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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in TIAA-CREF Lifecycle Index 2065 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
TIAA-CREF Lifecycle Index 2065 Fund (TFITX) has returned -4.47% so far this year and 16.56% over the past 12 months.
TIAA-CREF Lifecycle Index 2065 Fund
- 1D
- -0.31%
- 1M
- -8.55%
- YTD
- -4.47%
- 6M
- -1.64%
- 1Y
- 16.56%
- 3Y*
- 14.96%
- 5Y*
- 8.54%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Oct 14, 2020, TFITX's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, your investment would double in approximately 6.2 years.
Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +11.7%, while the worst month was Sep 2022 at -9.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.
On a daily basis, TFITX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +7.7%, while the worst single day was Apr 4, 2025 at -5.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.98% | 1.45% | -8.55% | -4.47% | |||||||||
| 2025 | 3.17% | -0.27% | -3.42% | 0.57% | 5.22% | 4.49% | 0.90% | 2.73% | 3.40% | 1.97% | 0.12% | 0.84% | 21.24% |
| 2024 | 0.08% | 4.31% | 2.99% | -3.57% | 4.32% | 1.77% | 2.03% | 2.28% | 2.09% | -2.25% | 3.84% | -2.74% | 15.76% |
| 2023 | 7.21% | -2.92% | 2.73% | 1.24% | -0.88% | 5.48% | 3.44% | -2.76% | -4.08% | -2.78% | 8.67% | 5.02% | 21.16% |
| 2022 | -4.59% | -2.73% | 1.40% | -7.73% | 0.53% | -7.81% | 6.95% | -3.83% | -9.16% | 5.91% | 8.08% | -4.28% | -17.62% |
| 2021 | -0.27% | 2.49% | 2.60% | 4.15% | 1.14% | 1.53% | 0.79% | 2.35% | -3.99% | 4.95% | -2.36% | 3.71% | 18.06% |
Benchmark Metrics
TIAA-CREF Lifecycle Index 2065 Fund has an annualized alpha of 0.65%, beta of 0.86, and R² of 0.95 versus S&P 500 Index. Calculated based on daily prices since October 15, 2020.
- This fund participated in 90.53% of S&P 500 Index downside but only 87.87% of its upside — more exposed to losses than it benefited from rallies.
- With beta of 0.86 and R² of 0.95, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.65%
- Beta
- 0.86
- R²
- 0.95
- Upside Capture
- 87.87%
- Downside Capture
- 90.53%
Expense Ratio
TFITX has an expense ratio of 0.11%, which is considered low.
Return for Risk
Risk / Return Rank
TFITX ranks 56 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2065 Fund (TFITX) and compare them to a chosen benchmark (S&P 500 Index).
| TFITX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.90 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.39 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.40 | -0.15 |
Martin ratioReturn relative to average drawdown | 5.91 | 6.61 | -0.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore TFITX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
TIAA-CREF Lifecycle Index 2065 Fund provided a 2.55% dividend yield over the last twelve months, with an annual payout of $0.41 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.41 | $0.41 | $0.30 | $0.26 | $0.22 | $0.24 | $0.18 |
Dividend yield | 2.55% | 2.44% | 2.12% | 2.05% | 2.09% | 1.84% | 1.55% |
Monthly Dividends
The table displays the monthly dividend distributions for TIAA-CREF Lifecycle Index 2065 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the TIAA-CREF Lifecycle Index 2065 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the TIAA-CREF Lifecycle Index 2065 Fund was 25.64%, occurring on Oct 14, 2022. Recovery took 322 trading sessions.
The current TIAA-CREF Lifecycle Index 2065 Fund drawdown is 9.12%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.64% | Nov 9, 2021 | 235 | Oct 14, 2022 | 322 | Jan 29, 2024 | 557 |
| -15.56% | Feb 19, 2025 | 35 | Apr 8, 2025 | 27 | May 16, 2025 | 62 |
| -9.12% | Feb 26, 2026 | 23 | Mar 30, 2026 | — | — | — |
| -7.54% | Jul 17, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -5.5% | Oct 15, 2020 | 12 | Oct 30, 2020 | 4 | Nov 5, 2020 | 16 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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