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TIAA-CREF Lifecycle Index Ret Inc Instl (TRILX)

15.58 -0.05 (-0.32%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.70%
5y Average Return 4.61%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Apr 24, 2024) 15.39%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 15.39%
Worst 3Y Total Return 1.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRILX
Category
YTD
3.02%
5.91%
1-Month
1.72%
0.61%
3-Month
3.02%
4.02%
1-Year
10.21%
18.59%
3-Year
1.98%
8.56%
5-Year
5.32%
7.44%
10-Year
5.05%
6.20%
Last Bull Market
14.70%
11.89%
Last Bear Market
-8.44%
-8.23%

Annual Total Return (%) History

Year
TRILX
Category
2024
--
--
2023
11.90%
--
2022
-13.46%
--
2021
7.14%
--
2020
12.05%
8.86%
2019
15.39%
14.81%
2018
-2.65%
-5.04%
2017
10.50%
9.86%

2016
5.50%
6.62%
2015
-0.03%
-2.32%
2014
6.15%
4.02%
2013
8.42%
7.23%
2012
9.59%
9.40%
2011
4.45%
1.70%
2010
9.96%
10.03%
2009
--
20.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.02% -- -- --
2023 4.60% 2.03% -2.75% 7.82%
2022 -5.07% -8.44% -5.06% 4.87%
2021 0.78% 3.81% -0.24% 2.67%
2020 -7.57% 9.67% 3.80% 6.50%
2019 6.64% 3.13% 1.19% 3.69%
2018 -0.62% 0.65% 2.04% -4.62%
2017 3.11% 2.18% 2.36% 2.46%
2016 1.98% 1.78% 2.28% -0.61%
2015 2.10% -0.82% -2.94% 1.72%

2014 1.70% 3.37% -0.83% 1.81%
2013 3.32% -1.45% 3.35% 3.03%
2012 5.27% -0.32% 3.43% 0.97%
2011 2.70% 1.69% -4.62% 4.85%
2010 2.78% -2.92% 6.79% 3.19%
2009 2.12% -- -- --

Rank in Category (By Total Return)

YTD 54
1-Month 75
3-Month 54
1-Year 44
3-Year 31
5-Year 24

Load Adjusted Returns

1-Year 10.21%
3-Year 1.98%
5-Year 5.32%
10-Year 5.05%

Performance & Risk

YTD Return 0.70%
5y Average Return 4.61%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family TIAA Investments
Net Assets 726.23M
YTD Return 3.02%
Yield 2.67%
Morningstar Rating
Inception Date Dec 04, 2015

Fund Summary

The fund is a "fund of funds" that invests in Class W shares of other funds of the Trust and potentially in other investment pools or investment products. It has a policy of investing at least 80% of its assets in underlying funds that are managed to seek investment returns that track particular market indices. Advisors currently expects to allocate approximately 40% of the fund's assets to equity underlying funds and 60% of its assets to fixed-income underlying funds.

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