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
TCYIX: TIAA-CREF LIFECYCLE 2025 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 10.78 0.16(1.46%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 01/19/2007 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 7.53% |
| Expenses | 0.41% |
| 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 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 3.8 | 13.0 | 11.1 | 2.6 | 6.1 | 6.5 | 5.4 | 13.0 | 9.1 | 13.1 | -18.6 | 2.7 | 9.2 | 19.4 | -6.1 | 17.4 | 7.0 | 0.4 | 4.9 | 19.3 | 15.6 | -1.3 | 14.0 | 25.4 | -33.3 | 8.7 |
| Sharpe Ratio | NA | 0.79 | 1.55 | 1.06 | 0.0 | 0.44 | NA | 0.32 | 1.26 | 0.83 | 1.36 | -1.46 | 0.26 | 0.47 | 2.66 | -0.79 | 3.71 | 0.71 | 0.03 | 0.6 | 2.28 | 1.55 | -0.07 | 0.98 | 1.22 | -1.09 | 0.49 |
| Draw Down(%) | NA | 5.4 | 5.4 | 8.0 | 25.3 | 25.3 | NA | 48.0 | 8.0 | 3.6 | 6.9 | 19.4 | 9.6 | 22.9 | 3.2 | 12.9 | 1.3 | 8.3 | 9.3 | 6.3 | 6.5 | 8.7 | 16.9 | 11.6 | 21.3 | 43.8 | 8.9 |
| Standard Deviation(%) | NA | 8.2 | 6.7 | 7.4 | 9.5 | 10.2 | NA | 13.5 | 8.1 | 6.5 | 7.0 | 13.8 | 10.2 | 18.9 | 6.8 | 9.4 | 4.5 | 9.6 | 9.8 | 8.0 | 8.5 | 10.1 | 17.9 | 14.2 | 20.8 | 31.5 | 12.5 |
| Treynor Ratio | NA | 0.07 | 0.11 | 0.08 | 0.0 | 0.11 | NA | 0.06 | 0.11 | 0.06 | 0.11 | -0.21 | 0.03 | 0.09 | 3.23 | -0.3 | 0.16 | 0.07 | 0.0 | 0.04 | 0.18 | 0.15 | -0.01 | 0.14 | 0.26 | -0.34 | 0.07 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | -0.03 | -0.01 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 |
| Beta | NA | 0.93 | 0.94 | 0.94 | 0.95 | 0.39 | NA | 0.69 | 0.97 | 0.94 | 0.9 | 0.94 | 1.01 | 0.96 | 0.06 | 0.25 | 1.07 | 1.03 | 1.01 | 1.08 | 1.05 | 1.08 | 1.04 | 1.02 | 0.98 | 1.0 | 0.94 |
| RSquared | NA | 0.98 | 0.98 | 0.98 | 0.83 | 0.39 | NA | 0.68 | 0.98 | 0.97 | 0.97 | 0.86 | 0.56 | 0.96 | 0.09 | 0.29 | 0.92 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.99 | 0.97 | 0.99 | 0.99 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.8 | 5.5 | 3.7 | 2.4 | 3.6 | 3.0 | 5.6 | 7.5 | 6.4 | 6.8 | 7.9 | 7.7 | 7.9 | 5.7 | 4.4 | 3.0 | 2.5 | 2.1 | 4.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 47.6 | 62.4 | 22.0 | -33.3 | 27.7 | -39.8 | -35.7 | 29.3 | -2.7 | -21.4 | 0.2 | 6.0 | 51.6 | 21.8 | 65.5 | 42.3 | -20.5 | -46.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/18/2007
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 2021-2025 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2021-2025
Best Mutual Funds
- ARWFX (ONE CHOICE 2025 PORTFOLIO I CLASS) (100%)
- ARWIX (ONE CHOICE 2025 PORTFOLIO INVESTOR CLASS) (99%)
- VTTVX (Vanguard Target Retirement 2025) (97%)
- TRRHX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND) (96%)
- FFTWX (FIDELITY FREEDOM 2025 FUND FIDELITY FREEDOM 2025 FUND) (95%)
- FITWX (FIDELITY ADVISOR FREEDOM 2025 FUND CLASS I) (94%)
- TCLFX (TIAA-CREF LIFECYCLE 2025 FUND RETIREMENT CLASS) (92%)
- PRRPX (Putnam Retirement Ready 2025 Fd Cl Y Shs) (91%)
- ISZIX (VOYA SOLUTION 2025 PORTFOLIO CLASS I) (90%)
- GMWZX (MYDESTINATION 2025 FUND INVESTOR) (87%)
Latest Articles Related to TCYIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
