Correlation
The correlation between TCLRX and FIHFX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
TCLRX vs. FIHFX
Compare and contrast key facts about TIAA-CREF Lifecycle 2035 Fund (TCLRX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX).
TCLRX is managed by TIAA Investments. It was launched on Oct 14, 2004. FIHFX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TCLRX or FIHFX.
Performance
TCLRX vs. FIHFX - Performance Comparison
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Key characteristics
TCLRX:
0.64
FIHFX:
0.93
TCLRX:
0.83
FIHFX:
1.23
TCLRX:
1.11
FIHFX:
1.17
TCLRX:
0.54
FIHFX:
0.91
TCLRX:
2.05
FIHFX:
4.00
TCLRX:
3.12%
FIHFX:
2.49%
TCLRX:
11.76%
FIHFX:
12.09%
TCLRX:
-54.46%
FIHFX:
-28.42%
TCLRX:
-1.25%
FIHFX:
-0.16%
Returns By Period
In the year-to-date period, TCLRX achieves a 3.32% return, which is significantly lower than FIHFX's 4.64% return. Over the past 10 years, TCLRX has underperformed FIHFX with an annualized return of 3.71%, while FIHFX has yielded a comparatively higher 7.89% annualized return.
TCLRX
3.32%
3.77%
0.20%
7.46%
6.14%
5.80%
3.71%
FIHFX
4.64%
3.53%
2.47%
11.18%
8.51%
9.49%
7.89%
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TCLRX vs. FIHFX - Expense Ratio Comparison
TCLRX has a 0.50% expense ratio, which is higher than FIHFX's 0.12% expense ratio.
Risk-Adjusted Performance
TCLRX vs. FIHFX — Risk-Adjusted Performance Rank
TCLRX
FIHFX
TCLRX vs. FIHFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle 2035 Fund (TCLRX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
TCLRX vs. FIHFX - Dividend Comparison
TCLRX's dividend yield for the trailing twelve months is around 2.65%, more than FIHFX's 2.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCLRX TIAA-CREF Lifecycle 2035 Fund | 2.65% | 2.74% | 1.61% | 5.82% | 7.92% | 5.16% | 3.80% | 6.54% | 4.54% | 5.11% | 6.91% | 6.37% |
FIHFX Fidelity Freedom Index 2035 Fund Investor Class | 2.62% | 2.50% | 2.10% | 2.03% | 1.91% | 2.15% | 16.14% | 2.21% | 1.81% | 1.95% | 2.05% | 3.37% |
Drawdowns
TCLRX vs. FIHFX - Drawdown Comparison
The maximum TCLRX drawdown since its inception was -54.46%, which is greater than FIHFX's maximum drawdown of -28.42%. Use the drawdown chart below to compare losses from any high point for TCLRX and FIHFX.
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Volatility
TCLRX vs. FIHFX - Volatility Comparison
TIAA-CREF Lifecycle 2035 Fund (TCLRX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) have volatilities of 2.62% and 2.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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