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TIAA-CREF Lifecycle Index Ret Inc Adv (TLIHX)

15.52 -0.03 (-0.19%)
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
2024
--
--
2023
11.80%
--
2022
-13.56%
--
2021
7.03%
--
2020
11.92%
8.86%
2019
15.32%
14.81%
2018
-2.67%
-5.04%
2017
10.49%
9.86%

2016
5.44%
6.62%

Past Quarterly Returns

YearQ1Q2Q3Q4
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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