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TIAA-CREF Lifecycle Index Ret Inc Retire (TRCIX)

15.60 -0.02 (-0.13%)
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 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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.13%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 3

Performance & Risk

YTD Return 0.77%
5y Average Return 4.37%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
TRCIXCategory AverageTRCIXCategory AverageTRCIXCategory Average
Alpha -1.09 -0.01 -0.34 -0.01 0.03 -0
BETA 0.77 0.01 0.73 0.01 0.72 0.01
Mean Annual Return 0.18 0.01 0.45 0.01 0.41 0.01
R-squared 97.82 0.92 97.24 0.91 96.55 0.91
Standard Deviation 9.72 0.1 9.2 0.08 7.27 0.07
Sharpe Ratio -0.08 0.01 0.35 0.01 0.48 0.01
Treynor Ratio -1.61 0.09 3.95 0.08 4.58 0.07

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