Nasdaq - Delayed Quote • USD
TIAA-CREF Lifecycle Retire Income Adv (TLRHX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.30% |
| 5y Average Return | 4.41% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 23, 2024) | 15.12% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 15.12% |
| Worst 3Y Total Return | 1.21% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
TLRHX
Category
- YTD
- 3.34%
- 5.91%
- 1-Month
- 1.75%
- 0.61%
- 3-Month
- 3.34%
- 4.02%
- 1-Year
- 10.36%
- 18.59%
- 3-Year
- 1.99%
- 8.56%
- 5-Year
- 5.08%
- 7.44%
- 10-Year
- 4.92%
- 6.20%
- Last Bull Market
- 14.54%
- 11.89%
- Last Bear Market
- -8.34%
- -8.23%
Annual Total Return (%) History
Year
TLRHX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.34% | -- | -- | -- |
| 2023 | 3.68% | 2.04% | -2.37% | 7.19% |
| 2022 | -4.98% | -8.34% | -3.94% | 4.59% |
| 2021 | 0.96% | 3.93% | -0.21% | 2.18% |
| 2020 | -9.61% | 10.67% | 4.08% | 6.62% |
| 2019 | 6.83% | 2.97% | 1.05% | 3.56% |
| 2018 | -0.45% | 0.47% | 1.65% | -5.39% |
| 2017 | 3.66% | 2.34% | 3.03% | 2.54% |
| 2016 | 1.48% | 1.89% | 3.04% | -0.52% |
Rank in Category (By Total Return)
| YTD | 35 |
| 1-Month | 71 |
| 3-Month | 35 |
| 1-Year | 39 |
| 3-Year | 31 |
| 5-Year | 34 |
Load Adjusted Returns
| 1-Year | 10.36% |
| 3-Year | 1.99% |
| 5-Year | 5.08% |
| 10-Year | 4.92% |
Performance & Risk
| YTD Return | 1.30% |
| 5y Average Return | 4.41% |
| Rank in Category (ytd) | 35 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.71 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | TIAA Investments |
| Net Assets | 441.19M |
| YTD Return | 3.34% |
| Yield | 3.34% |
| 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 in other investment pools or investment products. It invests in underlying funds according to a relatively stable asset allocation strategy that will not gradually adjust over time and is designed for investors who are already in retirement and may have begun taking systematic withdrawals upon retirement. Target allocations may be changed and actual allocations may vary up to ten percentage points from the targets.
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