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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in TIAA-CREF Lifecycle Index 2060 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 2060 Fund (TVIIX) has returned -4.41% so far this year and 16.41% over the past 12 months. Over the last ten years, TVIIX has returned 10.88% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
TIAA-CREF Lifecycle Index 2060 Fund
- 1D
- -0.31%
- 1M
- -8.49%
- YTD
- -4.41%
- 6M
- -1.59%
- 1Y
- 16.41%
- 3Y*
- 14.81%
- 5Y*
- 8.39%
- 10Y*
- 10.88%
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 Sep 29, 2014, TVIIX's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, your investment would double in approximately 7.0 years.
Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +11.6%, while the worst month was Mar 2020 at -13.2%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.
On a daily basis, TVIIX closed higher 52% 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 -10.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.96% | 1.46% | -8.49% | -4.41% | |||||||||
| 2025 | 3.18% | -0.24% | -3.39% | 0.56% | 5.15% | 4.42% | 0.87% | 2.74% | 3.37% | 1.93% | 0.17% | 0.83% | 21.10% |
| 2024 | 0.06% | 4.29% | 2.96% | -3.57% | 4.31% | 1.75% | 2.03% | 2.24% | 2.09% | -2.25% | 3.80% | -2.72% | 15.59% |
| 2023 | 7.18% | -2.97% | 2.80% | 1.20% | -0.94% | 5.50% | 3.35% | -2.72% | -4.11% | -2.73% | 8.56% | 5.04% | 20.90% |
| 2022 | -4.59% | -2.75% | 1.41% | -7.66% | 0.44% | -7.69% | 6.91% | -3.87% | -9.10% | 5.80% | 8.09% | -4.28% | -17.60% |
| 2021 | -0.31% | 2.46% | 2.59% | 4.09% | 1.15% | 1.54% | 0.67% | 2.29% | -3.93% | 4.89% | -2.33% | 3.60% | 17.62% |
Benchmark Metrics
TIAA-CREF Lifecycle Index 2060 Fund has an annualized alpha of 0.12%, beta of 0.86, and R² of 0.96 versus S&P 500 Index. Calculated based on daily prices since September 30, 2014.
- This fund participated in 91.67% of S&P 500 Index downside but only 87.38% 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
- 0.12%
- Beta
- 0.86
- R²
- 0.96
- Upside Capture
- 87.38%
- Downside Capture
- 91.67%
Expense Ratio
TVIIX has an expense ratio of 0.10%, which is considered low.
Return for Risk
Risk / Return Rank
TVIIX ranks 57 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 2060 Fund (TVIIX) and compare them to a chosen benchmark (S&P 500 Index).
| TVIIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.90 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.39 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.40 | -0.14 |
Martin ratioReturn relative to average drawdown | 5.94 | 6.61 | -0.67 |
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 TVIIX 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 2060 Fund provided a 2.73% dividend yield over the last twelve months, with an annual payout of $0.61 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.61 | $0.61 | $0.43 | $0.37 | $0.33 | $0.35 | $0.26 | $0.30 | $0.31 | $0.02 | $0.28 | $0.04 |
Dividend yield | 2.73% | 2.61% | 2.16% | 2.13% | 2.22% | 1.92% | 1.63% | 2.18% | 2.80% | 0.12% | 2.69% | 0.40% |
Monthly Dividends
The table displays the monthly dividend distributions for TIAA-CREF Lifecycle Index 2060 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 | $0.61 | $0.61 |
| 2024 | $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 |
| 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 | $0.33 | $0.33 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
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 2060 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 2060 Fund was 32.04%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current TIAA-CREF Lifecycle Index 2060 Fund drawdown is 9.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.04% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25.56% | Nov 9, 2021 | 235 | Oct 14, 2022 | 322 | Jan 29, 2024 | 557 |
| -18.07% | May 22, 2015 | 183 | Feb 11, 2016 | 208 | Dec 7, 2016 | 391 |
| -17.4% | Jan 29, 2018 | 229 | Dec 24, 2018 | 81 | Apr 23, 2019 | 310 |
| -15.29% | Feb 19, 2025 | 35 | Apr 8, 2025 | 27 | May 16, 2025 | 62 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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