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Nuveen Lifecycle Index 2055 Fund Retirement Class ...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

Issuer
Nuveen
Inception Date
Apr 29, 2011
Region
Global (Global)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Multi-Asset

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Nuveen Lifecycle Index 2055 Fund Retirement Class, 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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S&P 500 Index

Returns By Period

Nuveen Lifecycle Index 2055 Fund Retirement Class (TTIRX) has returned -1.01% so far this year and 19.07% over the past 12 months. Over the last ten years, TTIRX has returned 10.94% per year, falling short of the S&P 500 Index benchmark, which averaged 12.29% annually.


Nuveen Lifecycle Index 2055 Fund Retirement Class

1D
-0.10%
1M
-2.93%
YTD
-1.01%
6M
1.19%
1Y
19.07%
3Y*
15.58%
5Y*
8.52%
10Y*
10.94%

Benchmark (S&P 500 Index)

1D
0.11%
1M
-3.43%
YTD
-3.84%
6M
-1.98%
1Y
16.08%
3Y*
16.86%
5Y*
10.37%
10Y*
12.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 29, 2011, TTIRX's average daily return is +0.04%, while the average monthly return is +0.81%. At this rate, your investment would double in approximately 7.2 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +11.4%, while the worst month was Mar 2020 at -13.2%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.

On a daily basis, TTIRX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +8.2%, while the worst single day was Mar 16, 2020 at -10.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.85%1.47%-5.95%0.85%-1.01%
20253.16%-0.23%-3.38%0.56%5.05%4.36%0.83%2.71%3.30%1.92%0.13%0.80%20.66%
20240.09%4.14%2.95%-3.61%4.27%1.69%2.03%2.23%2.03%-2.25%3.71%-2.74%15.08%
20237.11%-2.95%2.74%1.23%-0.97%5.36%3.31%-2.71%-4.13%-2.76%8.57%4.95%20.42%
2022-4.58%-2.76%1.37%-7.67%0.49%-7.68%6.79%-3.80%-9.12%5.75%7.95%-4.27%-17.80%
2021-0.34%2.40%2.53%4.01%1.12%1.51%0.66%2.30%-3.94%4.77%-2.32%3.55%17.09%

Benchmark Metrics

Nuveen Lifecycle Index 2055 Fund Retirement Class has an annualized alpha of -0.36%, beta of 0.86, and R² of 0.96 versus S&P 500 Index. Calculated based on daily prices since May 02, 2011.

  • This fund participated in 93.11% of S&P 500 Index downside but only 86.45% of its upside — more exposed to losses than it benefited from rallies.
  • With beta of 0.86 and R² of 0.96, 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
-0.36%
Beta
0.86
0.96
Upside Capture
86.45%
Downside Capture
93.11%

Expense Ratio

TTIRX has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Risk / Return Rank

TTIRX ranks 61 for risk / return — better than 61% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


TTIRX Risk / Return Rank: 6161
Overall Rank
TTIRX Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
TTIRX Sortino Ratio Rank: 5959
Sortino Ratio Rank
TTIRX Omega Ratio Rank: 5858
Omega Ratio Rank
TTIRX Calmar Ratio Rank: 6161
Calmar Ratio Rank
TTIRX Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Nuveen Lifecycle Index 2055 Fund Retirement Class (TTIRX) and compare them to a chosen benchmark (S&P 500 Index).


TTIRXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.24

0.88

+0.35

Sortino ratio

Return per unit of downside risk

1.80

1.37

+0.44

Omega ratio

Gain probability vs. loss probability

1.27

1.21

+0.06

Calmar ratio

Return relative to maximum drawdown

1.85

1.39

+0.46

Martin ratio

Return relative to average drawdown

8.32

6.43

+1.89

Explore TTIRX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Nuveen Lifecycle Index 2055 Fund Retirement Class provided a 2.56% dividend yield over the last twelve months, with an annual payout of $0.76 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%0.50%1.00%1.50%2.00%2.50%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.76$0.76$0.50$0.43$0.39$0.43$0.30$0.36$0.34$0.02$0.29$0.04

Dividend yield

2.56%2.53%1.97%1.93%2.05%1.80%1.47%2.02%2.38%0.11%2.21%0.29%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$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$0.76$0.76
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.50$0.50
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.43$0.43
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.39$0.39
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.43$0.43

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 Nuveen Lifecycle Index 2055 Fund Retirement Class. 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 Nuveen Lifecycle Index 2055 Fund Retirement Class was 31.81%, occurring on Mar 23, 2020. Recovery took 102 trading sessions.

The current Nuveen Lifecycle Index 2055 Fund Retirement Class drawdown is 5.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.81%Feb 13, 202027Mar 23, 2020102Aug 17, 2020129
-25.65%Nov 9, 2021235Oct 14, 2022329Feb 7, 2024564
-19.5%May 2, 2011108Oct 3, 2011234Sep 6, 2012342
-18.07%May 22, 2015183Feb 11, 2016208Dec 7, 2016391
-17.46%Jan 29, 2018229Dec 24, 201881Apr 23, 2019310

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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