield(%) | 0.00 | 3.97 | 3.28 | 2.46 | 3.40 | 3.93 | 3.71 | … | … | 0.00 | 4.24 | 2.63 | 2.31 | 1.55 | 1.96 | 1.73 | 2.60 | 2.29 | 2.32 | 2.72 | 2.30 | 2.32 | 2.86 | 1.99 | 1.69 | 1.85 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLPRX (Tiaa-Cref Lifecycle Index 2040 Fund Premie) |
2.12%
Apr 2021 – Apr 2024 |
3.93%
Mar 2015 – Mar 2020 |
6.64%
Oct 2013 – Oct 2023 |
8.97%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLPRX (Tiaa-Cref Lifecycle Index 2040 Fund Premie) |
18.90%
Sep 2022 – Sep 2025 |
13.72%
Oct 2016 – Oct 2021 |
12.35%
Sep 2011 – Sep 2021 |
10.45%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart