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TTRIX: TIAA-CREF LIFECYCLE 2055 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 20.49 0.59(2.80%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 05/06/2011 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 6.94% |
| Expenses | 0.60% |
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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(%) | -2.4 | 6.3 | 20.6 | 16.8 | 5.6 | 9.6 | 9.1 | 8.9 | 18.9 | 14.5 | 20.2 | -22.8 | 9.4 | 13.8 | 26.4 | -9.9 | 24.2 | 8.3 | 0.1 | 4.6 | 26.2 | 17.6 | -9.5 |
| Sharpe Ratio | NA | 0.87 | 1.47 | 1.06 | 0.2 | 0.48 | NA | 0.48 | 1.13 | 0.96 | 1.45 | -1.09 | 0.66 | 0.43 | 2.16 | -0.74 | 3.42 | 0.58 | 0.01 | 0.42 | 2.44 | 1.37 | -0.53 |
| Draw Down(%) | NA | 9.4 | 9.4 | 15.8 | 30.4 | 32.7 | NA | 32.7 | 15.8 | 7.9 | 10.2 | 25.0 | 11.3 | 32.7 | 6.1 | 20.2 | 2.1 | 11.9 | 12.5 | 8.8 | 7.2 | 11.1 | 20.8 |
| Standard Deviation(%) | NA | 14.7 | 12.2 | 12.7 | 15.3 | 16.5 | NA | 16.0 | 14.3 | 11.3 | 11.6 | 22.3 | 14.1 | 31.1 | 11.5 | 15.2 | 6.9 | 13.9 | 13.6 | 10.8 | 10.7 | 12.9 | 26.9 |
| Treynor Ratio | NA | 0.13 | 0.19 | 0.19 | 0.04 | 0.1 | NA | 0.09 | 0.3 | 0.13 | 0.2 | -0.28 | 0.1 | 0.16 | 0.28 | -0.13 | 0.24 | 0.08 | 0.0 | 0.05 | 0.28 | 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 | 0.0 | -0.03 | 0.01 | -0.01 | 0.0 | -0.03 | -0.01 | 0.01 | -0.03 |
| Beta | NA | 1.02 | 0.95 | 0.71 | 0.79 | 0.84 | NA | 0.87 | 0.53 | 0.85 | 0.85 | 0.86 | 0.94 | 0.84 | 0.89 | 0.87 | 0.98 | 1.02 | 0.85 | 0.92 | 0.95 | 0.99 | 0.97 |
| RSquared | NA | 0.93 | 0.9 | 0.7 | 0.78 | 0.85 | NA | 0.88 | 0.49 | 0.92 | 0.93 | 0.88 | 0.75 | 0.89 | 0.93 | 0.95 | 0.9 | 0.93 | 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 | 7.3 | 4.4 | 2.2 | 1.3 | 4.0 | 2.7 | 6.3 | 4.1 | 4.2 | 3.6 | 4.7 | 4.6 | 4.8 | 2.9 | 2.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 85.8 | 129.9 | 31.2 | -65.9 | 62.2 | -48.1 | 31.5 | 16.5 | 24.1 | -27.6 | 2.2 | 13.8 | 89.5 | 33.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2011
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