TIAA-CREF Lifestyle Growth Fund (TSGGX)
The fund is a "fund of funds" that invests in Institutional Class shares of other funds of the Trust and in other investment pools or investment products. It generally seeks to meet the fund's investment objective by investing: (1) approximately 80% of the fund's assets in equity underlying funds and (2) approximately 20% of the fund's assets in fixed-income underlying funds. The fund may deviate from these target allocations by up to ten percentage points depending upon current market conditions and outlook.
Fund Info
US87245R7897
Dec 8, 2011
$2,000,000
Large-Cap
Blend
Expense Ratio
TSGGX has an expense ratio of 0.08%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
TIAA-CREF Lifestyle Growth Fund (TSGGX) returned 3.60% year-to-date (YTD) and 8.83% over the past 12 months. Over the past 10 years, TSGGX returned 4.60% annually, underperforming the S&P 500 benchmark at 10.84%.
TSGGX
3.60%
4.82%
0.83%
8.83%
7.30%
6.24%
4.60%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of TSGGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.79% | -0.28% | -3.57% | 0.23% | 4.57% | 3.60% | |||||||
| 2024 | 0.38% | 3.81% | 2.94% | -3.45% | 3.70% | 1.84% | 1.63% | 1.89% | 1.41% | -2.00% | 3.17% | -3.26% | 12.36% |
| 2023 | 6.33% | -2.52% | 2.37% | 1.26% | -0.69% | 4.88% | 2.99% | -2.33% | -3.97% | -2.41% | 7.83% | 4.98% | 19.44% |
| 2022 | -5.02% | -2.91% | 0.92% | -7.27% | 0.20% | -7.56% | 6.42% | -3.31% | -8.36% | 5.61% | 6.80% | -9.26% | -22.87% |
| 2021 | -0.63% | 2.60% | 1.86% | 3.82% | 1.17% | 1.26% | 0.62% | 1.81% | -3.71% | 3.96% | -2.84% | -4.21% | 5.42% |
| 2020 | -0.70% | -6.07% | -12.78% | 10.21% | 5.16% | 2.69% | 4.78% | 5.19% | -2.50% | -1.65% | 10.22% | 0.06% | 12.88% |
| 2019 | 7.69% | 2.70% | 1.08% | 3.00% | -5.06% | 5.67% | 0.52% | -1.16% | 0.85% | -1.63% | 2.37% | 2.74% | 19.75% |
| 2018 | 4.57% | -3.26% | -1.34% | 0.26% | 1.29% | -0.38% | 2.10% | 1.25% | -0.19% | -7.42% | 0.67% | -8.91% | -11.54% |
| 2017 | 2.57% | 2.28% | 1.15% | 1.85% | 1.61% | 0.41% | 2.40% | 0.67% | 2.06% | 1.76% | 1.73% | 0.44% | 20.63% |
| 2016 | -5.00% | -0.90% | 5.97% | 1.17% | 1.24% | -0.84% | 3.78% | 0.52% | 0.81% | -1.83% | 1.34% | -1.35% | 4.58% |
| 2015 | -0.82% | 4.73% | -0.43% | 1.15% | 1.00% | -1.55% | 1.07% | -5.59% | -2.78% | 5.94% | 0.22% | -5.16% | -2.83% |
| 2014 | -2.54% | 4.44% | -0.81% | -0.30% | 1.85% | 1.96% | -2.00% | 2.77% | -2.55% | 1.38% | 1.79% | -2.79% | 2.94% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TSGGX is 46, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for TIAA-CREF Lifestyle Growth Fund (TSGGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
TIAA-CREF Lifestyle Growth Fund provided a 2.73% dividend yield over the last twelve months, with an annual payout of $0.49 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.49 | $0.49 | $0.37 | $1.10 | $1.97 | $1.11 | $0.84 | $0.71 | $0.52 | $0.51 | $0.66 | $0.62 |
Dividend yield | 2.73% | 2.83% | 2.34% | 8.15% | 11.10% | 6.39% | 5.31% | 5.33% | 3.37% | 3.82% | 5.13% | 4.59% |
Monthly Dividends
The table displays the monthly dividend distributions for TIAA-CREF Lifestyle Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.37 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 | $1.10 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.97 | $1.97 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 | $1.11 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.00 | $0.20 | $0.84 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $0.71 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.52 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.51 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $0.66 |
| 2014 | $0.62 | $0.62 |
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 Lifestyle Growth 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 Lifestyle Growth Fund was 31.13%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current TIAA-CREF Lifestyle Growth Fund drawdown is 1.93%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.13% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -29.75% | Feb 20, 2020 | 23 | Mar 23, 2020 | 94 | Aug 5, 2020 | 117 |
| -20.3% | Jan 29, 2018 | 229 | Dec 24, 2018 | 254 | Dec 27, 2019 | 483 |
| -18.46% | May 22, 2015 | 183 | Feb 11, 2016 | 255 | Feb 15, 2017 | 438 |
| -9.82% | Apr 3, 2012 | 42 | Jun 1, 2012 | 67 | Sep 7, 2012 | 109 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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