Nasdaq - Delayed Quote • USD
TIAA-CREF Lifecycle Index 2040 Fund (TLPRX)
At close: 8:00 PM EDT
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 (net assets, plus the amount of any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. Advisors currently expects to allocate approximately 81.20% of the fund's assets to equity underlying funds and 18.80% of its assets to fixed-income underlying funds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 25.01% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 1.37% |
| 5y Average Return | 7.88% |
| Rank in Category (ytd) | 63 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TLPRX | Category Average | TLPRX | Category Average | TLPRX | Category Average | |
| Alpha | 2.63 | -0.01 | 2.05 | -0.01 | 1.26 | -0.01 |
| BETA | 1.17 | 0.01 | 1.23 | 0.01 | 1.27 | 0.01 |
| Mean Annual Return | 0.51 | 0.01 | 0.85 | 0.01 | 0.73 | 0.01 |
| R-squared | 97.79 | 0.98 | 98.08 | 0.98 | 97.35 | 0.97 |
| Standard Deviation | 14.68 | 0.15 | 15.37 | 0.13 | 12.76 | 0.12 |
| Sharpe Ratio | 0.22 | 0.01 | 0.52 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | 1.86 | 0.09 | 5.87 | 0.09 | 5.36 | 0.07 |
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