Nasdaq - Delayed Quote • USD
TIAA-CREF Lifecycle Index Ret Inc Adv (TLIHX)
At close: 8:05 AM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | -0.02% |
5y Average Return | 4.42% |
Number of Years Up | 6 |
Number of Years Down | 2 |
Best 1Y Total Return (Apr 18, 2024) | 15.32% |
Worst 1Y Total Return (Apr 18, 2024) | -- |
Best 3Y Total Return | 15.32% |
Worst 3Y Total Return | 1.13% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
TLIHX
Category
- YTD
- 3.00%
- 5.91%
- 1-Month
- 1.70%
- 0.61%
- 3-Month
- 3.00%
- 4.02%
- 1-Year
- 10.12%
- 18.59%
- 3-Year
- 1.88%
- 8.56%
- 5-Year
- 5.22%
- 7.44%
- 10-Year
- 4.99%
- 6.20%
- Last Bull Market
- 14.62%
- 11.89%
- Last Bear Market
- -8.46%
- -8.23%
Annual Total Return (%) History
Year
TLIHX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 3.00% | -- | -- | -- |
2023 | 4.57% | 2.00% | -2.77% | 7.80% |
2022 | -5.10% | -8.46% | -5.09% | 4.84% |
2021 | 0.75% | 3.78% | -0.27% | 2.64% |
2020 | -7.61% | 9.63% | 3.77% | 6.48% |
2019 | 6.63% | 3.11% | 1.18% | 3.66% |
2018 | -0.63% | 0.65% | 2.03% | -4.63% |
2017 | 3.19% | 2.10% | 2.43% | 2.39% |
2016 | 1.94% | 1.78% | 2.27% | -0.63% |
Rank in Category (By Total Return)
YTD | 55 |
1-Month | 77 |
3-Month | 55 |
1-Year | 47 |
3-Year | 35 |
5-Year | 28 |
Load Adjusted Returns
1-Year | 10.12% |
3-Year | 1.88% |
5-Year | 5.22% |
10-Year | 4.99% |
Performance & Risk
YTD Return | -0.02% |
5y Average Return | 4.42% |
Rank in Category (ytd) | 55 |
% 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 | 3.00% |
Yield | 2.58% |
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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