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TIAA-CREF Lifecycle Index 2055 Fund (TTIIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US87245M1788

Inception Date

Apr 28, 2011

Min. Investment

$10,000,000

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

TTIIX has an expense ratio of 0.10%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) returned 1.65% year-to-date (YTD) and 9.45% over the past 12 months. Over the past 10 years, TTIIX returned 8.92% annually, underperforming the S&P 500 benchmark at 10.45%.


TTIIX

YTD

1.65%

1M

13.65%

6M

-0.89%

1Y

9.45%

5Y*

12.35%

10Y*

8.92%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of TTIIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.18%-0.23%-3.35%0.59%1.57%1.65%
20240.09%4.16%2.98%-3.59%4.28%1.72%2.02%2.26%2.09%-2.24%3.72%-2.75%15.31%
20237.12%-2.93%2.77%1.27%-0.97%5.43%3.29%-2.69%-4.11%-2.74%8.56%4.91%20.63%
2022-4.56%-2.70%1.36%-7.62%0.49%-7.68%6.86%-3.82%-9.11%5.77%8.00%-4.57%-17.86%
2021-0.34%2.44%2.57%4.03%1.16%1.50%0.69%2.28%-3.92%4.82%-2.30%3.41%17.22%
2020-0.90%-6.95%-13.17%10.76%4.67%2.77%4.87%5.70%-2.91%-2.02%11.46%4.44%17.12%
20197.68%2.70%1.38%3.33%-5.67%6.33%0.42%-1.84%1.87%2.37%2.66%2.97%26.25%
20185.01%-3.88%-1.43%0.44%1.19%-0.19%2.92%1.69%0.18%-7.04%1.72%-7.43%-7.38%
20172.32%2.92%0.85%1.48%1.66%0.68%2.23%0.40%2.05%1.94%2.16%1.07%21.60%
2016-4.88%-0.76%6.87%0.95%0.94%0.00%3.82%0.37%0.60%-2.08%2.12%1.49%9.37%
2015-1.32%4.95%-0.97%1.59%0.52%-1.92%1.06%-5.83%-2.85%6.69%-0.08%-2.27%-1.06%
2014-3.16%4.43%0.40%0.48%2.06%1.87%-1.68%2.95%-2.64%1.70%1.60%-1.17%6.75%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of TTIIX is 70, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of TTIIX is 7070
Overall Rank
The Sharpe Ratio Rank of TTIIX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of TTIIX is 6666
Sortino Ratio Rank
The Omega Ratio Rank of TTIIX is 6868
Omega Ratio Rank
The Calmar Ratio Rank of TTIIX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of TTIIX is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

TIAA-CREF Lifecycle Index 2055 Fund Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 0.65
  • 5-Year: 0.82
  • 10-Year: 0.56
  • All Time: 0.60

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of TIAA-CREF Lifecycle Index 2055 Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

TIAA-CREF Lifecycle Index 2055 Fund provided a 2.16% dividend yield over the last twelve months, with an annual payout of $0.56 per share. The fund has been increasing its distributions for 2 consecutive years.


1.60%1.80%2.00%2.20%2.40%2.60%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.56$0.56$0.48$0.44$0.48$0.34$0.40$0.38$0.33$0.32$0.31$0.30

Dividend yield

2.16%2.20%2.15%2.29%2.03%1.67%2.22%2.63%2.04%2.37%2.48%2.31%

Monthly Dividends

The table displays the monthly dividend distributions for TIAA-CREF Lifecycle Index 2055 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.56$0.56
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.48$0.48
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.44$0.44
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.48$0.48
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.34$0.34
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.40$0.40
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.38$0.38
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.33
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.32$0.32
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.31$0.31
2014$0.30$0.30

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 2055 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 2055 Fund was 31.76%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.

The current TIAA-CREF Lifecycle Index 2055 Fund drawdown is 3.54%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.76%Feb 20, 202023Mar 23, 202099Aug 12, 2020122
-25.59%Nov 9, 2021235Oct 14, 2022329Feb 7, 2024564
-19.5%May 2, 2011108Oct 3, 2011111Mar 13, 2012219
-17.44%Jan 29, 2018229Dec 24, 201881Apr 23, 2019310
-16.47%May 22, 2015183Feb 11, 2016124Aug 9, 2016307

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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